Adding documents to a binder
AnsweredHi there -
I'm pretty new to Workiva so I apologize if 1) this isn't the correct place to post a question and/or 2) this is a silly question:
I created a private Workspace with several documents and then created a binder to organize those docs. When I tried to add content to the binder, I don't have the option to add any of the documents I made in the Workspace or anywhere else on Wdesk. I can only upload files from my computer. Am I missing an important step here?
Thanks for pointing me in the right direction!
Kristine
-
Hello and welcome to Workiva and the Community, Kristine!
Happy to help answer your questions for you. First, you are in the right spot for asking questions, for sure, and secondly, there's no such thing as a silly question, just silly answers ;).
I think I might know what is occurring for you. I'm guessing that perhaps the documents in your Workspace are next gen types. These are differentiated from classic types in many ways functionality wise, but perhaps the easiest way to tell them apart is by looking at their icons in your Home view. Generally speaking, next gen icons are always square, whereas classic icons are rectangular. Here's a quick reference to help you identify.
TL;DR - I suspect you have next gen types because as of yet, next gen types cannot be added to a Binder. In this case, you aren't missing any steps.
The good news is that our Product Team is definitely working on adding this functionality in and this request can also be found here on the Community. I've added your request for the feature too and we'll keep you updated with progress for sure. I'd also recommend following our What's New or Release Notes topics to stay up-to-date on releases, such as next gen Binders.
Let me know if I've missed the mark or you have any follow-ups for me. Thanks for your contributions, and have an excellent day in the meantime. Cheers!0
Ahhh. So helpful. Thanks so much, Mike. I appreciate it!
0
Comments
3 comments