The Attachments panel is where you’ll find files submitted through the PBC workflow. This also where you can upload population and evidence files if you did PBC outside of Workiva.
Upload an attachment - Video
Integrate with Microsoft Office 365 - Video
- To integrate with Microsoft Office 365™, you need to have a valid Office 365 license. You can request the integration turned on in your account by reaching out to support.
- The integration allows Excel (.xlsx), Word (.docx), and PowerPoint (.pptx) files to be opened in Office Online. Older versions of these file types may not be supported.
- With Office Online, you can view and edit Excel files in their native format. Any edits to the documents will then flow back into Workiva.