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TABLE OF CONTENTS
I. Collection of Personal InformationII. Information We Receive from Third
PartiesIII. Use of Personal InformationIV. Disclosure of Personal InformationV.
Links to Other WebsitesVI. SecurityVII. Privacy Policy for ChildrenVIII. Data
RetentionIX. Your Privacy Rights & ChoicesX. International Transfer of Personal
InformationXI. Changes to These TermsXII. Questions


WORKIVA PRIVACY POLICY

 

Date Posted and Effective Date: December 31, 2019
Last Updated: October 4, 2023

 


LEARN ABOUT OUR COMMITMENT TO PRIVACY:

 * Legal
 * Careers Privacy Policy
 * Services Privacy Policy
 * State Specific Privacy Policy

 



 

Workiva Inc. and its affiliates (“Workiva,” “we,” “us,” or “our”) are committed
to respecting your privacy, and want you to know how we collect, use, and
disclose information. This Privacy Policy describes our practices regarding the
collection, use, and disclosure of personal information when you visit the
various websites we own and operate (“Sites”) or visit our offices; communicate
with us; and register for, attend, or participate in our events or webinars.

Please note, this Privacy Policy does not apply to data submitted or uploaded by
Workiva customers in the Workiva platform (“Customer Data”). Workiva’s
processing of Customer Data is governed by the applicable agreement between
Workiva and the customer.

Residents of some U.S. states have certain rights with respect to the
collection, use, and disclosure of their personal information. Our State
Supplemental Privacy Policy (which is incorporated in and a part of this Privacy
Policy) provides more details about the personal information we collect from or
about residents of those states, including how we use and disclose personal
information, as well as those residents’ rights under applicable state law.

Please take a moment to review the terms of this Privacy Policy. By using our
Sites, you agree to accept the terms of this Privacy Policy. If you do not agree
to the terms of this Privacy Policy, please do not use the Sites.


I. COLLECTION OF PERSONAL INFORMATION

A. Active Collection and Use:

We collect personal information that you voluntarily provide when you use the
Sites or visit our offices; communicate with us (e.g. by email, phone calls, or
chatbot); or register for, attend, or participate in our events or webinars. For
example, in order to access the Sites, including services and the information
available on the Sites, you may be required to register with the Sites and/or
provide some personal information, such as your name, email address, phone
number, company name, job title, country and/or state information, or other
contact information.

If you register for, attend, or participate in a Workiva event or webinar
(virtual or in person), you may be required to provide us with your contact
information, such as your name, email address, phone number, company name, job
title, country and/or state information. You may also be required to provide
your financial and billing information (such as the billing name and address,
and credit card information) if the event or webinar has a registration fee. 

If you communicate with us via chatbot, phone, or video call, we may record and
transcribe the call in accordance with applicable law, for training, quality
assurance and administration purposes, but only if we have informed you of this
beforehand and giving you the opportunity to not have the call recorded. If you
communicate with us via the chatbot on our Sites, you may be required to provide
some contact information such as name, title, address, email address, and
telephone number.  

B. Aggregate Information and Passive Information Collection:

From time to time, we may collect general, statistical information about the use
of the Sites, such as how many visitors visit a specific page on the Sites, how
long they stay on that page, and which hyperlinks, if any, they “click” on. We
collect this information through the use of “cookies” and similar technologies,
which are discussed in greater detail below. Our system may also automatically
collect operational information about the technology you use, such as your
browser, type of computer, operating systems, internet service providers and the
domain name of the websites from which you linked to our Sites. We collect this
information in order to determine which areas of the Sites are most popular and
to enhance the Sites for visitors. We may also use this information for security
purposes, to detect and to block security breaches and to provide you with a
safe online environment.

 * IP Addresses: An IP address is an identifier that is automatically assigned
   to your computer when you use the Internet. Workiva collects IP addresses for
   purposes of system administration, to report aggregate information to third
   parties and to track the use of the Sites. When visitors use our Sites, our
   servers log the visitors’ IP addresses and may derive geographic location
   information (e.g., country, region) using the IP addresses.
 * Cookies, Beacons, and Similar Technologies: We partner with third parties to
   display advertising on our Sites and to manage our advertising on other
   sites. Our third-party partners may use cookies or similar technologies to
   provide you advertising based upon your browsing activities, interests, and
   other interactions with our Sites. Cookies are small bits of information that
   a website sends to your web browser that helps the site remember information
   about you and your preferences across multiple visits. You can set your
   browser to accept all cookies, to reject all cookies, or to notify you
   whenever a cookie is offered so that you can decide each time whether to
   accept it. If your browser is set to reject cookies, websites that are
   cookie-enabled may not recognize you when you return to the website, and some
   website functionality may be lost. You can toggle your cookie settings on our
   webpages via the “Cookie Preferences” link at the bottom of site.

We may also use electronic images known as web beacons (also referred to as
single-pixel gifs) on the Sites or in our emails that permit Workiva to count
users who have visited our Sites, determine if an email has been opened and
acted upon, and compile aggregated statistics concerning the use of the Sites
(e.g., recording the popularity of certain Site content and verifying system and
server integrity). Web beacons collect only a limited set of information,
including a cookie number, the time and date of a page view, and a description
of the page on which the web beacon resides. Web beacons/pixels may also be used
by advertising partners to infer the presence of a common user across multiple
devices or browsers to provide personalized advertising on devices inferred from
browsing patterns. 

We also use Google Analytics, a web analytics service provided by Google, Inc.
Google Analytics uses cookies to analyze use patterns and may collect
information about your use of the Sites, including your IP address. More
information on Google Analytics can be found here:
www.google.com/policies/privacy/partners/. If you would like to opt-out of
having your data used by Google Analytics, please use the Google Analytics
opt-out available here: https://tools.google.com/dlpage/gaoptout/. Please note
that we make no representations regarding the functionality of Google opt-out
mechanisms, and further, opting out of Google Analytics will not preclude the
use of your data by other analytics services that we may use.

For a listing of some of the types of cookies utilized for our Sites,
please click here or by clicking “Cookie Preferences” at the bottom of our
webpages. Your browser may have setting that allows you to indicate a “Do Not
Track” preference. As of the date of this Privacy Policy, not all browsers offer
a “Do Not Track” option, and “Do Not Track” signals are not yet uniform. For
this reason, please note that our Sites do not respond to “Do Not Track” signals
or other similar mechanisms.


II. INFORMATION WE RECEIVE FROM THIRD PARTIES

We may receive information about you from other sources, including
publicly-available databases or social media sites, and we may combine this
information with information we have collected about you from other sources.
This helps us to update, expand and analyze our records, assess and identify new
customers and potential customer opportunities, and provide products and
services that may be of interest to you.

Examples of the types of personal information that may be obtained from public
sources or purchased from third parties and combined with information we already
have about you (for the purpose of creating more tailored advertising and
products), may include:

 * Purchased marketing data about our customers from third parties
 * Data and other information available publicly on social media sites


III. USE OF PERSONAL INFORMATION

We may use information collected to:

 * Improve the content of our Sites and to improve our products and services;
 * Customize the Sites and the products and services we provide to your
   preferences;
 * Communicate with you about our products and services, webinars, events,
   certifications, promotions, and sweepstakes;
 * Authenticate your identity for secure handling of Workiva's clients'
   accounts;
 * Conduct marketing and perform marketing research and other internal
   analytics;
 * Ensure you are no longer contacted in the event you unsubscribe from
   marketing campaigns;
 * Market future available products and services, including our software
   offerings, that may be of interest to you;
 * Measure your interest in our products and services;
 * Assess and identify new customers and potential customer opportunities;
 * Conduct user experience research and administer experience surveys;
 * Provide webinars, events, certifications, promotions, and sweepstakes,
   including the management of your registration and participation in such
   events;
 * Provide you access to the Workiva Community, including the registration and
   authentication of your identity to the Workiva Community;
 * Maintain the security of the Sites and our product and services;
 * Manage our general business administration, including Site management,
   accounting, recordkeeping, and legal functions; and
 * Enforce our policies and comply with applicable law.

We may also use information that does not personally identify you for any
purpose, except where we are required to do otherwise under applicable law. We
may combine, aggregate, or de-identify any of the information we collect from
you with information we may collect from or about you from any other online or
offline source and use it for any purpose, including product and service
development and improvement activities, except where we are required to do
otherwise under applicable law.

We do not use personal information for purposes of automated decision-making
that produces legal effects concerning or similarly significantly affects you.


IV. DISCLOSURE OF PERSONAL INFORMATION

We do not sell your personal information to third parties in exchange for money
or as “sell” is traditionally defined. We may sell and share your personal
information to third parties for business or commercial purposes, as the terms
“sell” and “share” are defined in the California Consumer Privacy Act (e.g., our
use of cookies and similar technologies may be considered a “sale” or “sharing”
of personal information under California law). We may also disclose the personal
information that we collect and use it as described in this Privacy Policy and
any other applicable privacy notices or opt-ins that you receive.

 * Affiliated Entities. We may disclose your personal information to our
   affiliated companies for the purposes described in this Privacy Policy.
 * Service Providers. We may disclose your personal information to service
   providers who provide us with services for our Sites, as well as other
   products and services, such as general administration, cloud providers, web
   hosting, data analysis, customer service, infrastructure provision,
   technology services, email and mail delivery services, legal services, and
   other similar services. We grant our service providers access to personal
   information only to the extent needed for them to perform their functions,
   and we require them to protect the confidentiality and security of such
   information.
 * Commercial and Collaboration Partners. We may disclose your personal
   information to our partners that provide similar products or services so they
   may promote such products and services for sale in conjunction with Workiva’s
   products and services. Depending on the choices you have made and the nature
   of the joint activity, these third parties may contact you regarding
   Workiva-related products, programs, services, and promotions that may be of
   interest to you.
 * At your direction. We may disclose your personal information to other parties
   with your consent or at your direction.
 * Business Transfers or Assignments. If we decide to reorganize or divest part
   or all of our business or a line of our business, including our information
   databases and websites, through a merger, sale, joint venture or
   collaboration, assignment, transfer or other disposition of all or any
   portion of our business, assets or stock (including in connection with any
   bankruptcy or similar proceedings), we may transfer any and all information
   that we collect from Site users or offline to a third party. We will disclose
   your personal data to such company (without your consent or any further
   notice to you). In such circumstances, we will seek written assurances that
   your personal information submitted through our Sites will be protected
   consistent with this Privacy Policy.
 * Other Third Parties. We may disclose certain information collected by third
   parties to such third parties, such as information collected via cookies,
   pixels, web server data, and other similar technologies.
 * Legal and Regulatory. We reserve the right to disclose your personal
   information as required by law, when we believe disclosure is necessary or
   appropriate to comply with a regulatory requirement, judicial proceeding,
   court order, government request, or legal process served on us, or to protect
   the safety, rights, or property of our customers, the public, Workiva, or
   others. We have no obligation to notify you of such disclosures, except as
   required by applicable law.
 * Aggregate Information. We may disclose information that does not personally
   identify you for any purpose, except where we are required to do otherwise
   under applicable law.


V. LINKS TO OTHER WEBSITES

Please be aware that when you are on the Sites, you could be directed to other
websites that are beyond our control. There may be links to other websites from
the Site's pages that take you outside our Sites. This Privacy Policy does not
apply to any products, services, websites, or content that are offered by third
parties that have their own privacy notices. These other websites may send their
own cookies or other tracking technologies to visitors to collect data or
solicit personal information. The privacy policies of these other websites may
be significantly different from this Privacy Policy. We are not responsible for
the privacy practices of these other websites and cannot guarantee the security
of any of your personal information collected there.


VI. SECURITY

Protecting the security of your personal information is very important to us.
When you transmit personal information from your computer to our servers, your
information is protected by industry standard encryption. Once we receive your
transmission, we will take reasonable precautions to ensure its security on our
systems. While we utilize all of our security and data protection preventative
measures, the internet is inherently insecure. As a result, while Workiva
strives to protect your personal information and privacy, we cannot guarantee or
warrant the security of any information you disclose or transmit to us online.

Users are required to sign-in to specific secured areas of Workiva Sites, such
as the Workiva Community, using a user ID and password. These authenticate the
user and are designed to safeguard against unauthorized access and use of a
user's account. The user ID and password are used on a secure web page and
encrypted when transmitted over the internet.

The safety and security of your information also depends on you. If you have
access to password-protected features, never share your password with anyone
else, notify us promptly if you believe your password security has been
breached, and remember to log off of this site before you leave your computer.
Similarly, any personally identifiable information or personally sensitive data
that you disclose through online forums hosted on the Sites may be collected and
used by others. We recommend caution when giving out personal information to
others in these public online forums.

If at any point you suspect or become aware that your password has been stolen
or you receive suspicious communication from someone holding themselves out to
be a Workiva employee or from a fake website claiming to be affiliated with
Workiva, please forward the communication to us or report the incident by email
to privacy@workiva.com, or in writing to Workiva at Workiva Inc., Attn: Legal,
2900 University Blvd., Ames, Iowa 50010, as soon as possible.


VII. PRIVACY POLICY FOR CHILDREN

We do not knowingly collect information from children under the age of 16 on the
Sites. If you are under the age of 16, please do not provide any personal
information to us. If we become aware that we have collected personal
information from a child under the age of 16, we will promptly take commercially
reasonable efforts to delete such information from our database.


VIII. DATA RETENTION

We retain your personal information for only as long as is necessary for the
purpose for which it was collected. In certain circumstances, we may be required
by law to retain your personal information, or may need to retain your personal
information in order to continue providing a service.


IX. YOUR PRIVACY RIGHTS & CHOICES

You may have certain rights with respect to your personal information, subject
to local data protection laws. Depending on the applicable laws, you may have
the right to the following information regarding our processing of your personal
information:

 * the purposes of the processing;
 * the categories of personal information concerned;
 * the recipients or categories of recipients to whom the personal information
   have been or will be disclosed; and
 * where possible, the envisaged period for which the personal information will
   be stored, or, if not possible, the criteria used to determine that period.

This notice is intended to provide all of this information. Any questions about
these details may be directed to privacy@workiva.com.

Depending on the applicable laws, you may also have the following rights with
respect to your personal information:

 * the right to request access to the personal information that we maintain
   about you, as well as the right to request rectification of any information
   that is inaccurate or incomplete;
 * the right to request a copy of your personal information in electronic
   format, so that you can transmit the information to third parties, or to
   request that we directly transfer your personal information to one or more
   third parties;
 * the right to object to the processing of your personal information for
   marketing and other purposes;
 * the right to erasure of your personal information when it is no longer needed
   for the purposes for which you provided it, as well as the right to restrict
   processing of your personal information to certain limited purposes where
   erasure is not possible; and
 * the right to lodge a complaint with the supervisory authority where you
   believe that your rights have been violated.

To exercise any of these rights, please click here or contact us at
privacy@workiva.com. We will respond to your request within a reasonable
timeframe in accordance with applicable law.

You may contact us here to update or correct your personal information and your
preferences provided to us through the Site, or opt out of receiving mailings or
other communications in which you previously chose to participate. Different
programs and services may offer different phone numbers, links, or preference
managers that allow you to inform us of your updates and choices, including
opting out of particular communications. You may also contact our Privacy team
for assistance at privacy@workiva.com if you have difficulty finding these tools
or otherwise updating your data or preferences. We may need to retain certain
personal information for recordkeeping purposes and/or to complete any
transactions that you began prior to requesting a change or deletion. We will
endeavor to comply with your request as soon as reasonably practicable and in
accordance with applicable law.

If you no longer wish to receive promotional emails from us on a going-forward
basis, you may opt out of receiving such emails by following the “unsubscribe”
directions on the emails or by changing your preference settings in the Email
Preference Center.

For more information relating to residents of certain U.S. states, including
California, Colorado, Connecticut, Nevada, Utah, and Virginia, please see our
State Supplemental Privacy Policy.


X. INTERNATIONAL TRANSFER OF PERSONAL INFORMATION

Workiva is a global business. Personal information may be stored and processed
in any country where Workiva has operations (our office locations can be found
here) or where Workiva engages service providers. In particular, Workiva
collects and transfers to the United States personal information pursuant to the
legitimate bases detailed in this Privacy Policy.

A. Legal Basis for Collection of Personal Information for Residents of the
European Economic Area (“EEA”), the United Kingdom, and Switzerland

We process your information for the specific purposes listed above pursuant to a
legal basis, including the following:

 * Compliance with applicable laws or performance of a contract: In specific
   circumstances, we may need to process your information to comply with a
   relevant law/regulation or to fulfill our obligations under a contract with
   you. Where we process your information to meet our legal obligations, you
   will likely not be permitted to object to this processing activity, but you
   will usually have the right to access or review this information unless it
   would impede our legal obligations. Where we process your information to
   fulfill a contractual obligation to you, you might not be able to object to
   this processing, or if you do choose to opt-out or object to our processing,
   it may impact our ability to perform a contractual obligation that you are
   owed.
 * Our legitimate interest: We may process your information based on our
   legitimate interests in communicating with you and managing our interactions
   with you regarding our products, services, and education opportunities. In
   addition to the other rights you may have, described below, you have the
   right to object to such processing of your information. You can register your
   objection by contacting us at privacy@workiva.com.
 * Your consent:  In some cases, at the point at which you provide information,
   we may ask you for your consent to collect and process your information.  If
   you choose to provide us with your consent, you may later withdraw your
   consent (or opt-out) by contacting us at privacy@workiva.com. Please note
   that if you withdraw your consent, it will not affect any processing of your
   information that has already occurred. Where we process your information
   based on consent, we will provide more detailed information to you at the
   time when we obtain your consent.

B. Cross-Border Transfers of Personal Information

Workiva may transfer, access, or store personal information about you outside of
the European Economic Area (“EEA”), United Kingdom, Switzerland, or another
country that requires legal protections for international data transfers. Those
countries, including the United States, may have data protection laws and
regulations that are different from those of your country of residence and may
not have received a finding of “adequacy” from the European Union under Article
41 of the GDPR. To facilitate transfers of personal information to such
countries, Workiva will ensure that an adequate level of protection is provided
for the information by using one or more of the following approaches:

 * Adequacy Decisions: Workiva may transfer personal information to countries
   that have privacy laws that have been recognized by the country from which
   the data are transferred as providing similar protections for the data.
 * Standard Contractual Clauses: Workiva may enter into written agreements with
   recipients, such as standard contractual clauses approved by the European
   Commission or other applicable supervisory authority, that require the
   recipients to provide the same level of protection for the data.
 * Other Transfer Mechanisms: Workiva may rely on other transfer mechanisms
   approved by authorities in the country from which the data are transferred.

C. Data Privacy Framework

Workiva complies with the EU-U.S. Data Privacy Framework (EU-U.S. DPF), the UK
Extension to the EU-U.S. DPF, and the Swiss-U.S. Data Privacy Framework
(Swiss-U.S. DPF) as set forth by the U.S. Department of Commerce. Workiva has
certified to the U.S. Department of Commerce that it adheres to the EU-U.S. Data
Privacy Framework Principles (EU-U.S. DPF Principles) with regard to the
processing of personal data received from the European Union in reliance on the
EU-U.S. DPF and from the United Kingdom (and Gibraltar) in reliance on the UK
Extension to the EU-U.S. DPF.  Workiva has certified to the U.S. Department of
Commerce that it adheres to the Swiss-U.S. Data Privacy Framework Principles
(Swiss-U.S. DPF Principles) with regard to the processing of personal data
received from Switzerland in reliance on the Swiss-U.S. DPF.  If there is any
conflict between the terms in this privacy policy and the EU-U.S. DPF Principles
and/or the Swiss-U.S. DPF Principles, the Principles shall govern.  To learn
more about the Data Privacy Framework (DPF) program, and to view our
certification, please visit https://www.dataprivacyframework.gov/.

Workiva is responsible for the processing of personal data it receives, under
the DPF, and subsequently transfers to a third party acting as an agent on its
behalf. Workiva complies with the DPF Principles for all onward transfers of
personal data from the EU, UK, and Switzerland, including the onward transfer
liability provisions.

The Federal Trade Commission has jurisdiction over Workiva’s compliance with the
EU-U.S. DPF, the UK Extension to the EU-U.S. DPF, and the Swiss-U.S. DPF. In
certain situations, Workiva may be required to disclose personal data in
response to lawful requests by public authorities, including to meet national
security or law enforcement requirements.

In compliance with the EU-U.S. DPF, the UK Extension to the EU-U.S. DPF, and the
Swiss-U.S. DPF, Workiva commits to refer unresolved complaints concerning our
handling of personal data received in reliance on the EU-U.S. DPF, the UK
Extension to the EU-U.S. DPF, and the Swiss-U.S. DPF to TRUSTe, an alternative
dispute resolution provider based in the United States.  If you do not receive
timely acknowledgment of your DPF Principles-related complaint from us, or if we
have not addressed your DPF Principles-related complaint to your satisfaction,
please visit https://feedback-form.truste.com/watchdog/request for more
information or to file a complaint.  These dispute resolution services are
provided at no cost to you.

Under certain conditions, more fully described on the Data Privacy Framework
website, you may invoke binding arbitration when other dispute resolution
procedures have been exhausted.

D. EU Representative

Workiva Netherlands B.V. is Workiva’s EU data protection representative. The
privacy representative of Workiva Netherlands B.V. can be reached at the
following address: Workiva Netherlands B.V., Attn: Legal, Achtergracht 14, 1017
WP Amsterdam, Netherlands.

E. Additional Information for Residents of Australia

If you are a resident of Australia and you are not satisfied with our handling
of a complaint or do not agree with the resolution proposed by us, you may make
a complaint to the Office of the Australian Information Commissioner (“OAIC”) by
contacting the OAIC using the methods listed on their website.


XI. CHANGES TO THESE TERMS

The terms of this Privacy Policy may change from time to time. We will notify
you of any material changes to this Privacy Policy by posting a notice, on the
homepage of the Sites for a reasonable period of time, that this Privacy Policy
has been updated, and by changing the “Last Updated” date at the top of this
Privacy Policy. We encourage you to check this page periodically for any
changes. Your continued use of the Sites following the posting of changes to
these terms will mean you accept those changes.


XII. QUESTIONS

If you have any questions, inquiries, or complaints regarding this Privacy
Policy or our Sites generally, please contact us at privacy@workiva.com or
Workiva Inc., Attn: Legal, 2900 University Blvd., Ames, Iowa 50010, United
States. Workiva values your trust and will take the appropriate measures to
protect your personal information.

© 2019-2023 Workiva All rights reserved.

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ONLINE REGISTRATION IS CURRENTLY UNAVAILABLE.

Please email events@workiva to register for this event.


OUR FORMS ARE CURRENTLY DOWN.

Please contact us at info@workiva.com


OUR FORMS ARE CURRENTLY DOWN.

Please contact us at info@workiva.com