From Sustainability Program, you can attach files to metrics as reference or supporting attachments:
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Reference attachments provide context about an overall metric, such as to help members prepare or approve its values:
- Guidance downloaded as a portable document file (PDF) from a framework
- Example formulas used to calculate values
- Organizational goals that the metric supports
Tip: Workspace members assigned to prepare or approve a metric's values can refer to these files as they complete their tasks in Workiva Tasks or from a connected source file.
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Supporting attachments provide context about a specific value within a metric, such as utility bills, calculations, or other evidence provided as part of its data collection.
Note: To help identify a supporting attachment when downloaded for an audit request, include the context of its value — such as collection period and dimension — in its file name.
Attach files to a metric or value
To add an attachment to a metric, you can:
- Upload it from your local drive or network, such as for a PDF, image, or other file
- Reference its file in your Workiva workspace, such as for a Spreadsheet or Document
- Create its hyperlink, such as for a file in Google Drive®, Microsoft SharePoint®, or other online storage
Tip: From Find and replace, you can add a reference attachment to multiple metrics at once.
To attach a file:
- From Sustainability Program, open the metric.
-
Choose whether to add a reference or supporting attachment:
-
To attach a file about the metric, such as general guidance
or
example formulas, click Reference attachments
in Metric details.
-
To attach a file about a value, such as supporting evidence
or calculations as part of data collection,
click
Attach in Attachments for the
value in Values.
Note: Each value can have up to 50 supporting attachments.
-
To attach a file about the metric, such as general guidance
or
example formulas, click Reference attachments
in Metric details.
-
Specify the files to attach.
To upload a file as an attachment:
-
Select Upload file, and
click
Choose file.
-
Browse to and select the file to upload.
Note: You can upload most file types, up to 500MB.
To attach a Workiva file — such as a Spreadsheet or Document — in your workspace:
-
Select Workiva file.
- In Source file, select the Workiva file to attach.
- To attach a specific section of the file, select it in Source section.
- Click Attach.
To attach an online file:
-
Select Web address.
- Enter the full URL for the file.
- In Display name, enter how the attachment should appear for members, such as in the metric or Workiva Tasks.
- Click Attach.
Note: If you use the Program as a query data source, the Supporting attachments column of the query results includes only the file names of uploaded files; no Workiva files or web addresses appear.
-
Select Upload file, and
click
Choose file.
- After you add all attachments, click Save.
Add same reference attachment to multiple metrics
To use the same reference attachment with multiple related metrics, add it from Find and replace:
- From Program overview in Sustainability Program, click Find and replace , and select Metric details.
- Apply filters to find the metrics to add the attachment to, and click Find.
- In Results, select the metrics to add the attachment to.
- In Replace:
- In Change, select Add.
- In Field, select Reference attachment.
- In Reference attachment, add the attachments to apply to the selected metrics.
- Click Update all.
To learn more, view Find and replace details of metrics or tasks in Sustainability Program.
Download attachment
Note: You can download only files uploaded as attachments, not Workiva files or online resources added as attachments.
To save a copy of a file uploaded to a metric as a reference or supporting attachment, click its name to download it to your browser's Downloads folder.
Download supporting attachments in bulk
To help ease audit requests, you can download a ZIP file of supporting attachments uploaded for a reporting year's values, based on:
- A specific metric
- A topic's metrics
- The Program as a whole
Note: The ZIP file will contain only the values' supporting attachments, not the metrics' reference attachments. To save a file uploaded as a reference attachment, download it from its metric.
Tip: For additional context within the ZIP file, Program Owners can enable a Program setting to automatically append a timestamp to attachment file names to indicate when they were uploaded to values.
To download supporting attachments:
- From Sustainability Program, decide which values to download attachments for:
- For values within the same metric or a topic, select the metric or topic in the outline, then select Download metric attachments from its menu.
- For values within multiple topics, select Program overview in the outline, then select Download metric attachments from the menu.
- Select the Program year and collection periods of the attachments to download.
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Specify the attachments to include in the ZIP file:
- For all attachments for the chosen periods, select Download attachments.
-
For specific attachments, select Download only specific attachments, then choose the attachments to download.
Tip: To help find a specific attachment, click Search to search for it by name.
Note: If your download exceeds 1,300 attachments or 1.5 gigabyte (gb), select fewer files, or download them based on their topics or metrics.
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To save the ZIP file, click Download.
Tip: The ZIP file organizes attachments in a folder structure based on the Program outline.
Delete attachment
To remove an attachment from a metric, click Delete .