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5 steps to adding Auditors to Workiva

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    Brian Rosenberg

    A quick mention is that for companies that are private and not publicly traded, some companies are ok with being transparent and will add auditors to their workspace and just use the comments' function. If there are comments they do not want to share with auditors, they will use the Comment Permissions, so some comments are set as "Private". 

    Also, the Binders feature has the same functions as "Send for Review", but it is a much more automated functionality. It has a manual revision button and an automated revision button, so the reports being audited in the Binder are automatically updated with the most current version. Plus, in Binders you can include almost any file type, so if the auditors want to make a comparison from an excel file to a spreadsheet or a Word Doc to a Document in Workiva, they can do so in the Binder. Plus, so much more. 

     

  • Mike

    Thanks Yan!

    Happy to help answer this for you.

    I can confirm that when you create a review to be sent to your Limited Starters, they can comment on the review you have sent. However, you can set what level of comments that exist already are viewable, and if any of their comments (or newly added comments in the live file) will flow back and forth. Here's the breakdown:

    I should add too that coming out later this quarter is permissioned comments, which can further aid in keeping comments in your live file out of the prying eyes of auditors. :)

    Holler if you have any questions for me or need anything else. Cheers!

     

     

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  • Yan Li

    Nice article. For the Limited Starter roles, can they put comments in the files send to their review? I believe they can and their comments should appear in Workiva for us to see once they publish them. Please confirm. Thanks!

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