Note: Content requests are currently only available in ESG solutions and in the Data Collection or ESG Compliance add-ons.
Open a content request
Whenever a content request in a process starts, assignees receive an email notification along with Editor permissions to the selected file section. The content request also appears in the Assigned to 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 Assigned to 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.
Complete a content request
Once you finish the content request, click:
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Complete if the content request doesn't need an approval
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Submit if the content request requires approval
The associated process will be updated, and the assignee’s permissions will be set to Viewer. If applicable, the approver will be notified to review the work done for the content request and will also receive Viewer permissions to the file section. After reviewing, the approver can then approve or return the content request.