Introduction to Evidence Management

Evidence Management in Wdesk allows you to collect supporting documents as evidence, and ensure they're tied to a specific cell or range of cells in your workbook. Drag and drop substantiating documents from your computer to your workbook on a cell-by-cell basis. Attach and connect PDFs, spreadsheets, text documents and many other file types.

Create placeholders and tasks to request attachments from others. Users receive a request via email and upload the attachment through a portal. Once documents have been attached to the workbook cells, ensure that the documentation matches the source document before passing along to stakeholders.

Mark up any uploaded attachment in the Wdesk viewer. Use markups including general shapes, tickmarks and text narratives to highlight key attributes. Package everything to export for safe keeping or distribution. Generate a .zip file of source documents and attachments. Attached files are exported in a variety of formats, including Word, Excel, PDF and more.