Introduction to Workbooks

This video introduces the main features in Wdesk workbooks. Workbooks let you collect and import data from multiple sources, manage the data in your workbook, use formulas for complex computations, and link your data to Wdesk documents to ensure accuracy.

You can give colleagues access to the entire workbook or specific workbook sections for secure collaboration and controlled workflow. Data Validation can control entries through creating rules for pick lists, number ranges, or other parameters.

Update values and key information in the workbook to update all linked documents. Maintain links in your workbook to roll forward as needed.

See additional help articles for details.