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Wdesk desk manual?

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I am reaching out to see if there is another organization that uses Wdesk to prepare audit workpapers. Our office purchased this software a little over a year and a half ago and we are now working on a desk manual. We are also trying to work out a few kinks regarding importing Excel worksheets and pivot tables. I was hoping to not have to create a desk manual from scratch. Is there someone that can assist?

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  • 正式なコメント
    Brandon Ehrecke

    Hi Brian,

    Thank you for reaching out. This is a great question that would be better suited for your CSM or our support team. The support team can be reached via email at support@workiva.com or via phone at 1.800.706.6526. Please let us know if you have any additional questions. Thank you!

  • Danielle Okland

    We have built-out desktop procedures which align with our practices.  This allows our team to leverage the how-to-guides produced by Workiva and supplement them with our guidance. 

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  • Mike Davis

    Great tips, Danielle! Thanks for sharing 🤜 🤛

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