Note: Content requests are currently only available in ESG solutions and in the Data Collection or ESG Compliance add-ons.
Open a content request
After the assignee submits their content request, their permissions are set to Viewer. The approver will then receive an email notification along with Viewer permissions to review their work. The content request also appears in the Approval by me section in the Tasks tab in Home.
To open a content request from an email, click Go to Task to open the content request in the assigned file section.
To open the content request from within Workiva:
- From Home, go to the Tasks tab and click the Approval by me section.
- Select the content request to open the Details panel.
- Click the Go to task icon to open the assigned Task location in the file. You’ll be able to see the content request’s details in the Tasks right-hand panel in the file.
Approve or return a content request
After reviewing the assignee's work, click:
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Approve, and the associated process will continue. Both the assignee and approver will retain Viewer access.
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Return to send the content request back to the assignee for rework. The assignee will receive Editor access again.
If returning the content request, the assignee will get a notification that the content request has been returned and will receive Editor access again. Once the assignee edits their work and submits the content request again, the approver will receive another notification to approve or return the edits.