The following release notes were published in June 2025.
Chains
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Update: Persefoni “Fetch Transactions” command disabled
The “Fetch Transactions” command in the Persefoni Connector has been disabled in favor of the “Get Activities” command.
Content Management
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Improved: Control inclusion of automations on file copy
A new checkbox in the Copy dialog allows you to choose whether or not to include automations when copying a Workiva file.
SEC, Filing, XBRL
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New: New Historical Data Roll Forward feature
SEC customers can now leverage previous filings to roll forward XBRL-tagged historical data directly, reducing errors and saving time.
Structured Content Management
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Improved: Enhanced details in smart link library
You can now search for smart links by name, sort by date or alphabetically, and filter by source file and section name.
Sustainability
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Improved: Sustainability Program Owners can manage dimensions
Sustainability Program Owners can now set up and manage custom dimensions used to collect multiple values through a metric. -
New: View relationships between CDP and ESRS in Sustainability Explorer
You can now view side-by-side relationships between CDP 2025 and European Sustainability Reporting Standards (ESRS) content. -
New: View relationships between ESRS and IFRS SDS in Sustainability Explorer
If you include both ESRS and IFRS SDS in Explorer, you can now view the relationships between their disclosures. -
Improved: Set up values and tasks for Sustainability Program metrics
You can now manually select specific collection periods and dimensions for values and group multiple values into a single task.
Workiva Carbon
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Update: Workiva Carbon connector now supports key pair authentication
The Workiva Carbon connector now supports key pair authentication; existing ID+Password authorizations are supported through November 2025.