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Document Markup Access Issues

Planned
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Will there be the ability to markup a document without editing it? We have people who tie-out disclosures, that have view access only to the document. We limit the editing access in the documents since we don't want them to change the wording. Is there another access, other than viewer/editor/owner that can be made for these cases?

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Comments

14 comments

Date Votes
  • Mike

    Hi Maureen!

    Thanks for the question. Our Product Team is working so that Workiva will eventually have roles and abilities related to markup. The current plans did not yet include opening it up to Viewers, though they could potentially add that in based on the need/desire for it, so your suggestion here is quite timely. We've passed this info along to the team and will definitely keep you apprised. Any others who would find value in allowing markup access to Viewers should give this idea a vote and/or add your own use case below. Each little bit helps, after all.

     
    2
  • Lydia Hardy

    Chiming in that this would be a great feature to have! We have interns working for us this summer and we'd love to have them help us with tie-outs, but without worrying about them accidentally making edits to our documents.

    3
  • Diane Siefker

    I agree that this would be a great feature to have. We have individuals reviewing and approving our tie-outs, but would prefer that they would not be able to change the live document.

    2
  • Shreya Shetty

    yes pls this would be a great feature too have, dont want to accidentally edit the document while updating mark ups 

     

    2
  • Jill Nardo

    This feature would be great for us too.   We have a point in our 10Q process where we lock edit capabilities for most of the users but those that we lock out still need markup ability.   Thank you.

    2
  • Mike

    Thanks, Jill!

    1
  • Jermy Johnson

    Any update on this feature? We are re-looking at using markup now that a lot of the initial bugs have been fixed and more features added. But not being able to lock the section/lock the underlying layer of the document when markup is on is still a concern. Any update would be appreciated. Thanks 

    2
  • Isaac Oard

    Hi Jermy Johnson 
    We are working to get this prioritized as that is a known issue with document markup.

    1
  • Katie Hurt

    Hi Mike! Are there any updates to this feature?

    1
  • Lars Skaar

    Hi Katie Hurt!

    I just checked on this and it is still listed as Under Review from our product team!

    1
  • Rachael Wimberly

    Currently on the phone with our Workiva account reps discussing this issue and I came across this post. My company would really benefit from this functionality.

    1
  • Margaux Sellnau

    Agreed. My company would benefit from it too. Any updates? Could we also get the Markup Viewer within the metric review process in the Taskhub? Both would be greatly appreciated! 

    1
  • Daniela Aballay

    Hi Mike, any update on this? My company is really interested in getting this functionality since people that create the mark ups accidentally change the data and that creates an extra step of reviewing.

    Thanks!

    2
  • Lars Skaar

    Hi Daniela Aballay! As of a month ago it was still on the roadmap. I can get you added to the ticket tho and then when there's any updates it will notify you! Thanks!

    1

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