A recent release to the Workiva Platform included improvements to the following products and features:
SOX and Audit
Cut/Copy/Paste now available for document markup
You can now use keyboard shortcuts to cut/copy/paste markup in Workiva Documents.
Duplicating markup will remain available by selecting CTRL/CMD+D within a section.
Connect metrics to merged spreadsheet cells
To enable more connected sources for metrics, you can now use merged cells within a spreadsheet as the source for an ESG Program metric value.
Improvements to viewing and reviewing document blacklines
We've made some updates to improve the user experience for blackline reviewers.
You can choose how changes are displayed when reviewing a blackline. You have three options:
- View all changes (Default)
- Pin view (Hides deletions)
- None (Gives a final view of the file)
You can see individual change cards in the new Blackline changes right-hand panel for your selected section.
Send blackline for review:
- You can now specify which view mode you want reviewers to see when they open the blackline.
- You can also lock down the reviewer's ability to toggle view modes if you want to control how the blackline is reviewed.
- Reviewers can see a list of changes in the new Blackline changes right-hand panel.
These updates give reviewers the flexibility to choose how they want to review blackline changes. They can also see a clean version of the file by selecting the None view option (an option previously unavailable without sending a separate clean revision for review).
SOX and Audit
Multiple assignees on a request
You can now assign one or more assignees to your requests. Each assignee on a request can upload evidence files, which expedites the process of evidence collection. Once the request is submitted by one assignee, Workiva will automatically close the task for the remaining assignees, and every assignee will be notified of who submitted the request. The request will move through the workflow statuses as expected - In Progress, In Review, Complete, etc. Assignees can check the History panel in the Request Portal to see who uploaded certain files and who submitted the request.
New and Classic OAuth grants and public API interface
We've begun migrating accounts to the new interface for OAuth 2 Grants and Public APIs. Through June 2, you may see both the previous and new interfaces for these features.