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  1. Workiva Support Center
  2. Getting Started

Intro to Workiva

What is Workiva?
Tour Workiva
Overview of Home
What is Linking?
Intro to Documents
Intro to Spreadsheets
See all 9 articles

Workspaces

Intro to Workspaces
Create a Workspace
Switch between Workspaces
Copy a File to Another Workspace
Find Members and Admins
Share Data between Workspaces

Roles & Permissions

Understanding Roles
Understanding Permissions
Set Folder Permissions
Manage Folder Permissions
Prepare for Folder Permissions
Update File Permissions
See all 7 articles

Files & Folders

Create and Use

Using Folders
Create Folders
Create a File
Upload a File
Import or Export a File
See all articles

Manage and Collaborate

Move Files and Folders
Copy a File or Folder
Roll Forward a Folder
Blackline from Home
Move Files to the Trash

Linking

Create a Link
Create Multiple Links Inside a Cell
Link Properties
Manage Source Links
Format Linked Values
Use the Linked Files Report
See all 7 articles

Tasks

Intro to Tasks
Create Tasks
Use Tasks
Manage Tasks
Edit and Delete Tasks
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Workiva, provider of the world’s leading connected reporting and compliance platform, is used by thousands of enterprises across 180 countries, including 75 percent of Fortune 500® companies, and by government agencies. Our customers have linked over five billion data elements to trust their data, reduce risk and save time. For more information about Workiva (NYSE:WK), please visit workiva.com.

Claim not confirmed by FORTUNE or Fortune Media IP Limited. FORTUNE® and FORTUNE 500® are registered trademarks of Fortune Media IP Limited and are used under license. FORTUNE and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Workiva Inc.

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