If you've spent time in the Workiva Learning Hub, chances are you've taken Using Workiva. It's been the first stop for countless users learning the platform.

Now we've taken it further. Using Workiva is now Workiva General Platform Fundamentals, a rebuilt, expanded course designed for the way modern reporting teams work: together, under deadline, and with accuracy on the line.

What's changed

• New name, new experience: Workiva General Platform Fundamentals is live in the Learning Hub / Partner Resource Library as of November 3, 2026 and takes the place of Using Workiva.

• Same purpose: It's still your starting point for the platform, now with deeper coverage of the capabilities you use most.

• Archive notice: Using Workiva has been archived.

• Who it's for: New users, new Workspace Owners, and anyone who wants a stronger foundation. It's built as the next step after the Introduction to Workiva video series.

• Format: 7 self-paced modules ~2 hours

Learn it the way you'll use it

Reporting is a team sport, so the course follows Charlie, who leads a cross-functional reporting project with multiple teams, dozens of spreadsheets, and tight deadlines. As Charlie moves from endless email attachments and untracked changes to a single source of truth, you'll see how each feature fits the whole cycle. Each module includes knowledge checks, key takeaways, and links to Support Center articles.

What you'll learn

1. Setting the Stage
   Get your bearings before you dive in. Preview how the course is structured, see what each upcoming module focuses on, meet Charlie, and learn how the lessons flow.

2. Platform Orientation and Workspace Navigation
   Make Workiva your own. Personalize your Home page with boards, find what you need with Intelligent Search, and understand how organization roles, workspace roles, and file permissions work together to keep your data secure.

3. Workiva AI
   Meet your digital co-worker. Learn when to use Global Chat versus Intelligent Companions inside your documents and spreadsheets, how Workiva's Responsible AI approach protects your data, and how to write prompts that get accurate results.

4. Document Expertise and Structural Control
   Turn raw files into polished reports. Import Word, Excel, and other files, apply style guides for consistent formatting, structure work with the outline, build automated tables of contents, run Document Health checks, and export to PDF, XHTML, DOCX, and EDGAR.

5. Data Integrity and Linking
   Build the single source of truth. Work with spreadsheets, bring data in through import, Workiva Sync, and Wdata, and create source-to-destination links so one change updates everywhere. You'll also learn to roll forward cleanly into the next reporting period.

6. Visualizing with Presentations
   Make your numbers tell the story. Build slide decks and dynamic charts that stay current through live links, and use AI to help summarize.

7. Collaboration, Review, and Audit
   Keep everyone aligned and everything on the record. Manage comments and tasks, run structured reviews, track changes with blacklines and history, and manage sign-offs with processes and certifications.

Why we updated it

Teams told us what they need most: confidence with the whole platform, from secure setup through audit-ready review, not just the individual features. This course connects the dots, so you finish ready to set up a workspace, build linked and polished deliverables, and run a review cycle without chasing updates.

Get started

• New to Workiva? Start with the Introduction to Workiva video series, then move into Workiva General Platform Fundamentals.

• Already completed Using Workiva? No worries! Feel free to take this updated course when you’re ready.

• Ready to dive in? Learning Hub | Partner Resource Library

Questions or feedback? Leave a comment below or reach out to your Customer Success Manager. We'd love to hear what you think.