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Downloads and Resources
Find downloads for slides, labs, and examples below:
<strong>Discover Workiva</strong>
<ul> <li> Discover Documents (.pdf) </li> <li> Discover Documents - Lab (.tar.gz) </li> <li> Discover Spreadsheets (.pdf) </li> <li> Discover Spreadsheets - Lab (.tar.gz) </li> <li> Discover Presentations (.pdf) </li> <li> Discover Presentations - Lab (.tar.gz) </li> </ul><strong>Resources</strong>
<ul> <li> IFRS Calculation Relationships Lab (.zip) </li> <li> US GAAP Calculation Relationships Lab (.tar.gz) </li> <li> CIPC Reviewing and Resolving Validation Messages (.pdf) </li> <li> Discovery Questions for Global Statutory Reporting (.pdf) </li> <li> TTT - Activity Source Documents (.zip) </li> </ul><strong>Workiva Platform Overview</strong>
<ul> <li> Home and Workspaces (.pdf) </li> <li> Documents and Formatting Slides (.pdf) </li> <li> Review Tools and Wrap-up (.pdf) </li> <li> Presentations and Charts (.pdf) </li> <li> Spreadsheets and Linking (.pdf) </li> <li> Video Transcripts (.zip) </li> </ul><strong>Role-based Guides</strong>
<ul> <li> Administrator </li> <li> Owner </li> <li> Editor </li> <li> Reviewer </li> </ul>-->-
Discover Documents Downloadable File.pdf
300 kB Download
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Discover Presentations Downloadable File.pdf
200 kB Download
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Discover Spreadsheets Downloadable File.pdf
200 kB Download
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Calcuation Relationships Lab (IFRS).zip
200 kB Download
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Calculation Relationships Lab (US GAAP).tar.gz
300 kB Download
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CIPC Reviewing and Resolving Validation Messages.pdf
2 MB Download
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Discovery Questions for Global Statutory Reporting.pdf
400 kB Download
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TTT - Activity Source Documents.tar_4731b3.zip
100 kB Download
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Home and Workspaces Slides.pdf
300 kB Download
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Documents and Formatting Slides.pdf
1 MB Download
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Review Tools and Wrap-Up Slides.pdf
60 kB Download
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Part 2 Intro and Presentation Slides.pdf
2 MB Download
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Spreadsheets Linking and Resources Slides.pdf
1 MB Download
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Video Transcripts.zip
200 kB Download
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Classic Content.pdf
20 kB Download
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Administrator.pdf
400 kB Download
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Certifications.pdf
400 kB Download
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Editor.pdf
500 kB Download
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Owner.pdf
400 kB Download
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Reviewer.pdf
400 kB Download
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Discover Spreadsheets Lab.tar.gz
80 kB Download
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Discover Presentations Lab.tar.gz
2 MB Download
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3 - Customer Configurable Enums.xlsx
30 kB Download
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4 - Test Forms.xlsx
10 kB Download
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5 - Test Phases.xlsx
10 kB Download
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6 - Testing Steps and Attributes Template.xlsx
20 kB Download
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6 - Testing Steps and Attributes Template w Phases.xlsx
20 kB Download
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7 - Testers.xlsx
10 kB Download
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8 - Test Phase Review Plans.xlsx
10 kB Download
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Customer Testing Data Import Templates.xlsx
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Partner SOX Solution Implementation Guide.pdf
8 MB Download
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SOX Shell Account.zip
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Person UserSync 2.0.xlsx
10 kB Download
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Simple RCM.xlsx
20 kB Download
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Partner SOX Solution Implementation Guide 2.pdf
8 MB Download
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Process-Control Owner Roles and Permissions.pdf
200 kB Download
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500 kB Download
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7 MB Download
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Workiva Fundamentals PDF Slides Part 1.pdf
2 MB Download
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Workiva Fundamentals - Scripts.tar.gz
70 kB Download
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Workiva Fundamentals Source Documents for Activities.tar.zip
100 kB Download
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Jeopardy Game.tar.gz
5 MB Download
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Workiva Fundamentals PDF Slides Part 2.pdf
4 MB Download
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Workiva Lab Template.tar.gz
200 kB Download
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Discover Documents Lab.tar.gz
6 MB Download
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Global Statutory Reporting in the Workiva Platform FAQ.pdf
60 kB Download
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Workiva Partner Workshop _ Global Stat Reporting.pdf
3 MB Download
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Harmony Agenda.jpg
100 kB Download
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harmony workflow.jpg
200 kB Download
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Logging-in-from-Partner-Portal.mp4
20 MB Download
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Logging-in-to-Learning-Hub-from-Purple-Question-Mark.mp4
10 MB Download
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Value Management at Workiva FAQ.pdf
30 kB Download
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Value Management at Workiva - Course Slides.pdf
2 MB Download
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Champions Video.mp4
10 MB Download
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40 kB Download
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1 MB Download
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500 kB Download
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500 kB Download
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100 kB Download
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10 MB Download
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1 MB Download
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6 MB Download
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30 kB Download
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60 kB Download
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EMEA ESG Summer Series_ FAQ.pdf
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Workiva 200_ Data Automation Demonstration - Workshop FAQ.pdf
40 kB Download
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Workshop - Workiva 200 Data Automation Demonstration.pdf
3 MB Download
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800 kB Download
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US ESG Summer Series FAQ.pdf
30 kB Download
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ESEF iXBRL Training.pdf
2 MB Download
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Example Document - ESEF 2020 Taxonomy.tar.gz
100 kB Download
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ESG Template SOW.docx
30 kB Download
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ESG Scoping Calculator Template.tar.gz
30 kB Download
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ESG_Scoping_Questionnaire.xlsx
20 kB Download
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Annual Reporting Demo Storyboard.pdf
700 kB Download
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Demo Project Account Setup Instructions.pdf
200 kB Download
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Global Statutory Reporting Storyboard.pdf
600 kB Download
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Global Statutory Reporting Account Setup.pdf
1 MB Download
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IR Audit Management Account Setup Instructions.pdf
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FR Controls Supporting Docs.zip
500 kB Download
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1000 kB Download
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IR Internal Controls Solution Storyboards.pdf
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REV Controls Supporting Docs.zip
400 kB Download
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IR Policy and Procedure Account Setup Instructions.pdf
300 kB Download
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IR Policy and Procedure Storyboards.pdf
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W for ESEF Demo Storyboard.pdf
800 kB Download
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W for ESEF vs Wdesk.pdf
200 kB Download
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XBRL Setup Instructions.pdf
300 kB Download
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Annual Reporting Scorecard.pdf
200 kB Download
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Management Reporting Scorecard.pdf
200 kB Download
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Management Reporting Account Setup Instructions.pdf
200 kB Download
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ESG Document Request Guide.pptx
300 kB Download
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ESG-Project_Plan_Template-Partners.xlsx
20 kB Download
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3 MB Download
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40 kB Download
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4 MB Download
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7 MB Download
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Global Stat Partner Workshop.pdf
5 MB Download
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ESG P2 Partner Workshop.pdf
4 MB Download
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Management Reporting Partner Workshop.pdf
9 MB Download
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Partner Login Instructions.mp4
9 MB Download
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ESG Data Collection Training.pptx
500 kB Download
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ESG Framework Factbook Training.pptx
400 kB Download
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Management Reporting Storyboards.pdf
1 MB Download
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ESG Document Setup and Designed Reporting Talk Track.pdf
600 kB Download
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ESG MVP - Enablement Brief.pdf
30 kB Download
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Sample Task Email Notification.pdf
80 kB Download
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Processes One Pager (Learning Hub).pdf
800 kB Download
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ESG MVP - Enablement Brief (2).pdf
40 kB Download
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ESG MVP - Enablement Brief (3).pdf
40 kB Download
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ESG MVP - Enablement Brief (5).pdf
20 kB Download
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ESG MVP - Enablement Brief (4).pdf
40 kB Download
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ESG MVP - Enablement Brief (6).pdf
50 kB Download
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Steps for Data Provider (1).pdf
40 kB Download
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ESG Scoping.pdf
60 kB Download
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EU Taxonomy.pdf
60 kB Download
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2. Discovery Intro _ Preparation - Part 2 Transcript.pdf
50 kB Download
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4. High Level Onboarding Plan Transcript.pdf
40 kB Download
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3. ESG Project Workstream and Platform Deliverables Transcipt.pdf
50 kB Download
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1. Discovery Intro _ Preparation - Part 1 Transcript.pdf
40 kB Download
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5. High Level Project Planning.pdf
50 kB Download
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6. Simple End-to-End Data Flow.pdf
50 kB Download
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7. Key Build Activities and Responsibilities.pdf
40 kB Download
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8. Discovery Report Outputs Preparation.pdf
50 kB Download
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9. Discovery Report Outputs Part 2.pdf
50 kB Download
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10. Data Collection - Discovery - Intro 1.pdf
40 kB Download
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11. Discovery Data Collection Part 2.pdf
50 kB Download
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12. Discovery Data Collection Part 3 - System Connectors.pdf
50 kB Download
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13. Discovery Data Collection Part 4.pdf
50 kB Download
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15. Discovery Frameworks Part 1.pdf
50 kB Download
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14. Discovery External Connectors.pdf
40 kB Download
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17. Design _ Build Style Guides _ Linking.pdf
50 kB Download
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16. Discovery Frameworks Part 2.pdf
40 kB Download
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18. Design _ Build Data Collection Part 1.pdf
50 kB Download
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19. Design _ Build External Connectors.pdf
50 kB Download
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20. Design _ Build ESG Base Template Connections.pdf
50 kB Download
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21. Frameworks Design _ Build.pdf
50 kB Download
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22. Enable, Go Live, Roll Forward.pdf
50 kB Download
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ESG Implementation Quick Start Resource.pdf
2 MB Download
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Partners - Learning Path ESG Solution Quick Start Guide.pdf
2 MB Download
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Partners - Learning Path ESG Solution Quick Start Guide (1).pdf
2 MB Download
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ESG Sample Workiva SOW.docx
30 kB Download
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ESG Discovery Template FINAL - Updated as of 5_12_22.tar.gz
60 kB Download
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ESG_Discovery_Template_5.16.22.xlsx
30 kB Download
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Script Processes Home List.docx.pdf
60 kB Download
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Process Builder.docx.pdf
70 kB Download
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EU Taxonomy Guide.pdf
3 MB Download
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Supporting Single Source for SEC Accounts Transcript.pdf
100 kB Download
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Using ORM Transcripts.pdf
60 kB Download
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Using ESG Transcript 2022.11.14.pdf
60 kB Download
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20221201 - API and Scripting Workshop (1).pdf
10 MB Download
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Partner Qualification Documents.pdf
80 kB Download
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Workiva_Partner_Demo_Security_Overview.pdf
400 kB Download
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Workiva_Partner_Security Presentation_2022.pdf
600 kB Download
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20221215 - Leveraging Workiva's processes to automate certifications & more Workshop.pdf
3 MB Download
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20211110 - Annual & Interim Reporting Partner Workshop.pdf
7 MB Download
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20221201 Workiva Scripting and API FAQ.pdf
100 kB Download
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CPE Course Description - Template (3).pdf
50 kB Download
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Glossary _6475d6.pdf
80 kB Download
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Certification Program Ts&Cs.pdf
70 kB Download
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Workiva Public APIs & Scripting Training Transcripts.pdf
70 kB Download
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Workiva Public APIs & Scripting Training.pdf
20 MB Download
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CPE Course Description - Template (5).pdf
50 kB Download
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CPE Course Description - Template (6).pdf
50 kB Download
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CPE Course Description - Template (7).pdf
50 kB Download
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CPE Course Description - Template (8).pdf
50 kB Download
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CPE Course Description - Template (9).pdf
50 kB Download
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CPE Course Description - Template (10).pdf
50 kB Download
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CPE Course Description - Template (11).pdf
50 kB Download
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CPE Course Description - Template (12).pdf
50 kB Download
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CPE Course Description - Template (13).pdf
50 kB Download
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Using Federal Energy Regulatory Commission (FERC).pdf
50 kB Download