Reviews with attachments?
已完成Just starting to use attachments to support my 10-Q and have a few questions.
1. Can you send a review out to auditors that contains the related attachments? Wanting to send them a pdf of our Q with the attachments (no comments and at a point in time)?
2. Is there a report we can run to see if all our links have an attachment associated with it? And is there a report that would show the preparer and reviewer of each report so we can see which have not been reviewed?
3. Can we create links within the attachments so the reviewer goes straight to the related number in the attachment?
4. Is there a way to create an alert when a link changes that has an attachment?
Thanks!
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Fantastic news, attachment & review enthusiasts! You can now send a review and have the option to include attachments!
Thanks for your feedback and patience along the way. We couldn't have done it without you!
Hello and welcome to the Community, Jaima!
Happy to hear you are getting started with attachments. Our team would be happy to hear your feedback. Lemme tackle your questions here below.
1. Today you could possibly do this by creating a Binder of your 10-Q and then downloading that as PDF. This would contain the Workiva document plus your attachments (with Markup if you want). To send this you'd need to still use email, sadly, but the good news is that sending the Binder digitally for review is on the horizon.
2. Today there is not such a report available, though this is a great suggestion. I'll get that added for our product team's review. Similarly, the report to show which have been reviewed is also not available but I can add that to the request. One workaround may be to use Tasks to assign the reviews and provide a link to the Review (mentioned in this thread).
3. You cannot create a link or a hyperlink to a document location with an attachment, though this is something we've seen requested. I'll get you added to this request on our end to stay updated.
4. Similarly, this is not available today but also is one we've seen requested. I'll tag you in on that as well.I'll follow-up offline with some info on tracking your feedback/suggestions here. In the meantime, give me a holler if you have any follow-ups or need anything else. Cheers and happy Friday!
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