A recent release to the Workiva Platform included improvements to the following products and features:
Filing
Processes
Wdata
Persefoni connector now includes the Get Activities command
Filing
Create filing from home
You can now create a filing from Home by selecting a document, multiple documents, or a folder, then right-clicking and choosing Create Filing from the context menu. This will create a filing and put the selected documents in the Collect step.
Processes
Bulk edit action titles
You can now bulk edit the titles of multiple actions at once. For more information, see Bulk edit actions in a process.
Wdata
Persefoni connector now includes the Get Activities command
We've added the Get Activities command to the Persefoni connector. This command provides many of the same functions as the existing Fetch Transactions command, but includes additional features such as date filtering and an improved response time.