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Classic file types are no longer available for use as of January 2021. You can transition your classic files or download a PDF.
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Workiva Support Center
Using Classic
Classic Documents
Classic Documents
Document Creation
Introduction to Documents
Importing Documents
Classic Tabbed Toolbar
Importing Documents from the SEC
Importing a .docx File
See all 10 articles
Editing Text
Using Style Guides
Smart Quotes and Curly Punctuation
Text Formatting
Spell Check
Format Painter
See all 17 articles
Exporting
Export a Project or Document
Exporting a Workbook to Excel
Save as DOCX
Save as PDF
Export to InDesign
Hyperlinks
Creating a Table of Contents and Hyperlinks
Hyperlinks in Documents
Generate Document URL
Hyperlinking the Exhibit Index
Number Rounding and Scaling
Number Rounding and Scaling Overview
Global Precision-Based Overrides
Number Rounding & Scaling Warning Messages
Review
Viewing Documents
Comments
Directed Comments
Sending for Review
Track Changes
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Tables
Inserting and Sizing a Table
Copying Existing Tables
Tables Across Page Breaks
Formatting Table Cells
Hiding Columns and Rows
See all 6 articles
Collaboration and Tools
Keyboard Shortcuts for Classic
Application Icons
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