Intelligent Section Deletion in Documents (ESG and Regulatory Modules)

My client ITAU UNIBANCO S/A has raised the following relevant point:

Problem Description:

When deleting a section within Workiva documents, all content in that section is automatically erased. Currently, there is no option to:

Preserve the content;
Transfer the content to another section;
Maintain links, formatting, and permissions.

Identified Impacts:

Manual and error-prone process;
Loss of productivity;
Risk of broken links and loss of traceability;
High operational cost, especially in regulatory (ESG) environments.

Request from Itaú:

Implement an intelligent section deletion feature with the following capabilities:

Option to automatically move content to another section;
Preservation of links, formatting, and permissions;
Ability to select the destination section when deleting.

Internal Workiva Feedback & Next Steps:

Current Possibilities:

Using cut and paste preserves internal links and references, as well as some formatting.
Permissions are maintained only if applied to the entire document.

Current Limitations:

Attachments are not transferred with pasted content;
Section-specific permissions must be manually reapplied;
The platform does not natively offer an option to move content when deleting sections;

Additional Notes: Deleting entire sections is not a common practice and may indicate an internal process that could be reviewed. The requested feature is reasonable but requires broader validation.

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Intelligent Section Deletion in Documents (ESG and Regulatory Modules)

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