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 * Intro to Workiva
 * Solution guides
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 * Files & folders
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INTRO TO WORKIVA

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What is Workiva?
Tour Workiva
Icons in Workiva
Overview of Home
What is Linking?
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Intro to Documents
Intro to Spreadsheets
Intro to Presentations
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SOLUTION GUIDES

Workiva for Design Reporting
Workiva for GSR Reporting
Workiva for ESEF Reporting
Workiva for SEC Reporting
Workiva for SOX/Controls Management
Workiva for Audit Management
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Workiva for Policies and Procedures
Workiva for Enterprise Risk Management
Workiva for Financial Reporting
Workiva for FERC Reporting
Transfer Pricing reporting in Workiva
ESG Reporting in Workiva


WORKSPACES

Intro to Workspaces
Create a workspace
Switch between workspaces
Move or copy a file to another workspace
Find members and admins
Share data between workspaces



ROLES & PERMISSIONS

Understanding roles
Understanding permissions
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FILES & FOLDERS


CREATE AND USE

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Import or export a Workiva file
Star files and folders
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MANAGE AND COLLABORATE

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Move files to the Trash


LINKING

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Link Properties
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Format linked values
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View or download linked file details


DESIGN

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