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Using Workiva
Using Workiva
Platform Productivity
With our cloud-based platform features, learn how to optimize your workflows, streamline collaboration, and work with your files and data accurately and efficiently.
Reporting
Use the Filing experience to complete each step of the filing process, from collecting documents to live filing with the SEC. Learn more about setting up an XBRL Profile for your document and tagging facts. Additionally, use Section 16 to file f forms 3, 4, and 5, as well as their amended versions.
Governance, Risk, and Compliance
Use GRC experiences, such as Data and Reports, to meet global and local regulatory requirements, identify and mitigate risks, and unit teams to achieve organizational objectives.
Sustainability Management
With Workiva's sustainability solutions, your organization can disclose its impact on—and the impact of—environmental, social, and governance topics to stakeholders, including investors, employees, and communities.
Data Management
Use the Data Management suite to connect, prepare, and analyze data from multiple sources both inside and outside Workiva. Build chains to automate your most complex business processes. Cleanse and transform your data using Data Prep. Then slice-and-dice your datasets in Wdata to uncover actionable insights available nowhere else.
Designed Reporting
Create highly stylized, branded financial and non-financial reports. You can complete all report preparation and design execution within the Workiva platform, which allows you to take advantage of Workiva’s collaborative tools while maintaining the integrity of your data. Or you can build your report content within Workiva and export it to InDesign for final design execution.
Onboarding
Get ready to use Workiva! Learn how to manage your profile and settings, take a tour of the platform, and get an overview of your solution.