Toggle navigation

Supporting Document Management

Why Supporting Document Management


Supporting Document Managementoffers a variety of ways to attach and connect PDF and Microsoft® Office documents to workbooks in Wdesk.


Request that users attach documents to specific portions of your workbooks. Attached documents flow directly back to the place where the request was made.


View and validate attached documents. Ensure documentation matches source documents before passing along to stakeholders.


Package and export your original source documents along with attachments. Wdesk generates a convenient ZIP file for safekeeping or distribution.

Supporting Document Management Feature Tour

Attaching documents

Attach documents on a cell by cell basis

Create placeholders to request where attachments are needed

Drag and drop from your desktop to attach documents to cells in a workbook

Requesting attachments

Request an attachment from another user

User receives an email with the request and uploads the attachment directly to the cell


Markup any uploaded attachments in the Wdesk viewer

Create markups with a tool that supports general shapes and text narrative to highlight key attributes


Wdesk and attached documents export as ZIP files

Wdesk documents are exported as PDF documents

Attached files are exported as Microsoft Word®, Excel®, PDF, etc.

How Our Customers Use Supporting Document Management

SOX Evidence Management

SOX Evidence Management

A single environment for the collection, annotation, and review of evidence.

Learn More About Evidence Management
Support Binders

Support Binders

Create digital support binders to keep supporting documents and annotations inline with your reports, making it easy to maintain, organize, share, and archive.

Learn More About Support Binders

Experience Supporting Document ManagementToday

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.

**Word and Excel are registered trademarks of Microsoft Corporation in the United States and/or other countries.