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Binders/Attachments

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  • Emily Herold

    Hi, Michelle! Thank you for the question. You could try to export binder contents and then re-upload the PDF as an attachment. I hope this helps!

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  • Maria Dorgan

    I think the question was aimed at asking if there is a direct way of linking binder contents to cells in a Workiva file.  Is that not yet possible in Workiva?

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  • Emily Herold

    Hello, Maria and Michelle!

    How would you want this to work? For example, if you attached a PDF or Excel for support, would you want the Attachment reference to take you to a specific location in the attachment (as opposed to just opening up the whole file)?
    If so, that is a no right now, but I could forward that onto our product team as an idea.

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  • Maria Dorgan

    We are just wondering if there is a way to directly link the contents (i.e., a file) from a binder to a cell or text in Workiva.  It's okay if it opens up the entire file from the binder.

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  • Emily Herold

    Hi, Maria and Michelle!

    You are able to associate files to specific cells/text through the attachment function, which you can read about here. With that being said, I do think reaching out to your CSMs could also be a good idea as they can walk you through that function as well. I hope this helps!

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