The following release notes were published in April 2025.
Gen AI
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Change: Gen AI Prompt Library Category Name changed from "SEC" to "Financial Reporting" [cite: 1]
The "SEC" category in the Workiva Generative AI prompt library has been changed to "Financial Reporting" to be more inclusive of all financial reporting activities. [cite: 1]
Platform
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New: Case Formatting now available in toolbar [cite: 1]
Case formatting, including UPPERCASE, lowercase, and Title Case, is now available in both the Edit toolbar and the Style Editor. [cite: 1] -
Improved: Improved Groups Export format [cite: 1]
The Groups Export report now includes "Home Organization" and "Account Status" columns to help identify external users and active accounts. [cite: 1] -
New: Real-time updates to intra-document subcell destination links [cite: 1]
Intra-document subcell destination links now update automatically in real time as changes are made to their source links, even before those source links are published. [cite: 1] -
New: Prototype API: Non-Workiva File API Support [cite: 1]
A new suite of endpoints in Prototype enables import and export use cases for non-Workiva file types like PDF, PNG, and CSV. [cite: 1] -
Update: Workiva SSL certificates updated [cite: 1]
The Workiva SSL certificates have been updated; new values for certificates and private keys are available in the IT Network Setup Guide. [cite: 1]
Processes
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Improved: Monitor View now supports deleting Actions [cite: 1]
Users can now delete actions, including completed ones, from a process in Monitor view, which cancels the action and notifies assignees. [cite: 1]
Structured Content Management
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New: Sharing smart links with user groups [cite: 1]
Cross-workspace smart link sharing has been enhanced to allow sharing with workspace user groups in addition to individual users. [cite: 1]