From an ESG Program metric, you can upload and manage PDFs, images, and other files as:
- Reference attachments about the overall metric, such as guidance, goals, or example formulas
- Supporting attachments for a specific value, such as utility bills, calculations, or other evidence
Attach files to a metric
You can attach reference and supporting files to ESG Program metrics or their values, respectively.
In Metric details, attach reference files to help ease or instruct data collection, such as:
- Guidance downloaded from ESG frameworks
- Example formulas used to calculate values
- Organizational goals that the metric supports
Tip: To reference a spreadsheet or document in the Workiva Platform, add it to the ESG Program in Program files.
To upload reference attachments:
- From the ESG Program topic, open the metric.
- In Metric details, click Reference attachments.
- Browse to and select the files to attach, and click Attach.
Tip: To reference a spreadsheet or document in the Workiva Platform, connect it as the value's source, or add it to the ESG Program in Program files.
From the metric's value, upload supporting attachments, such as the actual calculations used to derive it:
- From the ESG Program topic, open the metric.
- In Metric value, click Supporting attachments.
- Browse to and select the files to attach, and click Attach.
Download an attachment
To download an attachment to your browser's Downloads folder, click the file's name in Reference attachments or Supporting attachments.
Delete an attachment
To remove an attachment from an ESG Program metric or value, click Delete .