Intro to Workiva

What is Workiva?
Tour Workiva
Intro to Documents
Intro to Spreadsheets
Intro to Presentations
Side by Side Viewing
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Workspaces

Intro to Workspaces
Create a Workspace
Switch between Workspaces
Move a File to another Workspace
Understanding Roles
Find Members and Admins
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Home & Files

Manage Files

Overview of Home
Using Folders or Projects
Create or Import a File
Copy a File or Folder
Manage Folders and Files
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Using Projects

Create a Project
Work with the Projects Panel
Roll Forward a Project
Set Project Permissions