Workiva Document Onboarding Services by SUMAQ

Sumaq’s trained staff of document management specialists provide low-cost onboarding services, including style guide setup, date table creation, table linking and cell calculations.
Service Type
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Spend less time onboarding new documents in the Workiva platform.

SUMAQ’s Workiva-certified staff of over 25 document management and Quality Assurance specialists have years of experience importing and formatting large and small documents in Workiva. From assisting customers with the transition from a legacy platform, to initiating the document automation process, our specialists accelerate the process of onboarding a number of large documents into the Workiva platform.

Our team creates the initial version of the original document for approval by the customer before you start automation or design services to have you up and running quickly. We specialize in both regulated and non-regulated financial statements, stylized proxies and international filings.

Key Features

The SUMAQ team will:

  • Import, set-up, and create a style guide for your Word, Excel, PowerPoint and PDF files
  • Set up linking and cell calculations
  • Enable automatic generation of documents in the Workiva platform using the Spreadsheets table functionality

SUMAQ is headquartered in Brazil with English, Spanish and Portuguese language skills and operates 24 hours, 6 days a week and is ready to serve your needs.

Compatible Solutions
To use this item, your organization needs to have purchased one of the following solutions.
Annual & Interim Financial Reporting
Audit Management
Bank Reporting
Board Reporting
Capital Markets
CFO Deck
Covenant Reporting
ESEF Reporting
ESG Reporting
Financial Statement Automation
Financial Statements
Flash & KPI Reporting
Government Financial Reporting
Government Management Reporting
IFRS 17 Reporting
Income Statement & Balance Sheet Preparation
Insurance Prospectus
Insurance Reporting
Investment Prospectus
Investment Reporting
Management Reporting (CFO)
Policies & Procedures
Product Line & Business Unit Reporting
SEC Reporting
SEC/Annual & Interim Financial Reporting Solution
SEDAR Reporting
Shareholder Reports
Additional fees apply