A recent release to the Workiva Platform included improvements to the following products and features:
Chains
Remove and update feedback and live chat functionality
Copy/Export/Import
Include connected Processes in exports and cross workspace copies
Documents, Presentations, and Spreadsheets
Improved: Navigate to new style upon creation
Filing
Organization Admin
Activity Report action list alphabetized when exporting to .csv
Process
Connected Process files can now be the target of an export or cross workspace copy
Chains
Track events on Audit Log
For Legacy OC users:
From Admin, Security, Audit Log, Workspace Admins can track your organization's audit events about chains, workspaces, environments, connections, users, and user groups.
For Workiva Chains:
From Admin, Security, Audit Log, members with the Workspace Owner or Chain Owner role can track your organization's audit events in Chain Builder about chains, workspaces, connections, and users.
Remove and update feedback and live chat functionality
The Submit feedback option has been removed. To provide feedback, use the updated Chat with us feature instead!
Copy/Export/Import
Include connected Processes in exports and cross workspace copies
You can now include connected Process files in exports and cross workspace copy operations.
Processes can be exported or moved across workspaces as part of a folder export or cross workspace copy.
WDesk documents referenced by Connected Processes will be included as part of the job when a Process is exported or copied to another workspace.
Documents, Presentations, and Spreadsheets
Improved: Navigate to new style upon creation
Creating new styles just got a little easier. When you create a new style, you're automatically brought to that new style to begin editing immediately.
Filing
24F-2NT Filing updates
As part of the Securities Offering Reform for Closed-End Investment Companies release, the Commission adopted a requirement that filings of Form 24F-2 be submitted in a structured format. This is effective February 1, 2022. Additional information from the SEC is available here.
How does this affect the Workiva filing experience?
The biggest change is that data will now be managed using a Spreadsheet. Please reach out to Customer Success for the 24F-2NT template. Once the spreadsheet is filled out, add it to the filing Collect step and proceed through the filing steps as usual.
Organization Admin
Activity Report action list alphabetized when exporting to .csv
The Activity Report action list is now alphabetized in ascending order when exported to .csv.
Remove classic files setting
The workspace setting to remove classic files is now available. Any Workspace Owner or Org Workspace Admin can use this setting. Enabling this setting will remove all classic files in the workspace. Coordinate with other Workspace Owners and users to make sure they have what they need before removing the files. Once the workspace is ready, follow these step-by-step instructions to remove classic content.
Process
Connected Process files can now be the target of an export or cross workspace copy
Processes can be targeted directly for an export or cross workspace copy operation.
WDesk documents referenced by Connected Processes will be included as part of the job when a Process is exported or copied to another workspace.