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Why Use Documents


Maintain one, always up-to-date version of your document, no matter how many teammates contribute. View the automatically updated audit trail to see who changed what, and when.


Work across departments and locations in the same document at the same time. Use directed commenting and tasking functionality to direct teammates to items for input, and share updates in real time.


Ensure accuracy and continuity by linking documents, workbooks and presentations together. When content or numbers change, update it in one place instead of three.

Style Guides

Establish consistency across your reports with fixed style guides. Create a style guide customized to you preferences, and use it period upon period to reduce time spent formatting and editing.

Documents Feature Tour

Structure your document


Create your own document using familiar functionality

Decrease learning curve and training time. Get started right away.

Import starter content from another Wdesk document, Microsoft® Word document, or PDF

Don't reinvent the wheel—make use of current material.

Add colleagues to whole documents or specific sections

Secure collaboration and controlled workflow.

Edit collaboratively


Share changes immediately

Version control—all colleagues are working with the latest data, on the most recent version.

Use blacklines if you need to compare versions

Easy comparison between versions.

Specify who should weigh in on what content with directed commenting.

Ties comments directly to content and eliminates ambiguity.

Link content


Link data or text from workbook to a document or presentation in any combination or order

Change once in the source location to see changes throughout.

How Our Customers Use Documents

SEC Filings

SEC Filings

Our customers use documents to compile, edit, review and file the full range of SEC forms and documents. Roll forward functionality and XBRL tagging streamline the process from start to file.

SOX documents

SOX Documents

Use documents to create your process narrative, and link data from your internal risk control matrix and text of controls workbooks to ensure all documents reflect the same values.

Learn More About Evidence Management
Management reports

Management Reports

Documents can be used for the full range of management reports—from monthly business unit reports to upper management to polished annual reports to be distributed publicly.

Learn More About Monthly Performance Reporting

Additional Uses for Documents

Risk Reporting

Use documents in conjunction with workbooks to capture all data across your enterprise risk reporting network. Link data from workbooks to documents to efficiently manage and represent risk data across reports.


Financial Disclosures

Link dates, text, and numbers for all of your disclosures to update as soon as data is provided.



Build GRI, DJSI, and CDP reports by linking your sustainability data from it's original source.

Investor Relations

Link your SEC workbook to your earnings release and call script to keep all IR documents—and departments—in sync.


Rate Case Applications

Save time on rate case applications by bringing your process inside Wdesk. Link data from workbook to documents and collaborate virtually across departments within one version of the document.


CAFR Reports

Ensure compliance in your CAFR reports by creating and linking them in Wdesk. When a source number changes in one place, ensure it's changed across the board.


Experience Documents Today

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