Workiva Support Center

From Sustainability Program, you can attach files to metrics as reference or supporting attachments:

• 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.

• 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:

1. From Sustainability Program, open the metric.
2. 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.

3. Specify the files to attach.
   • Upload file
   • Workiva file
   • Online file

   To upload a file as an attachment:

   1. Select Upload file, and click Choose file.
      
   2. 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:

   1. Select Workiva file.
      
   2. In Source file, select the Workiva file to attach.
   3. To attach a specific section of the file, select it in Source section.
   4. Click Attach.

   To attach an online file:

   1. Select Web address.
      
   2. Enter the full URL for the file.
   3. In Display name, enter how the attachment should appear for members, such as in the metric or Workiva Tasks.
   4. 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.

4. 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:

1. From Program overview in Sustainability Program, click Find and replace find_replace, and select Metric details.
   
2. Apply filters to find the metrics to add the attachment to, and click Find.
3. In Results, select the metrics to add the attachment to.
4. In Replace:
   
   • In Change, select Add.
   • In Field, select Reference attachment.
   • In Reference attachment, add the attachments to apply to the selected metrics.
5. 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:

1. 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.
     
2. Select the Program year and collection periods of the attachments to download.
   

3. 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 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.

4. 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 .