UPDATED

 

A recent release to the Workiva Platform included improvements to the following products and features: 

Copy/Export/Import

Copy single file into existing folder

 

Documents

Insert Section page number in text

 

Integrated Risk Management & SOX Management

Copy Resource Plan

 

Workiva Platform

Manage attachments on locked files

 

XBRL

Improved readability for some XBRL validation messages

Move XBRL Fact is now Resize Fact

 

Copy/Export/Import

Copy single file into existing folder

When copying a single file, you can now choose to place the file in an existing folder instead of creating a new folder.

Documents

Insert Section page number in text

In Documents, you can now insert the first page number of a specific section into text, commonly used for tables of contents. From the Edit tab, click the Insert button and choose auto text to see the option to insert the page number.

Integrated Risk Management & SOX Management

Copy Resource Plan

You can now copy any Resources Plans in the Planning experience! If you use the new ability to configure the plan with a start and end date, you will find it easy to shift all dates a year forward, for example, during the copy process.

Workiva Platform

Manage attachments on locked files

You can now add new attachments and manage existing ones on locked Documents, Presentations, or Spreadsheets.

XBRL

Improved readability for some XBRL validation messages

We've improved readability for some XBRL validation messages.

Move XBRL Fact is now Resize Fact

We've renamed Move XBRL Fact to Resize Fact in the right-click menu and fact details menu to better reflect functionality.