Workiva Release Notes

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

New: Tableau connector "HTTP read" timeout now configurable

Spreadsheets

New: AI Companion Update: Smarter Table Insert

XBRL

New: Text Wrapping Option In XBRL Fact Details Panel

Chains

Tableau connector "HTTP read" timeout is now configurable

In the Tableau connector, you can now set the HTTP read time out value. This value must be an integer (1,2,3,…) greater than 0, and the default is 180. The maximum value is 2,147,483,647, or approximately 68 years.

Spreadsheets

AI Companion Update: Smarter Table Insert

When inserting AI-generated tables directly into your spreadsheets, you now have total control over how your formulas behave. AI Companion automatically detects formulas and gives you placement options to prevent broken data.

Standard Tables: If your table has no formulas, you'll see the standard, single-click
Insert button to keep things clean.

Tables with Formulas: The
Insert button automatically turns into a split-dropdown with two choices:

• Shift formula references: (Default) Automatically adjusts cell references relative to where the table is pasted so your formulas stay active and accurate.
• Do not shift formula references: Locks the original cell references exactly as written, regardless of where the table lands.

XBRL

Text Wrapping Option In XBRL Fact Details Panel

You can now wrap all text appearing in the XBRL fact details panel. This is helpful to ensure that long concept names can be viewed without getting cut off.

You enable this option by selecting the triangle in the
Fact Details panel menu bar and then marking (checking) the "Enable Text Wrap" button. Once enabled, the setting will persist for each user.

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.

Carbon

New: Buildings data ledger with non-Kyoto emissions

Documents

New: Visual update when scrolling through large tables

Sustainability

New: Ability to explore IFRS 2025 and SASB 2025-12 revisions

New: Export CDP Questionnaire responses to Document

Carbon

New Buildings data ledger with non-Kyoto emissions

Similar to other categories, you can now get a more detailed view of how Building activity data contribute to your total emissions. Go to Measure and select Buildings to view row-level emissions by date, location, scope, category, and more. You can filter and sort, customize columns, and export either the full dataset or a filtered view. To learn more, view Workiva Carbon data ledgers.

If you use emission factor library V4.1, the Buildings data ledger also includes a column for non-Kyoto emissions, labeled as “Out of scope”. This aligns with the GHG Protocol which requires an emissions inventory to include GHGs covered by the Kyoto Protocol (CO2, CH4, N2O, HFCs, PFCs, SF6, and NF3) and to report them separately from primary GHG Scopes. To learn more about non-Kyoto emissions, view Methodologies for Workiva Carbon calculation.

To see your outside of scope Non-Kyoto emissions, select emission factor library V4.1 and request a recalculation. To learn about the recalculation process, view Request recalculated emissions.

To learn more, see these Workiva Support pages:

• Workiva Carbon data ledgers
• Methodologies for Workiva Carbon calculations
• Request recalculated emissions

Documents

Visual update when scrolling through large tables

Multi-page, heavily formatted tables will now show grey "loading" cells when scrolling quickly throughout a document directly after table activation until table content and formatting is fully loaded. This will increase performance and speed of tables loading, while giving a visual indicator that the table/cell has not fully loaded.

Sustainability

Explore IFRS 2025 and SASB 2025-12 revisions

If your Sustainability Explorer includes the International Financial Reporting Standards (IFRS) Sustainability Disclosure Standards or Sustainability Accounting Standards Board (SASB) content, you can now explore the Amendments to Greenhouse Gas Emissions Disclosures issued by the International Sustainability Standards Board (ISSB) in December 2025.

These amendments help address challenges identified with the measurement and disclosure of Scope 3 Category 15 financed emissions:

• The IFRS 2025 amendments affect only IFRS S2: Climate-related Disclosures.
• In SASB 2025-12 revisions affect technical protocols for three industries in the Financials sector — Asset Management & Custody Activities (FN-AC), Commercial Banks (FN-CB), and Insurance (FN-IN). To learn more, view Adopt Sustainability Accounting Standards Board revisions.

These amendments are effective January 2027, but early adoption is permitted. In mandated jurisdictions, the amendments may require local regulatory adoption before they take effect; consult your local regulator before you apply any reliefs.

To learn more, see this Workiva Support page:

Explore International Financial Reporting Standards Sustainability Disclosure Standards.

Sustainability

Export CDP Questionnaire responses to Document

From Sustainability Explorer, you can create a CDP Questionnaire to collaborate on responses and update your 2026 CDP submission, directly from your Sustainability Reporting workspace. For further collaboration, you can now contact Workiva Support to request an export of the questions' responses and statuses to a Document.

For example, from this Document, you can:

• Enable a holistic review of responses before you update your CDP submission.
• Review changes as responses evolve in the CDP Questionnaire.
• Automate responses' edits or approvals from the Processes or Tasks panel.

Before you request an export, a Workspace Owner or Organization Admin must first create an API grant for the export. When you request the export from Workiva Support, provide the URL to a secured Workiva Document that contains the grant's credentials and the URL of your CDP Questionnaire.

To learn more, see this Workiva Support page:

Export CDP Questionnaire Responses To Document.

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.

Carbon

New: Emission factor library V4.1 includes NAICS-level factors and non-Kyoto emissions

Carbon

Emission factor library V4.1 includes NAICS-level factors and non-Kyoto emissions

With version 4.1, you can choose more granular emission factors for your spend-based calculations from NAICS-6 commodity-level. Earlier versions of the library include factors from BEA Summary Industry-level v1.1.1, v1.2.3, v1.3, and v1.4.

Also in version 4.1, Kyoto and non-Kyoto GWP values for fugitive emissions (fire suppressants and refrigerants) published by the UK DBEIS have replaced values from the US EPA, The Climate Registry, and 3M. In previous versions of the library, GWP values for blended gases exclude the non-Kyoto component of the gas.

To learn about library V4.1, view Factor sources in Workiva Carbon. To request a recalculation, view Request recalculated emissions.

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.

Organization Management

New: Org Admin enhancement

Platform

New: Canada-specific domain

Workiva AI

New: AI external link security interstitial

Organization Management

Org Admin enhancement

Org Admin users now have access to an updated experience with settings organized to make them easier to find and manage.

To learn more, see this Workiva Support page: What Is An Organization.

Platform

Canada-specific domain

To provide country-specific data sovereignty for Canada, Workiva now provides the https://ca.wdesk.com domain.

This allows Canadian customers to log in using a Canada-specific domain.

For more information and related IPv4 addresses, refer to the Workiva Support page Allow hosts and emails for Workiva.

Workiva AI

AI external link security interstitial

Workiva AI now helps protect you when opening links to external websites.

When you select a link in Workiva AI, links to trusted Workiva domains (including workiva.com and wdesk.com) open as usual. If you select a link to an external website, you'll see a confirmation dialog before the page opens. The dialog displays the full destination URL so you can verify where the link will take you before choosing Open site or Cancel.

This added security helps reduce the risk of malicious or misleading links, including links generated through prompt injection attacks, while preserving the existing Workiva experience for trusted internal links.

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.

Platform

New: Cross-workspace copy now offers option to maintain permissions

Sustainability

New: Create a CDP Questionnaire tailored to your 2026 submission

Platform

Cross-workspace copy now offers option to maintain permissions

When copying content (e.g. files or folders) to another workspace within the same Organization, you can choose to maintain those permissions in the copy. Selecting Copy permissions from the source workspace applies the same level of permissions for any users that are in both the Source Workspace and Destination Workspaces.

Constraints

• No other cross-workspace behaviors change with this addition.
• The copied file or folder is a separate instance, and has no links to the original file or folder.
• Any users not in the Destination Workspace are ignored; they are not added nor granted permission.
• Group permissioning is not available.
• The person making the copy becomes the sole owner in the Destination Workspace. They can then choose to manually open up permissions to the appropriate groups after the copy.
• Only workspace owners with viewer permission to all the relevant content are able to kick off cross-workspace copies otherwise known as "moves".

Sustainability

Create a CDP Questionnaire tailored to your 2026 submission

From Sustainability Explorer, you can now create a CDP Questionnaire tailored to your 2026 submission with CDP (formerly Carbon Disclosure Project). From the Questionnaire, you can collaborate with other members of your workspace to prepare responses for 2026 CDP disclosures:

• Review CDP's guidance for each question, including response options and scoring criteria.
• Identify related metrics in Sustainability Program and access values collected for responses.
• Discuss questions' responses and guidance with collaborators as comments.
• Set status of questions to track progress or indicate intentional omissions.
• Set permissions to the Questionnaire and its modules to ensure appropriate collaborator access.

When questions are ready, Questionnaire Owners can update the corresponding responses and status in the CDP Portal, directly from your workspace's CDP Questionnaire.

To get started:

• Set up your 2026 submission in the CDP Portal.
• Click Create questionnaire in Sustainability Explorer.

The Questionnaire automatically includes your company's 2026 questions and responses from the CDP Portal.

Tip: If this is your company's first year using the CDP Questionnaire in Sustainability Explorer, add "Workiva" as your software provider in the CDP Portal to generate the CDP API ID needed to create your company's Questionnaire.

To learn more, see this Workiva Support page: Craft Responses to CDP Questionnaire for Sustainability Reporting.

Our new Release Notes page is now live. We reimagined the page to make it easier and faster to find the information you need.

What's new?

The updated page features a modern, blog-style format that provides concise, weekly summaries of our latest releases. Key improvements include:

• Weekly summaries: We’ve introduced weekly summaries of release notes, allowing you to quickly scan the latest updates. You can click directly into each summary to view the full, detailed release notes.
• Enhanced usability: The new layout features improved search and filtering capabilities to help you find exactly what you’re looking for.

No action required. We want to make sure this transition is seamless for you. You will remain subscribed to our release notes, and there is no need to update any bookmarks. The URL for the page remains the same.

Check out the new page now!

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.

Spreadsheets and Documents

New: Multi row & column insert is now available in sheets and tables

You can now insert multiple, non-adjacent rows & columns in sheets and tables. Rows and columns can be inserted either before or after the selected row or column. This also allows you to shift columns to the right or rows down.

To perform a multi-insert, hold Ctrl/Cmd to select multiple rows or columns, then right-click on the selection and select Insert. The available insert options are then displayed.

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: Tracked changes now available in DOCX Export
• New: New chart settings

Spreadsheets

• New: Line break keyboard shortcut added in tables and spreadsheets

Sustainability

• New: Draft Workiva AI-assisted disclosures for ESRS and IFRS SDS with the Sustainability Disclosure Agent

Workiva AI

• New: Microsoft Azure Model Upgrade
• New: Draft Workiva AI-assisted disclosures for ESRS and IFRS SDS with the Sustainability Disclosure Agent

Documents

Tracked changes now available in DOCX Export

Tracked changes can now be included in DOCX exports! With differences between how Workiva and DOCX function, there is certain functionality that may differ. For example, floating object insertions do will not show as newly added (content within "Show with tracked changes"), and tables will show as newly inserted.

Note: In this initial release, author and date will not be included in export.

New chart settings

We’ve added more design flexibility to help you tell better stories with your data. Here is what’s new:

• Chart Subtitles: Add extra context directly beneath your primary chart title.
• Rounded Corners: Give your bar, column, and pie charts an update to match your desired designs.

These new enhancements make it easier to get the look and feel you want when representing your data.

To learn more, see this Workiva Support page: Format Charts.

Spreadsheets

Line break keyboard shortcut added in tables and spreadsheets

Line breaks can now be added to spreadsheets and embedded tables using the following key-press combination:

• CTRL+SHIFT+ENTER. (Windows)
• CMD+SHIFT+ENTER (macOS).

Sustainability

Draft Workiva AI-assisted disclosures for ESRS and IFRS SDS with the Sustainability Disclosure Agent

To help ensure compliant disclosures for the European Sustainability Reporting Standards (ESRS) or International Financial Reporting Standards Sustainability Disclosure Standards (IFRS SDS), you can now use the Sustainability Disclosure Agent.

With this agent, you can prompt Workiva AI with a draft disclosure and the specific requirements it should address; in response, Workiva AI provides:

• Compliance scorecard – to help identify gaps in the draft disclosure based on the provided requirements.
• Action items – with guidance on how resolve any gaps identified.
• Disclosure narrative – with a compliance-ready response based on provided content and requirements.

To use the Sustainability Disclosure Agent:

• Highlight the draft disclosure within your Document.
• Select Draft disclosure from Workiva AI's Quick edits.

To learn more, see this Workiva Support page: Use Workiva Ai For Sustainability Reporting.

Workiva AI

Microsoft Azure Model Upgrade

Workiva AI is upgrading the model we provide via Microsoft Azure from OpenAI's ChatGPT 4.1 to ChatGPT 5.4. This is now the default in the US and EU regions. AWS-Anthropic Claude Sonnet 4.6 and Gemini 2.5 Flash remain the default models for the APAC region. This model upgrade will improve intelligence and performance. The change will be done automatically and there are no actions required from the user. The Knowledge Cutoff date of this model is August 2025.

Draft Workiva AI-assisted disclosures for ESRS and IFRS SDS with the Sustainability Disclosure Agent

To help ensure compliant disclosures for the European Sustainability Reporting Standards (ESRS) or International Financial Reporting Standards Sustainability Disclosure Standards (IFRS SDS), you can now use the Sustainability Disclosure Agent.

With this agent, you can prompt Workiva AI with a draft disclosure and the specific requirements it should address; in response, Workiva AI provides:

• Compliance scorecard – to help identify gaps in the draft disclosure based on the provided requirements.
• Action items – with guidance on how resolve any gaps identified.
• Disclosure narrative – with a compliance-ready response based on provided content and requirements.

To use the Sustainability Disclosure Agent:

• Highlight the draft disclosure within your Document.
• Select Draft disclosure from Workiva AI's Quick edits.

To learn more, see this Workiva Support page: Use Workiva AI For Sustainability Reporting.

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.