Release Notes: September 2025

The following release notes were published in September 2025.

Binders

New: Multi-file uploads to Binders
You can now upload multiple files to Binders from outside of Workiva by multi-selecting in the file browser as you would normally.

New: New controls for who can edit category configurations
You can now choose whether team members with custom roles can edit entries, configurations, or both.
New: Version 3 emission factor library available
Carbon now includes an updated library of emission factor (EF) datasets.
New: Control who can filter by groups on the Measure dashboard
With the new “Filter by groups” permission, you can now remove the ability for a custom role to filter the Measure dashboard based on entry and location groups.
New: Bulk upload Waste data from spreadsheets
You can now add data for Waste by uploading spreadsheets in any format for multiple locations.

New: Sage Intacct Get Trial Balances V2 option added
In the Sage Intacct connector, the Trial Balance node now has a "Use V2" option.
Update: SFTP Connector list directory command updated
The "list directory" command in the SFTP Connector has been updated to return a JSON array with modifiedTime, mode, remoteFile, and accessedTime.
New: Workiva Get Sheet Data command adds "Use Platform API" option
In the Workiva connector, the Get Sheet Data command now has a "Use Platform API " option.

New: Rotate Floating Shapes and Images in Documents
Users can now rotate floating shapes and images within their documents for better layout control.

Improved: Improved Toolbar for Table Editing
You can now use the Highlight button on text within any table cell.

New: Analyze SEC filings with Workiva's SEC Filing Intelligence
Workiva's SEC Filing Intelligence lets you use Workiva's SEC 10K knowledge base to analyze and compare your filings against industry peers.

New: Documents Companion can read Chart Backing Table data
The Workiva AI Companion in documents is now able to read the backing table data for any inline chart.
Change: Google Gemini Model upgraded
Workiva AI is upgrading the model provided via Google from Gemini 1.5 Pro to Google's Gemini 2.5 Flash.

Improved: Updated link and connection limits
We've increased our limits to allow you to make even more links and connections between your files.

New: Simplify writing for European Sustainability Reporting Standards with Workiva AI
To help simplify the complexities of the European Sustainability Reporting Standards (ESRS), you can now use the ESRS Intelligence knowledge base.
New: Browse and select source files for metric values
When you connect a metric value to a source file from a Sustainability Program, you can now browse to and open the source file from the value details.
New: Import items into Sustainability Program
From a Sustainability Program, you can now generate Spreadsheet templates to add new items — such as dimensions, tags, topic, metrics, and metric details — in bulk.
New: View Sustainability Program metric values from all collection periods
You can now select to view values for all collection periods of the Program year from any Sustainability Program metric.
Change: "Pending" status for metric values with no tasks
For clarity, values not included in metric tasks now display a status of "Pending" in Sustainability Program until complete.

Improved: Improved loading experience for Workiva AI
Workiva AI has a new loading experience aimed at improving user confidence that their prompt is still operating effectively.
New: Workiva AI can now access data in document tables
We've updated Workiva AI so that it can now access and reference data held in document tables.
New: Workiva AI Intelligent Companion
The new Intelligent Companion brings side-by-side collaboration directly into your documents, helping you create, refine, and finalize content.
New: Workiva AI now supports Microsoft Office files, images, and more
Workiva AI can now reference a wider variety of non-Workiva file types directly in chat.