Working in Wdesk

What is Wdesk?

Wdesk is a document and data collaboration platform that helps teams work together. It is cloud-based, which means you can access your work from almost any device.

Teams can work together on complex business reports or simple day-to-day activities in one place. Wdesk enables your organization to get things done accurately and efficiently.

Wdesk Home

Files and Documents

In Wdesk, there's no switching between multiple versions files. You can collaborate with your team in a way that's controlled and transparent. In a nutshell, your documents in Wdesk are safe, up-to-date, and as accessible as you want them to be.

Wdesk Files

File Types


Collaborate with your team on documents at the same time, scroll through the full document, and create split-screen views.


Collaborate at the same time on sheets, work with large amounts of data, create cross-sheet formulas, and create split-screen views.


Collaborate and format presentations with your team at the same time using information and data from documents and spreadsheets.

Classic File Types

Classic Documents

Classic documents have sections that lock and then you share your work with others.

Classic Workbooks

Classic Workbooks have sections that lock and then you share you work with others.

Classic Presentations

Classic Presentations have sections that lock and then you share with your work with others.

Classic Data Collection

Gather data points from across your organization in a consistent way. It lets you compare and aggregate data.

Organizing Files


The primary way of organizing all of your Wdesk files, such as documents, spreadsheets. They also help make things easier to find.


Use projects to organize classic documents for a filing. You can also use projects for rolling forward either classic or next generation files.


Combine related documents from both Wdesk and outside sources. Use binders to combine reports with supporting documents for executive review.

Searching for Files

Search is the quickest way to find something if you know the name, or part of the name of the file you’re looking for. If you have a large number of files, you can also sort alphabetically, by file type, or by date modified.

Wdesk Search

Permissions and Roles

In Wdesk, you grant and control access using a combination permissions and roles. To set the overall access needed in a workspace, assign a role to provide access to features and then set permissions for documents or data.

Permissions determine the level of access to documents or data. Set permissions for a member or group to provide the access needed.

Roles allow you to control what features a member has access to in a workspace. Assign roles to set what members can do in a workspace. Only workspace and organization admins can assign roles to members in a workspace.

  • Permissions provide access to documents and data, such as a specific document or section.

  • Roles provide access to features, such as Filing or XBRL.

What’s Next

Now that you have a sense of the basics, here are a few things to help you along the way: