A recent release to the Workiva Platform included improvements to the following products and features:
Improvements to nesting in Binders
You can now create parent-child relationships and titles in PDF outlines using tabs and nesting.
Certification letter preview
You can now preview how a letter will look for the assigned signers and approvers prior to running your process.
Import non-Workiva files into an existing folder
When importing a non-Workiva file using the Create menu, you will now see an option to choose a destination folder. You can import directly into a folder by right-clicking within an active folder and selecting Import.
Floating objects included in PDFs with tracked changes
Floating objects are now included in PDFs that include tracked changes.
Note: This feature is only available in Workspaces with Designed Reporting capabilities.
Bulk edit assignees and approvers
You can now bulk change the assignees and approvers who are assigned to the actions in your process.
Wdesk Sync will be shut down as of September 30, 2023
Workiva Sync is the replacement Add-in for Microsoft Excel. It is ready for your install and use today. Learn more by viewing the Workiva Sync Community Page.
Classic Admin Changes - Classic Profile removed
As a reminder, Workiva is shutting off access to specific experiences within our Classic Admin application to streamline your administrative tasks.
In our most recent release, we shut off our Classic My Profile page. The new My Profile page is already available in the current Workiva Platform. For more on editing your profile, see Edit your profile .
Classic Account Admin navigation removed
All Classic Admin features that Workiva supports can now be accessed through our current platform. As a result, all Classic Account Admin features have now been shut down and we've removed the ability to navigate to Classic Account Admin from the current platform navigation menu.
For more information on Classic Admin changes, see this community post.
Fixes to the /Schemas endpoint
The /Schemas endpoint will no longer return schemas with the names "Schema", "Resource Type", or "Service Provider Config".
View value details from ESG Metrics panel
With Workiva's ESG solution, you can view information about ESG Program metrics from their connected source file's ESG Metrics panel. From this panel, you can now view details about a connected value, including:
- Data type, such as Number or Currency
- Unit of measurement, when applicable
- It location within the file, such as the coordinates of its spreadsheet cell
For more information, see Connect Workiva files to ESG Program metric values
Enhanced Role Management
Org Workspace Admins and Workspace Owners can now use the new Roles tab to set the default roles that will automatically be assigned to newly added members.
To learn more about managing member roles, see Manage member roles.