Workiva Release Notes

Recent releases

Recent releases to the Workiva platform included improvements to the following products and features.
You can learn more about each item in the sections below.

Audit Management Essentials

• New: Audit Testing Add-in for Excel
• New: Bulk Creation of General Requests

Controls Management

• New: Audit Testing Add-in for Excel
• New: Bulk Creation of General Requests

Documents

• New: New advanced table option: Align Accounting and Percent Column Gutters

Platform

• New: Manage File Colors

Presentations

• New: New advanced table option: Align Accounting and Percent Column Gutters

Spreadsheets

• New: New advanced table option: Align Accounting and Percent Column Gutters

Sustainability

• New: Prompt Workiva AI with Simplified ESRS Intelligence
• New: Explore 2026 CDP questionnaire content

Audit Management Essentials

Audit Testing Add-in for Excel

The Audit Testing Add-in for Excel enables connected attribute-based testing between Microsoft Excel and Workiva, with conclusions and testing details automatically reflected in Workiva. With the Audit Testing Add-in, you can:

• Download a copy of your original evidence to mark up that links to the workpaper and attributes.
  View attributes for one or more samples and explicitly set conclusions as Pass, Fail, or Not Applicable.
• Place attribute indicators (Excel Notes) on cells or ranges to document how evidence supports each conclusion.
• Associate testing with specific samples within a file.
• Automatically record authorship of attribute indicators.
• Work with large, complex Excel files in their native format
• Automatically send attribute conclusions to the Workiva testing matrix and sync changes to the Excel file to Workiva

To learn more, see this Workiva Support page: Apply evidence markup.

Bulk Creation of General Requests

Users can now bulk create general requests by uploading an Excel file in the Requests tab on a project. The import workflow creates all the requests and allows for those to be reviewed and sent individually or in bulk. Now you can bulk create either General or Population requests for a project at the same time.

Controls Management

Audit Testing Add-in for Excel

The Audit Testing Add-in for Excel enables connected attribute-based testing between Microsoft Excel and Workiva, with conclusions and testing details automatically reflected in Workiva. With the Audit Testing Add-in, you can:

• Download a copy of your original evidence to mark up that links to the workpaper and attributes.
  View attributes for one or more samples and explicitly set conclusions as Pass, Fail, or Not Applicable.
• Place attribute indicators (Excel Notes) on cells or ranges to document how evidence supports each conclusion.
• Associate testing with specific samples within a file.
• Automatically record authorship of attribute indicators.
• Work with large, complex Excel files in their native format
• Automatically send attribute conclusions to the Workiva testing matrix and sync changes to the Excel file to Workiva

To learn more, see this Workiva Support page: Apply evidence markup.

Bulk Creation of General Requests

Users can now bulk create general requests by uploading an Excel file in the Requests tab on a project. The import workflow creates all the requests and allows for those to be reviewed and sent individually or in bulk. Now you can bulk create either General or Population requests for a project at the same time.

Documents

New advanced table option: Align Accounting and Percent Column Gutters

A new advanced table option is now available on table formats in Documents, Presentations and Spreadsheets. This option will allow users to align accounting and percent column gutters. When selecting (and unselecting) this option, alignment will change. When turned on, accounting and percent value formatted cells in the same column will adjust based on their symbol, suffix, negative parenthesis, and more.
This option will default to being checked (active), and the option will be maintained on rollforward.

To access this setting in a document:

• Select the File tab.
• Click Properties, and select Document > Table formats.
• Align Accounting and Percent Column Gutters is located under Advanced Options.

Presentations

New advanced table option: Align Accounting and Percent Column Gutters

A new advanced table option is now available on table formats in Documents, Presentations and Spreadsheets. This option will allow users to align accounting and percent column gutters. When selecting (and unselecting) this option, alignment will change. When turned on, accounting and percent value formatted cells in the same column will adjust based on their symbol, suffix, negative parenthesis, and more.
This option will default to being checked (active), and the option will be maintained on rollforward.

To access this setting in a presentation:

• Select the File tab.
• Click Properties, and select Presentation > Table formats.
• Align Accounting and Percent Column Gutters is located under Advanced Options.

Platform

Manage File Colors

We’ve made it much easier to keep your styling on brand with enhanced management for File Colors, giving you more control and flexibility over your color palette. Here are the two new options this provides:

• Name colors: Give your colors custom names so you and your team always know exactly what they are for, removing the guesswork and ensuring the right tone is used every time.
• Remove and edit individual colors: Remove and edit individual colors in your File Colors to efficiently keep your color palette aligned with your brand.

To learn more, see this Workiva Support page: Use File Colors.

Spreadsheets

New advanced table option: Align Accounting and Percent Column Gutters

A new advanced table option is now available on table formats in Documents, Presentations and Spreadsheets. This option will allow users to align accounting and percent column gutters. When selecting (and unselecting) this option, alignment will change. When turned on, accounting and percent value formatted cells in the same column will adjust based on their symbol, suffix, negative parenthesis, and more.
This option will default to being checked (active), and the option will be maintained on rollforward.

To access this setting in a spreadsheet:

• Select the File tab.
• Click Properties, and select Spreadsheet > Formats.
• Align Accounting and Percent Column Gutters is located under Advanced Options.

Sustainability

Prompt Workiva AI with Simplified ESRS Intelligence

To have Workiva AI help clarify the complexities of the simplified European Sustainability Reporting Standards (ESRS), you can add the new Simplified ESRS Intelligence knowledge base. With this knowledge base, you can prompt Workiva AI to summarize and explain the draft simplified Standards and their disclosure requirements, as published by the European Financial Reporting Advisory Group (EFRAG) in December 2025.
You can continue add the ESRS Intelligence knowledge base to help clarify the ESRS Delegated Act and corrigendum published to the Official Journal in 2024 or help compare and contrast the different versions' requirements.
If your Sustainability Explorer includes the ESRS, you can also view the source content used by Workiva AI to develop its response.

To learn more, see this Workiva Support page: Use Workiva Ai With European Sustainability Reporting Standards.

Explore 2026 CDP questionnaire content

To help prepare disclosures to CDP (formerly Carbon Disclosure Project), you can now include the content of 2026 CDP Corporate and Small/Medium Enterprise (SME) questionnaires — all questions, their response options, and scoring criteria — in Sustainability Explorer. To include this content, select 2026 CDP or All frameworks from the Properties panel.
Use this content to help prepare for the 2026 disclosure cycle:

• Browse the questionnaires, and bookmark questions for easy reference throughout the workspace.
• Discuss questions, their responses, and scoring criteria with other workspace members as Comments.
• Align questions with metrics in Sustainability Program that collect related values to help inform responses.

Note that this release only enables the 2026 CDP content in Explorer. The CDP Questionnaire within Explorer will support 2026 responses in a future release, when CDP opens their submission window.

To learn more, see this Workiva Support page: Explore CDP Questionnaire For Sustainability Reporting.

Recent releases to the Workiva platform included improvements to the following products and features. You can learn more about each item in the sections below.

Chains

Updated: Chains GroundRunner

Chains

Chains GroundRunner updated

We updated the Workiva GroundRunner last week to address some small bugs and to make the GroundRunner more maintainable going forward. Existing GroundRunners and their related chains will no longer function after August 17th, 2026.

For most users, no action on your part is required. Your GroundRunner instances will be automatically updated to version 9.21.1.

If your GroundRunner didn't auto-restart after the May 19-20 rollout, it is most likely due to one of two reasons:

• It is installed on a computer that was not active when the rollout happened.
  SOLUTION: When this computer is next back online, it should automatically be updated.
• Your GroundRunner installation did not correctly restart after the update was installed.
  SOLUTION: Follow the instructions in the "What happens if a GroundRunner did not auto-update?" section of the Workiva Support page: Chains GroundRunner update.

If you your GroundRunner did not update to version 9.21.1, please complete the steps listed in the following section.

Manual GroundRunner update

• Manually update your outdated GroundRunners by following the Support document: Manually Update a GroundRunner.
• After updating, verify that the GroundRunner version is 9.21.1.

For more information see this Workiva Support page: Chains GroundRunner update.

Questions/Support: Please collaborate with your IT department to perform the required manual GroundRunner update. For any questions or troubleshooting assistance, Contact Workiva Support.

Recent releases to the Workiva platform included improvements to the following products and features.
You can learn more about each item in the sections below.

Audit Management Essentials

• New: Connect existing Workiva files and add hyperlinks in General Files
• New: General Requests
• New: Sample Selection

Carbon

• Improved: Control unmapped spend in Purchases
• New: Workiva Carbon data ledgers

Controls Management

• New: Bulk create population requests
• New: Connect existing Workiva files and add hyperlinks in General Files
• New: Sample Selection

Documents

• New: New Lists

Platform

• New: Include Markup available on PDF exports from Document Reviews

Audit Management Essentials

Connect existing Workiva files and add hyperlinks in General Files

Workpaper preparers and reviewers can now connect existing Workiva files and add hyperlinks directly in a workpaper’s General Files section.

General requests

Requests for General Files makes it easier to collect supporting files directly within a workpaper. General requests let you request files beyond populations and samples, giving teams a more flexible way to gather the documentation they need. After entering the request details, a request task is sent to the assignee, who can then upload the requested file or files directly to the workpaper.

Sample selection

This is a new two-step workflow that lets auditors select evidence samples directly within a workpaper population file. Auditors can clean up data by hiding irrelevant rows and columns, and then select samples using random, judgmental, or filtered methods with a full audit trail logged automatically.

Carbon

Control unmapped spend in Purchases

To ensure your total emissions are accurate for purchased goods and services, you can now control how Workiva Carbon manages your unmapped spend (transactions that haven't been assigned to a specific commodity, supplier, or emissions override).

To learn more about spend-based extrapolation, see this Workiva Support page: Measure Purchases.

Workiva Carbon data ledgers

Get a more detailed view of how emission-generating activity data contribute to your total emissions with new data ledgers. Go to Measure and select Vehicles, People, Waste, Water, or Custom to view a new ledger. Each ledger includes individual records by date, location, scope, emission category, and other attributes. You’ll find emissions at the row level and a new column for biogenic emissions. You can filter and sort, customize columns, and export either the full dataset or a filtered view.

To learn more, see this Workiva Support page: Workiva Carbon data ledgers.

Controls Management

Bulk create population requests

Users can now bulk create population requests by uploading an Excel file in the Requests tab on a project. The import workflow creates all the requests and allows for those to be reviewed and sent individually or in bulk.

Connect existing Workiva files and add hyperlinks in General Files

Workpaper preparers and reviewers can now connect existing Workiva files and add hyperlinks directly in a workpaper’s General Files section.

General requests

Requests for General Files makes it easier to collect supporting files directly within a workpaper. General requests let you request files beyond populations and samples, giving teams a more flexible way to gather the documentation they need. After entering the request details, a request task is sent to the assignee, who can then upload the requested file or files directly to the workpaper.

Sample selection

This is a new two-step workflow that lets auditors select evidence samples directly within a workpaper population file . Auditors clean up data by hiding irrelevant rows and columns, then select samples using random, judgmental, or filtered methods with a full audit trail logged automatically.

Documents

New lists

Three new lists have been released! These lists are primarily to support users in APAC and include Chinese Financial Formal Numerals, Enclosed Numbers and Black Arrowheads (unordered). These lists will be visible in the default list dropdown and can be included in custom list styles. Chinese Financial Formal Numbers will only be visible when Chinese, Japanese or Korean locales are set on the document.

Note: In existing documents, these lists will need to be added to style guides (either manually or via a style guide import). These lists will automatically be included in any newly created document.

Platform

Include Markup available on PDF exports from Document reviews

Exporting a PDF from a Document review now includes the option to include Markup. This option can be found under the Advanced options.

Recent releases to the Workiva platform included improvements to the following products and features.

You can learn more about each item in the sections below.

Documents

Improved: Workiva AI Intelligent Companion got a major upgrade

Spreadsheets

New: Workiva AI Intelligent Companion is now available

Workiva AI Global Chat

Improved: Workiva AI Intelligent Companion got a major upgrade

Documents

The Workiva AI Intelligent Companion just got a major upgrade

Customers have asked for these improvements, and we’re thrilled to deliver them!

• Response streaming: Answers appear word-by-word in real time, no waiting for the full response to load
• Show thinking: The AI surfaces its step-by-step reasoning so users can see exactly how it reached an answer
• Tool calling and citation: Every answer is linked back to its source, so users can verify and trust what the AI produces
• File and knowledge base intelligence: Improved UI makes it clear what's attached, with support for multiple sources in a single chat
• Improved content insertion: Smoother workflow for getting AI-generated content into your documents
• BYOK support is live for stored chat history; this gives enterprise customers greater control over their AI infrastructure.

This is the foundation; here's what's coming

This release lays the groundwork for future Workiva AI capabilities. Our new agentic engine and its tool-calling architecture will enable the next set of features, including multi-step automation and agent orchestration.

Release schedule

To ensure that this capability works in a way you can trust, we are releasing by region and will alert you when it is released to your region:

APAC: Now available

EMEA: Now available

NAM/LATAM (Prod US): Soon

Come see it in action

We're hosting the Workiva Platform Q2 Release Webinar to walk you through everything live. This is the fastest way to get up to speed and excited.

Register here!

Spreadsheets

The Workiva AI Intelligent Companion is now available

Users who live in spreadsheets now have Workiva AI working alongside them there, with context-aware help for formulas, tables, formatting, data tasks, and analysis, embedded directly and persistent to the open sheet.

Come see it in action

We're hosting the Workiva Platform Q2 Release Webinar to walk you through everything live. This is the fastest way to get up to speed and excited.

Register here!

Workiva AI Global Chat

The Workiva AI Intelligent Companion just got a major upgrade

With this upgrade to Workiva AI's Intelligent Companion (the biggest since we launched it!), the chat experience is faster, smarter, and more transparent. This release also lays the groundwork for future Workiva AI capabilities. Our new agentic engine and its tool-calling architecture will enable the next set of features, including multi-step automation and agent orchestration.

Come see it in action

We're hosting the Workiva Platform Q2 Release Webinar to walk you through everything live. This is the fastest way to get up to speed and excited.

Register here!

Recent releases to the Workiva platform included improvements to the following products and features.

You can learn more about each item in the sections below.

Documents

New: Authorship in Blacklines

Customers can now see who made specific changes within a blackline, reducing the need to manually cross-reference document history. This feature provides transparency for follow-up conversations and audit workflows.

• Authorship Overlay: When viewing a Blackline, toggle “Authorship” from the View toolbar to see highlights on revised content. Hover over any change to view the author, date, and time.
• Changes Panel: Review individual or multiple authors directly within each Blackline Changes card.
• Permissions: This feature is available for all view modes but is disabled by default for the External Audit role.

To learn more, see this Workiva Support page:
Create and view Document blacklines

Recent releases to the Workiva platform included improvements to the following products and features.

You can learn more about each item in the sections below.

Files and Folders

Improved: Duplicate file name resolution when restoring from trash

Sustainability

New: Draft simplified ESRS in Sustainability Explorer

Files and Folders

Duplicate file name resolution when restoring from trash

Previously when a document was restored from trash, there could be a "duplicate name" error if there was a live document with that name already in the workspace. Now if the name of the document being restored from the trash duplicates that of a live document, "Restored" is added to the name of the restored document to make it unique and identifiable.

Sustainability

Draft simplified ESRS in Sustainability Explorer

If your Sustainability Explorer includes the European Sustainability Reporting Standards (ESRS), you can now explore a Draft version of the simplified Standards from the European Financial Reporting Advisory Group (EFRAG).

This version includes a number of amendments from the ESRS Delegated Act of 2023, including:

• Increased clarity of disclosure requirements
• Better alignment with global reporting standards like the IFRS SDS
• Fewer total number of mandatory datapoints

To learn more, see this Workiva Support page: Adopt Simplified European Sustainability Reporting Standards.

Carbon

Select exact Scope 3 categories and margins for Purchase commodities

You can now choose the exact Scope 3 category (1 or 2) for each of your Purchase commodities. You can also apply emission factors with or without margin (sales tax).

General

View link utilization

The Link Properties panel now shows your current link utilization. The panel now displays how many links your file uses and the maximum you can have, so you can track usage and prevent issues as you approach the limit. This improvement applies to documents, spreadsheets, and presentations.

Learn More: Link Limits (https://support.workiva.com/hc/en-us/articles/29236862951188-Linking-feature-limits)

To learn more, see this Workiva Support page: Linking Feature Limits.

Confirm before you delete groups

To help prevent accidental data loss, you will now be prompted to confirm before you delete a group on the Company Profile page. A deleted group can’t be recovered. If the group has any subgroups, those subgroups will be deleted. If the group is assigned to any entries or locations, those assignments will be deleted.

A recent release to the Workiva platform included improvements to the following products and features.
You can learn more about each item in the sections below.

Chains
Update: OAuth2 authentication added to Workday connector

Documents
UI Refresh: A cleaner Workspace
Update: Charts updated to v11
New: Object Select Mode for Documents

Presentations
UI Refresh: A cleaner Workspace
Update: Charts updated to v11

Processes
UI Refresh: A new look with new features
New: Workiva Calendars

Sustainability
New: Explore versions of content in Sustainability Explorer
Update: Updated DMA templates for simplified ESRS
New: View completed metric values when connected sources change

General
New: Data Variance report now available in Analytics dashboard

Chains
OAuth2 authentication added to Workday connector
The Workday connector now supports both Basic and OAuth2 authentication protocols.
For information on configuring this authentication, see the Workiva Support page Connector to Workday.

Documents
A cleaner Workspace
We’ve introduced subtle updates to the document and presentation interface to provide a more modern, focused workspace.
• Refined Backgrounds: A modernized background color for Documents and Presentations improves visual comfort.
• Modernized Dividers: Document dividers have been updated with a cleaner aesthetic to better define your workspace without distraction.

Charts updated to v11
The service which provides charts in Workiva Documents and Presentations has been updated to the latest version. This change will permit Workiva to support new chart capabilities in the future. Current charts will not be affected.

Object Select Mode in Documents
You can now quickly select many floating objects in one click-n-drag using Object Select Mode in Documents. Once selected, you can easily move, resize, align, copy, and/or apply object settings at once. This greatly speeds up Designer workflow and reduces design quality risk.
This feature is now available in Documents for any workspace with access to Design Reporting.
To learn more, reach out to your CSM.
To get started:
• Select right-click and select Object Select Mode.
• Windows Shortcut: CTRL+Shift+S
• Mac Shortcut: Command+Shift+S
• Click and drag on the page; any object within the selection range will be selected.
• To exit this mode, press Escape on your keyboard (or right-click and re-click Object Select Mode).

Presentations
A cleaner Workspace
We’ve introduced subtle updates to the document and presentation interface to provide a more modern, focused workspace.
• Refined Backgrounds: A modernized background color for Documents and Presentations improves visual comfort.
• Modernized Dividers: Document dividers have been updated with a cleaner aesthetic to better define your workspace without distraction.

Charts updated to v11
The service which provides charts in Workiva Documents and Presentations has been updated to the latest version. This change will permit Workiva to support new chart capabilities in the future. Current charts will not be affected.

Processes
Announcing Workiva Calendars!
Bring your tasks, filing dates, and key events together using Workiva Calendars to help manage your team's work and stay ahead of deadlines. This new experience offers a dedicated space for viewing important dates and creating your own events for your planning needs. Learn more by going to our Calendars articles.
Note: Workiva Calendars and Calendar-related features (such as using business days in processes) are currently only available in our Financial Reporting and Financial Services solutions.

UI Improvements: Processes has a new look with new features!
Processes now has a new tab layout, left-hand panel, and additional features like action grouping and the ability to create a process via file to help you successfully build and start processes for your needs. Learn more by going to our Processes articles.
Additionally, for our Financial Reporting and Financial Services solutions, we've added a Calendar view (see above), the ability to configure business days process templates, process monitoring charts and insights, and helpful information in a process copy summary card when you roll forward a process.
Note: If you want to go back to the old Processes design, you can turn off these new features in the process settings until June 29th, 2026.

Sustainability
Explore versions of content in Sustainability Explorer
From Sustainability Explorer, you can now browse specific versions of a standard or questionnaire from the Frameworks panel:
• Current, for the active reporting year's content
• Pending, to enable proactive preparation or early adoption of upcoming revisions
• Archived, for historical reference of previous content
For additional clarity:
• From the Frameworks panel, you can review notes about each version, including any updates made to its content, such as to correct typos or provide additional context.
• From Sustainability Program, you can view whether a metric's related Explorer content includes an archived version, and view its connected current versions.
To learn more, see this Workiva Support page: View Versions Of Content In Sustainability Explorer.

Update DMA templates for simplified ESRS
If your Sustainability Reporting workspace includes the Corporate Sustainability Reporting Directive (CSRD) add-on and you want to prepare your double-materiality assessment (DMA) templates for the topics of the simplified European Sustainability Reporting Standards (ESRS), you can now request a Spreadsheet template from your Customer Success Manager or advisory partner:
• To start fresh for the simplified ESRS and not retain your DMA templates' current topics, request the Simplified DMA topics and DRs bulk import Spreadsheet to import the new topics and disclosure requirements (DRs).
• If you previously used the DMA templates for the ESRS Delegated Act of 2023 and want to retain their current topics, request the Simplified DMA topics and DR update accelerator Spreadsheet to decide how your current topics map to the new topics.
Consult your advisory partner to help decide which template is right for you. Your partner can also assist if you choose to update your DMA templates' current topics or their impacts, risks, and opportunities (IROs).
To learn more, see this Workiva Support page: Update DMA templates for simplified European Sustainability Reporting Standards.

View completed metric values when connected sources change
For added data integrity, the Sustainability Program no longer automatically updates Completed metric values when their connected sources change. If a source value changes, notifications now appear on its connected metric and the source file's Sustainability panel. From Program settings, a Program Owner can also enable additional email notifications to Program Owners and Task Owners.
To quickly identify Completed values that differ from their connected source values, you can now run a Health check from Program overview in Sustainability Program.
Important: To update a Completed metric value with its changed source value, first reset the value or reopen its task.
To learn more, see this Workiva Support page: Connect Source Workiva Files To Sustainability Program Values.

General
Data Variance report now available in Analytics dashboard
Review the quality of your YoY data with the new Data Variance report. Select the years, dimensions, and metrics you want to view and compare in a matrix table. This report also includes a metric for Emissions % Change to help you spot instances of high variability for the date ranges you select.

A recent release to the Workiva platform included improvements to the following products and features.

You can learn more about each item in the sections below.

Chains

Update: IBM Planning Analytics TM1 connector MDX command

Chains

MDX command in IBM Planning Analytics TM1 connector updated

The MDX command was modified to allow for better handling of commas in the data flow.

• If the Enable Value Quoting checkbox is blank (default), commas in the data flow are treated as element separators. This is the same as current behavior.

  Example: March 30, 2026 would be treated as two elements: "March 30" and "2026".

• If the Enable Value Quoting checkbox is marked, elements containing commas are treated as a single data element. (Commas are treated as punctuation rather than as data element separators.)

  Example: March 30, 2026 would be treated as one element: "March 30, 2026".

General

• Improved: Streamlined file access requests inside Workiva
• New: Workiva Troubleshooting

Streamlined file access requests

• Requesters: You can specify whether you need Viewer or Editor permissions when asking for access. You’ll receive a quick confirmation that your request was sent, and another notification as soon as the file owner approves or denies it.
• File Owners: Access requests are now automatically generated as tasks. You can see the file name and the requester’s details directly within the task and email notifications, allowing you to quickly approve or deny these requests without leaving your workflow.

Workiva Troubleshooting

We’re making it easier to keep things running smoothly with Workiva Troubleshooting!
This new feature is available in your help menu (see image below) and runs automated diagnostics for you on a regular basis. If one of the checks identifies something requiring attention, a notification badge will appear on the help menu. Along with the notification you will receive actionable solutions with clear information and next steps to resolve any potential issues on your own.

Workiva Troubleshooting will be rolling out out gradually starting in March, with all users gaining access by late April.

To learn more, see this Workiva Support page: Check system and network with Workiva Troubleshooting.

Spreadsheets

• New: Diagonal borders now available

Diagonal borders now available

You can now add a diagonal border within a table cell. This is an essential formatting requirement for Japanese financial reports.

To learn more, see this Workiva Support page: Styling In Tables.

Documents

• New: DOCX Export now includes Style Guides.

Workiva document style guides are now exported as part of Microsoft *.docx exports. This allows you to see the Workiva styles when a document is exported as *.docx files.

General

• Change: Name and email display when adding an existing Organization user.

We have modified how the Workiva platform behaves when adding a user to an Organization. When adding a user to an Organization, the platform checks to see if the user name already exists. If it does, you will be asked if you would like to proceed with inviting the existing user. If you say "yes", the platform will attempt to retrieve the full user info. If it succeeds (i.e. if the operator is a superadmin) the user info is displayed in a read-only manner (this is the same as existing behavior). If it fails to retrieve the full user info, the UI will still appear, but the email, first name, and last name are hidden.

Sustainability

• New: Copy automations, attachments, comments, or outline labels to new Program year.
• New: Sustainability Program now supports up to 1,000 topics.

When you add a reporting year in Sustainability Program, you can now choose whether to copy automations for files created during the roll-forward. You can also now choose whether to also include attachments, comments, or outline labels 6 separately 6 in the copies; previously, you could only include them together.

To learn more, see this Workiva Support page:
Manage And Roll Forward Years In Sustainability Program.

To learn more, see this Workiva Support page:
21844393020052 Sustainability Program Feature Limits.

Chains

New: Get Worker and Import Budget commands added to Workday.

Two commands added to Workday

The following commands have been added to the Workday premium connector.

Get Worker

The Get Worker command executes the Get Worker action in Workday. This allows you to retrieve information about Workers stored in Workday.

• For information on configuring this command, see the Workiva Support page Get Workers command configuration tabs.
• For details on using this command, see the Workiva Support page Set up a Get Worker Connection in Chains.

Import Budget

The Import Budget command executes the Import Budget action in Workday. This allows you to publish Budget information stored in Workiva to Workday.

• For information on configuring this command, see the Workiva Support page Import Budget command configuration tabs.

General

• New: Convert destination links to source links across documents
• New: Merge source links
• New: Comment Historical Actions

Documents

• New: New and updated spacing option!

Carbon

• New: Version 4 emission factor library now available

General

Convert destination links to source links across documents
You can now convert a destination link into a source link1even across different documents. Previously, this was only possible within the same document. This update makes it easier to manage and update links without recreating them, helping you maintain document accuracy and integrity.

To use this feature, right-click on a destination link and select Convert to source.

To learn more, see this Workiva Support page: 360046357671 Manage Source Links.

Merge source links
You can now combine two source links into one to keep your destinations organized under a single source. Merging works across text, tables, charts, and spreadsheets.
To do this, copy a source link and paste it onto another source link, and confirm the merge1your copied link will now be the source link for all connected destinations.

Comment Historical Actions
When a comment thread is resolved or reopened, a comment action will be added to the thread. This comment automatically includes the name of the user who resolved or reopened the comment and a timestamp.

Documents

New and updated spacing option!
The spacing option in the toolbar has been consolidated into a dropdown. All formats are still available, including a new option for distributed spacing. This option will be available when the document locale is set to Chinese, Japanese or Korean.
Note: Distributed spacing is not supported with editable XHTML export.

Carbon

Version 4 Emission factor library now available
New Emission factor publications are available in Version 4 of the Emission factor library. In addition, this update removed of outdated factors and methodologies, and going forward, the newest library version will be selected by default for any years that have not yet had any data uploaded.
To learn more, view the Workiva Support page Factor sources in Workiva Carbon.

Notes:
Action is required if you upload Vehicle data as mobile combustion by fuel for North American locations.
To learn more, view the Workiva Support page Updates to mobile combustion methodology in emission factor library V4.
Workiva Carbon does not automatically recalculate emissions when you select a new emission factor library version for a reporting year with existing entries. To apply emission factors from your newly selected library version, you can either delete and re-upload the entries to recalculate, or request a recalculation from your Workiva Carbon point of contact.
To learn more, view the Workiva Support page Factor updates and recalculations and Request recalculated emissions.