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“Exported By” Stamp and Export Restrictions for Enhanced Compliance

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As organization, we rely heavily on Workiva for managing and sharing key financial and governance documentation. As part of our compliance and security framework, we’ve requested the implementation of two key features:

1️⃣ “Exported By” Stamp – Automatically applied to documents, spreadsheets, and presentations whenever they are exported or printed, displaying the username of the user performing the action.

2️⃣ Export Restrictions – Limiting the export of documents (especially to Word format) to document owners only.

These capabilities would greatly strengthen traceability, accountability, and data integrity, aligning with compliance requirements such as internal auditability and data governance controls.

If your organization also sees value in this feature, please upvote or comment to help the Workiva team understand how broadly this impacts regulated and security-conscious environments.

Thank you all for your support and collaboration.

Best,
Héctor Sanz Serrano

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  • Comentário oficial
    Brooke Mortvedt

    Thank you for sharing this, Hector Sanz Serrano - We encourage anyone who would also benefit from this to please comment & we will get you added to this request! ☺️

    Thanks again! 

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