• 

  Mike Davis

  • 23. juni 2020 kl. 20.20
  • Redigert

  Hello and welcome to the Community, Geneva! 👋

  Happy to help knock out these how-tos. Here goes...

  Setting up new users
  

  1. Add the user to the Organization
  2. Add the user to the Workspace 

  Format Home Screen
  Curious what you are looking to do here? 

  Linking files
  As far as linking goes, the usual process is from a Spreadsheet to a Document (or Presentation) although you can certainly go the other way around or link in between the file itself. Creating a link is done by copying a value and then pasting it into a table or text and from the clipboard choosing 'Create links from...'. Here's an article on Linking.

  Send
  Assuming perhaps here you mean Send for Review? If so, you can do this from the Review tab. We touched on it here in this What's New episode and here's some Help content on the subject too. Let me know if I've missed the mark or you have any questions for me there.
  
  Export Documents
  You can export a file either from Home via the right-click option or from the file itself, under File > Export or an/or Save As. These interfaces present different options depending on what it is you want to export as and what file type it is. For example, a Document can be exported as a Microsoft Word Document (.docx), EDGAR, PDF or XHTML. Note that exporting a Workiva document type from Home requires you to have Workspace Owner rights. 
  
  Create Documents
  This is done either from Home under the +Create menu in the top right. You can also create from the same menu but after you have a file open it appears as just the + symbol in the top left. When you import a file, it also creates a file too.
  
  Highlight Section to Keep Track of Items Reviewed
  I assume maybe here you are referring to outline labels? If so, these can be enabled by a Document Owner and then edited/adjusted as needed.

  Hope this was of some help. If there are any questions on the above, just let me know an I'll be happy to elaborate further for you. In the meantime, thanks much for your contributions and have a great rest of your day!

  ***Updated 2026***

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