A recent release to the Workiva Platform included improvements to the following products and features:
Copy/Export/Import
Remove empty space due to excluded sections in PDF Export
Integrated Risk Management & SOX Management
Workflow Email Assignment Added: Request Approver
Process
Optional file location and approver on basic task actions
XBRL
Add/Re-add concept moved to toolbar
Copy/Export/Import
Remove empty space due to excluded sections in PDF Export
When choosing to export specific sections to PDF, you can now choose to remove the blank space where sections were excluded. This option is the default when selecting Current Section or Select Sections.
Integrated Risk Management & SOX Management
Workflow Email Assignment Added: Request Approver
For all requests created with an Approver, a task assignment email notification will now automatically be sent upon submission by the assignee. The email notification will be sent to the Approver's username (email address) and includes a direct link to the Request portal to Approve or Send Back the request.
Process
Optional file location and approver on basic task actions
You now have the option to add a file location and an approver to a basic task in processes. This will not change file permissions.
XBRL
Add/Re-add concept moved to toolbar
The option to add or re-add concepts to the XBRL outline has been moved from the Fact Details panel to the drop-down menu in the toolbar.