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Copy attachments from the PBC request experience to the control test form

Request Demo

Hi,

Is there a way to transfer a file provided by client ("PBC request") to its corresponding control form and that way take advantage that it is already uploaded within Workiva?

It is very inconvenient to download the attachments -which are already uploaded on the Workiva platform- to my computer, and then re-upload them to the same control test form where it will be evaluated by the tester.  Thanks!

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Comments

3 comments

Date Votes
  • Joshua Moore

    Hello Jonathan!

    At a minimum, you could utilize the attachments panel to download a zip of all the files (instead of downloading one-by-one) and then upload that zip to the controls form! I will submit a ticket so that our product team can review this enhancement request and you can stay up to date!

     

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  • Udo

    In our SOX/IC database, the attachments are transferred automatically from the Request experience to the test form, either by submitting the request or by approving the uploaded data as Approver in the request.

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  • Jonathan Maldonado

    Hi Udo: What I mention is something different.  For example:  If you want to include the PBC into the Testing Matrix (for either a Population, Samples or General Requests) you have to download the file to your computer and then re-upload it, which does not create efficiencies.

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