Toggle navigation

Support Binders

Ditch the paper—digital collection, review, and tie out

Audit Committee

Products for Support Binders

Documents

Work together in the same document—at the same time—with controlled formatting, full audit history, and linked data.

LEARN MORE

Paper Trail

A single environment enabling users to manage, mark-up, and aggregate the supporting documents used to substantiate reports.

LEARN MORE

Tasking

Assign tasks to be completed by others. View and filter tasks using a status board built into Wdesk Home.

LEARN MORE

Binders

Change how reports, executive books, and other complex documents are reviewed, distributed, and analyzed.

LEARN MORE

Mobile

Distribute, view, and collaborate on documents using iOS and Android devices—online or offline.

LEARN MORE

Support Binders: A Typical Wdesk Workflow

1

Attach support documents

Attach workpapers to financial statements or create attachment requests for colleagues to upload supporting documentation they have on file. Track responses with a status dashboard.

Products Used

2

Tick and tie workpapers to financial statements

Use color coding, line drawing tools, and text boxes to markup and annotate supporting documentation.

Products Used

3

Export to Binders

Export all financial statements and marked up workpapers to an easy to manage Binder.

Products Used

4

Review Binder

Send Binder to multiple reviewers at once. Address rolled-up comments and regenerate binder.

Products Used

Support Binders

Ditch the paper—digital collection, review, and tie out

By entering my email address above, I consent to receiving commercial electronic messages from Workiva regarding news updates, promotions, offers, and other information about their products and services. I understand that I may withdraw my consent at any time.