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Markup attachments

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During the review process, you may want to markup attachments to note requests and approvals.

Currently, you can markup the following file types:

  • .pdf
  • .docx
  • .xlsx 

Open an attachment

To markup an attachment, you’ll need to open an existing attachment in Workiva. Learn more about uploading attachments.

To open the Markup Viewer:

  1. From the Attachments panel, click the arrow next to an attachment.
  2. Select Open in Markup Viewer .

open the attachment from the attachments panel dropdown

Your attachment opens in a new tab.

Use the Markup toolbar

The Markup toolbar allows you to add drawings, symbols, stamps, and text to your attachment.

You can add lines and shapes using the icons on the toolbar.

select a line or shape to add to your document

To change shape’s fill or outline color, use the dropdown menus.

change a shape's fill or outline color using the menu

To add text, select the Text tool and click in your document to add a text box. You can change the font’s size or color from the dropdown menus.

click to add a text box and use the toolbar to change the font size

You can add different icons, like tie out symbols and tickmarks, from the options on the toolbar.

add icons using the options in the toolbar

You can use the tilde key to continue adding the same markup throughout your attachment. Select a markup option from the toolbar, hold the tilde (~) key on your keyboard, and click on the attachment file to multi-insert markup.

To mark your attachment as approved or reviewed, you can add a Stamp. Select an option from the menu to automatically add your stamp to the first page of your attachment.

add a stamp that includes your username and date

Your username and the date are automatically added to this stamp. Adjust your stamp’s size to view all the included information.

click and drag the corner of the stamp to show all information

To remove an item, select the item and click Remove or press BACKSPACE on your keyboard.

select an item and click remove to delete it

Use the Attachments panel on the left side of the Markup viewer to switch between the files attached to your document without returning to the main document.

you can move between attachments by clicking through the list in the left panel

Export attachments with markup

After marking up your document, you can export your attachment with the markup included.

To export an individual attachment:

  1. From the Attachments panel in your main document, click the arrow next to the attachment.
  2. Select Download.
  3. Choose an option:
    • Original downloads the file without markup.
    • As PDF with Markup includes your markup content.
    • Zip (original, PDF) downloads a copy of your original file and the marked up PDF into a single folder.

select an export option from the attachments panel

To export multiple attachments:

  1. From the Attachments panel in your main document or within the Markup viewer, click Export Attachments .
    select export attachments at the top of the panel
  2. Select whether you want to include all attachments or just the current section.
  3. To export markup with your attachments, check Include markup. 
  4. Select whether you want to include copies of your original files:
    • If you want to include an original copy of all of your files, select For all attachments.
    • If you'd only like to include one copy of each file, select Only for attachments without markup. Your folder will contain one version of each attachment—a marked-up PDF for all attachments with markup or the original file if your attachment does not contain markup.
    select when to include a copy of the original file in your export
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During the review process, you may want to markup attachments to note requests and approvals. Currently, you can mark...