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Review Draft Visibility

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  • Mike Davis

    I was cleaning up some topics today and found this one. Realizing I totally missed this one. Apologies there, Mark. You probably already found your answer but I'm happy to at least provide for future readers.

    The answer to this is yes, in two parts. In the new Workiva platform, the Send for Review feature doesn't require the user being sent to to have permission to the live file, only a seat in your Workspace. No role (i.e. Member), Starter or Viewer roles would be sufficient to send to. Furthermore a recent addition to this feature also allows you to set a document to allow for Editors, or Editors and Viewers to send a review, which was previously restricted to only Owners.

    Here's the documentation on those features. In the meantime, give a holler if there are any questions and I promise I won't take so long the second time around 😜. 

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