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.
Documents
New: Tracked changes now available in DOCX Export
New: New chart settings
Spreadsheets
New: Line break keyboard shortcut added in tables and spreadsheets
Sustainability
New: Draft Workiva AI-assisted disclosures for ESRS and IFRS SDS with the Sustainability Disclosure Agent
Workiva AI
New: Microsoft Azure Model Upgrade
New: Draft Workiva AI-assisted disclosures for ESRS and IFRS SDS with the Sustainability Disclosure Agent
Documents
Tracked changes now available in DOCX Export
Tracked changes can now be included in DOCX exports! With differences between how Workiva and DOCX function, there is certain functionality that may differ. For example, floating object insertions do will not show as newly added (content within "Show with tracked changes"), and tables will show as newly inserted.
Note: In this initial release, author and date will not be included in export.
New chart settings
We’ve added more design flexibility to help you tell better stories with your data. Here is what’s new:
-
Chart Subtitles: Add extra context directly beneath your primary chart title.
-
Rounded Corners: Give your bar, column, and pie charts an update to match your desired designs.
These new enhancements make it easier to get the look and feel you want when representing your data.
To learn more, see this Workiva Support page: Format Charts.
Spreadsheets
Line break keyboard shortcut added in tables and spreadsheets
Line breaks can now be added to spreadsheets and embedded tables using the following key-press combination:
- CTRL+SHIFT+ENTER. (Windows)
- CMD+SHIFT+ENTER (macOS).
Sustainability
Draft Workiva AI-assisted disclosures for ESRS and IFRS SDS with the Sustainability Disclosure Agent
To help ensure compliant disclosures for the European Sustainability Reporting Standards (ESRS) or International Financial Reporting Standards Sustainability Disclosure Standards (IFRS SDS), you can now use the Sustainability Disclosure Agent.
With this agent, you can prompt Workiva AI with a draft disclosure and the specific requirements it should address; in response, Workiva AI provides:
- Compliance scorecard – to help identify gaps in the draft disclosure based on the provided requirements.
- Action items – with guidance on how resolve any gaps identified.
- Disclosure narrative – with a compliance-ready response based on provided content and requirements.
To use the Sustainability Disclosure Agent:
- Highlight the draft disclosure within your Document.
- Select Draft disclosure from Workiva AI's Quick edits.
To learn more, see this Workiva Support page: Use Workiva Ai For Sustainability Reporting.
Workiva AI
Microsoft Azure Model Upgrade
Workiva AI is upgrading the model we provide via Microsoft Azure from OpenAI's ChatGPT 4.1 to ChatGPT 5.4. This is now the default in the US and EU regions. AWS-Anthropic Claude Sonnet 4.6 and Gemini 2.5 Flash remain the default models for the APAC region. This model upgrade will improve intelligence and performance. The change will be done automatically and there are no actions required from the user. The Knowledge Cutoff date of this model is August 2025.
Draft Workiva AI-assisted disclosures for ESRS and IFRS SDS with the Sustainability Disclosure Agent
To help ensure compliant disclosures for the European Sustainability Reporting Standards (ESRS) or International Financial Reporting Standards Sustainability Disclosure Standards (IFRS SDS), you can now use the Sustainability Disclosure Agent.
With this agent, you can prompt Workiva AI with a draft disclosure and the specific requirements it should address; in response, Workiva AI provides:
- Compliance scorecard – to help identify gaps in the draft disclosure based on the provided requirements.
- Action items – with guidance on how resolve any gaps identified.
- Disclosure narrative – with a compliance-ready response based on provided content and requirements.
To use the Sustainability Disclosure Agent:
- Highlight the draft disclosure within your Document.
- Select Draft disclosure from Workiva AI's Quick edits.
To learn more, see this Workiva Support page: Use Workiva AI For Sustainability Reporting.