|
Klassiska filtyper är inte längre tillgängliga för användning från och med januari 2021. Du kan överföra dina klassiska filer eller ladda ner en PDF. Läs mer

Copy attachments from the PBC request experience to the control test form

Ej planerat
Begär demo

Hi,

Is there a way to transfer a file provided by client ("PBC request") to its corresponding control form and that way take advantage that it is already uploaded within Workiva?

It is very inconvenient to download the attachments -which are already uploaded on the Workiva platform- to my computer, and then re-upload them to the same control test form where it will be evaluated by the tester.  Thanks!

2

Kommentarer

6 kommentarer

Datum Röster
  • Joshua Moore

    Hello Jonathan!

    At a minimum, you could utilize the attachments panel to download a zip of all the files (instead of downloading one-by-one) and then upload that zip to the controls form! I will submit a ticket so that our product team can review this enhancement request and you can stay up to date!

     

    0
  • Udo

    In our SOX/IC database, the attachments are transferred automatically from the Request experience to the test form, either by submitting the request or by approving the uploaded data as Approver in the request.

    0
  • Jonathan Maldonado

    Hi Udo: What I mention is something different.  For example:  If you want to include the PBC into the Testing Matrix (for either a Population, Samples or General Requests) you have to download the file to your computer and then re-upload it, which does not create efficiencies.

    0
  • Hop Nguyen
    • Redigerad

    Hi, this is indeed needed to save time and effort transferring the attachments (population, samples, evidences,...) from the Request to the linked Test form. I hope Workiva will develop this feature soon. Thanks for raising it.

    0
  • Danica Davis

    Hi! Was an enhancement request ever submitted for this? If so, can I be added to it, please?

    We use requests for test form requests (population, sample, etc), which do upload directly to the test form, but also for control confirmation/support upload each control instance (tasks). In the latter situations, we have to download the uploaded files and reupload, and being able to bypass that would be very helpful. Or even copying files between test form phases. For scenarios where we have a document that needs attached for multiple phases, having the ability to copy it from one phase into another without downloading>uploading would be a win as well.

    Thank you!

    0
  • Isabel Messore

    Hi Danica Davis, 

    We did receive a few requests for this, however it didn't gain much traction. At this time, there is no work for this feature planned but, we will absolutely continue to monitor for additional requests and in case anything changes, we’ll reach back out to you!

    If anyone else would benefit please drop a comment.

    0

Du måste logga in om du vill lämna en kommentar.