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Exporting Files for External Audit

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Hi, 

Is anyone aware of how we can have the external auditors be able to export files in bulk as there are certain documents that they will need to bring out of Workiva into their audit tool. Thanks! 

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  • Isabel Messore

    Welcome to the Community Jim McCabe!

    By default, importing and exporting Workiva files (including bulk export) is only available for Workspace Owners and Content Managers. To enable it for all users, or external auditors, you would need to contact Workiva Support. 

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  • Scott Coffman

    I am a Workspace Owner and would like to export a DOCX and XLSX version of my report that has the Word report with links to the excel file. Is there a way to do that?

     

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