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Link Reports to a Certification Letter in the Controls Database

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3 opmerkingen

  • Isabel Messore

    Hi Udo,

    Yes - you can link a RCM from the Workiva report on to a Certification letter. You would need to update the letter or template itself to hyperlink (see image below).  Also, control owners will need view access to the RCM report itself. Your GRC CSM can definitely help you in that process!

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  • Udo

    Hi Isabel,

    But where do I find the URL? Just copying from the browser? Is it that simple? I was confused because I didn't see a button anywhere in the report menu. For other Workiva documents (Spreadsheets, Documents,...) there is such a selection in the drop-down-menu.

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  • Isabel Messore

    Hi Udo,

    Yes, it is that simple! Within the SOX database report you can copy/paste that URL on the top of the browser and that should suffice. Hyperlinking within the letter will just open that source link on another tab! If you are doing it with a Workiva Document, Pressentation, or Spreadsheet; it's the same thing OR you could use the "Copy URL" like you are showing above.
     
    Hope this helps!
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