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.
Note: RN republished 9/24 to remedy an HTML error affecting display of header and "TOC" content. No Note content changed.
Carbon
New: Controls for who can edit category configurations
Filing
New: Analyze SEC filings with Workiva's SEC Filing Intelligence
Linking
Improved: Link and connection limits increased
Workiva AI
Improved: Improved loading experience for Workiva AI
New: Workiva AI can now access data in document tables
New: Workiva AI Intelligent Companion
New: Workiva AI now supports Microsoft Office files, images, and more
Carbon
New controls for who can edit category configurations
You can now choose whether team members with custom roles can edit entries, configurations, or both. These new permissions are available for all categories within Measure.
To learn more, see this Workiva Support page: Factor updates and recalculations.
Version 3 emission factor library available
Carbon now includes an updated library of emission factor (EF) datasets. From your company profile, you can choose the reporting year to begin to use the new Version 3 EF library for calculations.
To learn more, see this Workiva Support page: Factor updates and recalculations.
Filing
Analyze SEC filings with Workiva's SEC Filing Intelligence
Workiva's SEC Filing Intelligence lets you use Workiva's SEC 10K knowledge base to analyze and compare your filings against industry peers. Workiva AI can help provide insights and answer questions about the content of your selected SEC filings.
To learn more, see this Workiva Support page: Using SEC Filing Intelligence.
Linking
Updated link and connection limits
We've increased our limits to allow you to make even more links and connections between your files.
Links per document: 200,000 (previously 70,000)
Connections per document: 300 incoming & 300 outgoing (previously 100 each)
To learn more, see these Workiva Support pages:
Workiva AI
Improved loading experience for Workiva AI
Workiva AI has a new loading experience aimed at improving user confidence that their prompt is still operating effectively even when the wait exceeds several seconds. A message will be displayed after 15 seconds to confirm that things are working with a count-up timer to help users know how long their prompt has been in process. Going forward, Workiva plans on providing more detail around the internal status of prompts to give you more clarity and insight into the progress of your prompts.
Workiva AI can now access data in document tables
We've updated Workiva AI so that it can now access and reference data held in document tables. This unlocks new possibilities when intelligently referencing specific files in chat, or using the new intelligent companion.
To learn more, see these Workiva Support pages:
- Reference specific files in chat with Workiva AI
- Use Workiva AI’s intelligent companion in documents
Workiva AI Intelligent Companion
We’re making it even easier to work more efficiently with Workiva AI. The new Intelligent Companion brings side-by-side collaboration directly into your documents, helping you create, refine, and finalize content. This release includes:
- Right-hand panel access – enabling side-by-side collaboration directly within your reporting workflow.
- Context awareness – The companion has continuous real-time context of the in-line text and tables in your open document to provide relevant, higher-value responses without the need to reference any files.
- Content editor – Rephrase, summarize, elaborate, or generate content with one click right where you’re working, with an improved user experience that’s fully integrated with the Companion.
- Rich text insert – Seamlessly insert AI-generated content directly into your document while preserving your formatting and style guides.
To get started with the Companion
- Open a document
- Click the ✨ Workiva AI icon in the right-hand panel.
- Ask any question and watch it reference your file in real time.
To get started with the Content Editor
- Select some text or a table (or both).
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Click the new Content Editor icon.
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Ask a question of your selection, or choose from a quick-edit option.
- The Companion opens automatically in the right nav area.
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Click the arrow on any response to insert the AI-generated content.
The inserted content automatically follows your document’s style guide for consistent formatting.
To learn more, see this Workiva Support page: Use Workiva AI’s intelligent companion in documents.
Workiva AI now supports Microsoft Office files, images, and more
Workiva AI can now reference a wider variety of non-Workiva file types directly in chat. This release adds support for common Microsoft Office files, images, and CSV files, allowing users to analyze and generate content from a broader range of their own data without leaving the platform.
Key Enhancements
Expanded File Support: Users can now reference the following file types when interacting with Workiva AI:
- Microsoft Word (.doc, .docx)
- Microsoft PowerPoint (.ppt, .pptx)
- Microsoft Excel (.xls, .xlsx)
- Images (.jpeg, .png, .gif)
- CSV (.csv)
AI provider-specific capabilities: Support for these new file types is dependent on the user's selected AI provider.
- AWS: Offers the most comprehensive support, including PDF, Microsoft Word, PowerPoint, Excel, all major image types (.jpeg, .png, .gif), and CSV files.
- Google: Supports PDF, images (.jpeg, .png), and CSV files.
- Microsoft: Currently only supports native Workiva documents for file referencing.
Optical Character Recognition (OCR): Workiva AI can read and understand text, numbers, and visual information (tables, charts) within images and PDFs.
Availability
This functionality is available for all customers globally who have opted into Workiva AI.