A recent release to the Workiva platform included improvements to the following products and features. You can learn more about each item in the section below.
Documents
Additional control added to style guides
Footnote formatting Improvements
Filing
Form SHO (Rule 13f-2) is now available
Generative AI
Upgraded Workiva Generative AI Model: Google
Workiva Platform
Child sections now autoselected in External Translations section picker
Edit hyperlinks in external translations
Edit table of content headers in external translations
Documents
Additional control added to style guides
Right Indent, Keep With Next, and Keep Lines Together have been added to style guides so that they can be set to have greater control when using style guides in files.
Compare Workiva documents
You can now compare two Workiva documents to each other with the Compare Workiva documents feature. A PDF will be created to show the similarities and differences between selected sections or entire documents. This will reduce the amount of effort and time to review your reports.
For more information, see Compare Workiva documents.
Footnote formatting Improvements
A number of footnote formatting improvements have been added to allow more flexibility, control, and design when using automated footnotes, including the ability to copy/paste footnotes. The formatting improvements include the addition of the following options:
- Style: Choose from different styles of footnotes, such as alphabetical or numerical.
- Sequence starts: This option indicates the starting item for a sequence. This option is disabled if Continuous or Page is selected for Restarts at.
- Restarts at: Choose where to restart footnotes from (continuous, page, or section).
- Prefix: Adds in front of the footnote.
- Suffix: Adds at the end of the footnote.
- Footnote line: Add and customize the weight, length, color, and style of line. This line separates the file’s area and the footnotes area. By default, a footnote line is added in. You can remove the line if needed.
For more information, see Create footnotes.
List Improvements
- Connect Lists: You can now connect a specific list and level in heading or paragraph styles. This allows for easy addition of lists on all headings across an entire document, e.g. you can set outline list level 2 to use heading 2 and use continuous numbering such as 1.1, 2.1, etc.
- Number of Digits: You can now increase the minimum number of digits to 2 for numbered lists, e.g. displaying 01 for the first item in a list.
- Legal List Numbering: You can now choose the Legal Style Numbering for each level of an outline list, which forces that level to a number for that level.
For detailed information, see Use style guides for documents, Use style guides for spreadsheets, or Use style guides for presentations.
Filing
Form SHO (Rule 13f-2) is now available
In the EDGAR 24.4 release, the SEC added support for the new Form SHO type for eligible 13F managers to report to their short sales positions on a monthly basis, implementing Rule 13f-2.
The requirement begins on January 2, 2025 and Form SHO must be filed within 14 calendar days after the end of each month, therefore the first filing will be required by no later than February 14, 2025.
For more information, see our related community post.
Generative AI
Upgraded Workiva Generative AI Model: Google
Workiva Generative AI is now using the latest version of Google Gemini 1.5 pro for processing user prompts in Workiva Generative AI for those who use it as their preferred AI provider. This latest version has an improved response quality compared to the prior version.
Workiva Platform
Bulk import to group
Org Workspace Admins, Org Security Admins, Org User Admins, and Workspace Owners can now import users into a group. This enhancement allows for bulk operations, significantly reducing the time required to add users and streamlining the process.
Child sections now autoselected in External Translations section picker
In the Prepare for Translation step with External Translation, all child sections will now be automatically selected when choosing a parent section.
Edit hyperlinks in external translations
Hyperlinks can now be translated when exported using the external language translation export. Hyperlinks are edited in the translation management system and will be updated when imported back into Workiva.
Edit table of content headers in external translations
Table of content header rows can now be translated when exported using the external language translation export. Table of content column headers, added under table of content properties, will now be exported for translation in the translation management system and will be updated when imported back into Workiva.