Recent releases to the Workiva platform included improvements to the following products and features.
You can learn more about each item in the sections below.
Audit Management Essentials
New: Audit Testing Add-in for Excel
New: Bulk Creation of General Requests
Controls Management
New: Audit Testing Add-in for Excel
New: Bulk Creation of General Requests
Documents
New: New advanced table option: Align Accounting and Percent Column Gutters.
Platform
New: Manage File Colors
Presentations
New: New advanced table option: Align Accounting and Percent Column Gutters
Spreadsheets
New: New advanced table option: Align Accounting and Percent Column Gutters
Sustainability
New: Prompt Workiva AI with Simplified ESRS Intelligence
New: Explore 2026 CDP questionnaire content
Audit Management Essentials
Audit Testing Add-in for Excel
The Audit Testing Add-in for Excel enables connected attribute-based testing between Microsoft Excel and Workiva, with conclusions and testing details automatically reflected in Workiva. With the Audit Testing Add-in, you can:
- Download a copy of your original evidence to mark up that links to the workpaper and attributes.
View attributes for one or more samples and explicitly set conclusions as Pass, Fail, or Not Applicable. - Place attribute indicators (Excel Notes) on cells or ranges to document how evidence supports each conclusion.
- Associate testing with specific samples within a file.
- Automatically record authorship of attribute indicators.
- Work with large, complex Excel files in their native format
- Automatically send attribute conclusions to the Workiva testing matrix and sync changes to the Excel file to Workiva
To learn more, see this Workiva Support page: Apply evidence markup.
Bulk Creation of General Requests
Users can now bulk create general requests by uploading an Excel file in the Requests tab on a project. The import workflow creates all the requests and allows for those to be reviewed and sent individually or in bulk. Now you can bulk create either General or Population requests for a project at the same time.
Controls Management
Audit Testing Add-in for Excel
The Audit Testing Add-in for Excel enables connected attribute-based testing between Microsoft Excel and Workiva, with conclusions and testing details automatically reflected in Workiva. With the Audit Testing Add-in, you can:
- Download a copy of your original evidence to mark up that links to the workpaper and attributes.
View attributes for one or more samples and explicitly set conclusions as Pass, Fail, or Not Applicable. - Place attribute indicators (Excel Notes) on cells or ranges to document how evidence supports each conclusion.
- Associate testing with specific samples within a file.
- Automatically record authorship of attribute indicators.
- Work with large, complex Excel files in their native format
- Automatically send attribute conclusions to the Workiva testing matrix and sync changes to the Excel file to Workiva
To learn more, see this Workiva Support page: Apply evidence markup.
Bulk Creation of General Requests
Users can now bulk create general requests by uploading an Excel file in the Requests tab on a project. The import workflow creates all the requests and allows for those to be reviewed and sent individually or in bulk. Now you can bulk create either General or Population requests for a project at the same time.
Documents
New advanced table option: Align Accounting and Percent Column Gutters
A new advanced table option is now available on table formats in Documents, Presentations and Spreadsheets. This option will allow users to align accounting and percent column gutters. When selecting (and unselecting) this option, alignment will change. When turned on, accounting and percent value formatted cells in the same column will adjust based on their symbol, suffix, negative parenthesis, and more.
This option will default to being checked (active), and the option will be maintained on rollforward.
To access this setting in a document:
- Select the File tab.
- Click Properties, and select Document> Table formats.
-
Align Accounting and Percent Column Gutters is located under Advanced Options.
Presentations
New advanced table option: Align Accounting and Percent Column Gutters
A new advanced table option is now available on table formats in Documents, Presentations and Spreadsheets. This option will allow users to align accounting and percent column gutters. When selecting (and unselecting) this option, alignment will change. When turned on, accounting and percent value formatted cells in the same column will adjust based on their symbol, suffix, negative parenthesis, and more.
This option will default to being checked (active), and the option will be maintained on rollforward.
To access this setting in a presentation:
- Select the File tab.
- Click Properties, and select Presentation> Table formats.
-
Align Accounting and Percent Column Gutters is located under Advanced Options.
Platform
Manage File Colors
We’ve made it much easier to keep your styling on brand with enhanced management for File Colors, giving you more control and flexibility over your color palette. Here are the two new options this provides:
- Name colors: Give your colors custom names so you and your team always know exactly what they are for, removing the guesswork and ensuring the right tone is used every time.
- Remove and edit individual colors: Remove and edit individual colors in your File Colors to efficiently keep your color palette aligned with your brand.
To learn more, see this Workiva Support page: Use File Colors.
Spreadsheets
New advanced table option: Align Accounting and Percent Column Gutters
A new advanced table option is now available on table formats in Documents, Presentations and Spreadsheets. This option will allow users to align accounting and percent column gutters. When selecting (and unselecting) this option, alignment will change. When turned on, accounting and percent value formatted cells in the same column will adjust based on their symbol, suffix, negative parenthesis, and more.
This option will default to being checked (active), and the option will be maintained on rollforward.
To access this setting in a spreadsheet:
- Select the File tab.
- Click Properties, and select Spreadsheet> Formats.
-
Align Accounting and Percent Column Gutters is located under Advanced Options.
Sustainability
Prompt Workiva AI with Simplified ESRS Intelligence
To have Workiva AI help clarify the complexities of the simplified European Sustainability Reporting Standards (ESRS), you can add the new Simplified ESRS Intelligence knowledge base. With this knowledge base, you can prompt Workiva AI to summarize and explain the draft simplified Standards and their disclosure requirements, as published by the European Financial Reporting Advisory Group (EFRAG) in December 2025.
You can continue add the ESRS Intelligence knowledge base to help clarify the ESRS Delegated Act and corrigendum published to the Official Journal in 2024 or help compare and contrast the different versions' requirements.
If your Sustainability Explorer includes the ESRS, you can also view the source content used by Workiva AI to develop its response.
To learn more, see this Workiva Support page: Use Workiva Ai With European Sustainability Reporting Standards.
Explore 2026 CDP questionnaire content
To help prepare disclosures to CDP (formerly Carbon Disclosure Project), you can now include the content of 2026 CDP Corporate and Small/Medium Enterprise (SME) questionnaires — all questions, their response options, and scoring criteria — in Sustainability Explorer. To include this content, select 2026 CDP or All frameworks from the Properties panel.
Use this content to help prepare for the 2026 disclosure cycle:
- Browse the questionnaires, and bookmark questions for easy reference throughout the workspace.
- Discuss questions, their responses, and scoring criteria with other workspace members as Comments.
- Align questions with metrics in Sustainability Program that collect related values to help inform responses.
Note that this release only enables the 2026 CDP content in Explorer. The CDP Questionnaire within Explorer will support 2026 responses in a future release, when CDP opens their submission window.
To learn more, see this Workiva Support page: Explore CDP Questionnaire For Sustainability Reporting.