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Attachment labels for tie outs in spreadsheets

Demande de démonstration

I want to tie out one of our spreadsheet files in Wdesk instead of Excel. Currently, I have to export the spreadsheet from Wdesk to Excel to tie it out. Playing around with the attachment icon, I can create placeholders and upload files to my spreadsheet but no attachment labels appear. There's no option to export with attachment labels as a spreadsheet or pdf. 

Is this capability available or is there a workaround? My team wants all tie outs to be completed in Workiva instead of Excel and Adobe but it looks like markup is only available for documents.

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  • Mike Davis

    Hi Corina!

    Thanks for the question. I tested this out and I see what you mean. The option to markup a Spreadsheet is mentioned here, and as noted on that post, is something that is being considered. In addition, the ability to export a Spreadsheet with attachment label has also been proposed here too and is being considered. At the very least you know you are not alone in these requests.

    Sadly I don't have many workarounds for you here but I have definitely shared your insights with our product team and will keep you apprised of progress on both these items. In the meantime, give me a holler if you have any questions or need anything else. Many thanks and have a great day!

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