To get a designed report onto the Workiva platform for the first time, or when a client first acquires Workiva and wants their previous report on the platform as a starting point, follow these steps:

• Design Options: There are two main pathways to consider:
  - On-Platform Design: This involves creating the design and preparing the report completely within Workiva, leveraging its collaborative tools to maintain data integrity. This method allows for real-time updates and streamlined processes without the need for complex design tools
  - Off-Platform Design: This is for clients familiar with design tools like Adobe InDesign. Begin by curating content within Workiva, export it as an ICML file, and then perform final design touches in InDesign.
  
  https://support.workiva.com/hc/en-us/articles/30523756938132-Designed-reporting-options-On-vs-Off-platform
  
  
• Importing Content: Start by importing content into Workiva. It's recommended to use Word (.docx) format. If importing from a PDF, first convert the content to plain text and then to a Word document.
  
  https://support.workiva.com/hc/en-us/articles/32684157469204-Importing-content-to-Workiva-s-designed-reporting
  
  
• Refining Styles and Layout: Establish a consistent design by setting up style guides in Workiva. You can also integrate design elements created externally by importing them back into Workiva.
  
  https://support.workiva.com/hc/en-us/articles/32683789962260-Plan-your-design-process-on-the-Workiva-platform

These steps ensure that your reports are not only visually appealing but also maintain a high level of data integrity across the platform.