Add Value stays accessible during operand assignment: When building a foot/crossfoot calculation by lassoing numbers one at a time, the Add Value button now remains visible even while a previous number is waiting for its row and column to be identified. You can keep adding numbers to the calculation without the button disappearing mid-flow.
Row footing and column crossfooting are tracked as separate annotations: Tick marks for row footing and column crossfooting on the same number now coexist independently. Placing a column crossfooting no longer silently upgrades an existing row footing to Confirmed — both marks are preserved and reflect their correct direction.
Task template description is now optional: The Save button in the Save-as-Template dialog is no longer disabled when the description field is empty. Templates can be saved without a description.
Template save errors are now specific: When saving a template fails, the dialog now displays the actual reason (for example, if the source task is no longer available) instead of a generic "Please try again" message.
Deleted-chat links no longer cause errors: Opening a link to a chat that was deleted, or restoring a session where the last active chat no longer exists, no longer produces an unexpected error.
Workflow diagram in workpaper: A new interactive diagram in the workpaper sidebar visualizes all datasources as cards with connecting edges. Each card shows its type (Table Data, Client, or Auditor), column and file counts, and yellow warning banners when selection data or files are missing. Action buttons at the bottom let you run all automations or drill into per-datasource options — including a "Fill Empty" mode that skips cells that already have values.
Context picker in task chat: An attachment popover now lets you choose exactly which files to include in your chat message. Files are grouped by datasource with "Select all / Deselect all" per group, a filename search, and a count badge. In task chat, a "Paste Selection Data" action opens the Add/Edit Selections modal directly from the chat panel — no need to navigate to the workpaper first.
Chat can navigate directly to a sampling form: The Co-Audit Agent can now deep-link you to the workpaper and automatically open the selection data modal pre-set to a specific sampling method (Random, MUS, High Value, or JE Testing) — so following an AI recommendation takes you straight to configuration.
Workpaper onboarding now offers two starting paths: When setting up a new workpaper, you can choose "Add Selections" (opens the import modal right away) or "No Selections" (proceed directly to naming a document group), matching how you actually want to begin.
Clearer selection data controls: The workpaper datasource toolbar now shows an "Add Selection Data" button when no data exists, and an "Edit Selection Data" split button when data is present. The split button separates "Replace Selection Data" (clear and re-import, including changing headers) from "Append Rows" (add rows while preserving existing column structure).
Done tasks visible by default on the board: Completed tasks now appear on the board by default. Use the "Completed issues" filter to hide them — opting in to hiding rather than opting in to seeing.
Status change confirmation when selection data is missing: When moving a client-visible task to a status clients can see, and the task has no pasted selection data, a confirmation dialog now appears. It lists each affected task and requires an acknowledgement before proceeding — preventing accidental client exposure of requests without data.
Library file preview improvements: The library now shows a graceful fallback for corrupt or unreadable PDFs instead of a blank error. Excel previews include sheet tab navigation so you can browse between tabs.
Welcome email errors now show the specific reason: If sending a welcome email to an auditor or client fails, the notification now shows the specific cause (e.g., "on suppression list — contact support to remove") instead of a generic error.
Requested Documents datasource created on new tasks is now treated as a placeholder. If it's empty when the agent is designing the workpaper, it's renamed to fit the design or deleted — never preserved as-is just because it exists.Cloned engagements: reference and library files are now accessible to all recipients. Previously, auditors provisioned via a sandbox clone were denied download and viewer access to reference and library files because file ownership still pointed to the source engagement. Files are now correctly scoped to the destination task, and access is restored immediately for all clone recipients — including non-admin auditors.
Engagement board: disabled board pills now show real counts and smarter guidance. When the Requests or Tasks board is turned off in engagement settings, the pill now shows the actual task or request count instead of a hardcoded zero. If hidden tasks exist — for example, after cloning from an ALL-visibility engagement — the tooltip explicitly flags it: "This engagement has client-visible requests but the board is hidden. Enable it in engagement settings." When the count is zero, the original shorter tooltip is shown. Auditors can now tell at a glance whether there are tasks waiting on them vs. whether the board is simply unused.
Automation progress cards are more accurate after network interruptions. On reconnect following a pod rotation, stale failure markers in the automation progress card are immediately replaced by the correct live status if the background retry has already succeeded — no more misleading red indicators on automations that actually completed. In the AI chat run card: a "Reconnecting…" pill appears during brief connectivity gaps so in-progress runs look like transient buffering rather than failures; the "Analysis skipped" warning is suppressed while a run is still in flight and only surfaces after the run reaches a terminal state; and Cancel now reliably targets the correct run by its unique ID rather than the short automation ID.
run_automation: the AI can now re-run a single attribute column across all rows in a datasource — the right action after updating a column's prompt and wanting every row recomputed without triggering a full workpaper re-runUnmatched aggregate row: Match-agent datasources now display a pinned Unmatched row at the bottom of the workpaper grid whenever files remain unmatched. Each datasource column shows an amber chip with the unmatched file count — clicking it opens the cell detail panel filtered to those files. Once all files are matched, the chip turns green. Sample datasource columns are visually subdued so the row reads as a single status band rather than live data.
Lock / Unlock Matches: A new Lock Matches button in the unmatched-files panel lets auditors bulk-protect every confirmed match in a datasource with a single click. When all matches are already protected, the button switches to Unlock Matches. The button is hidden while unmatched files remain — a Re-run Match button is shown instead.
?templateId URL (e.g. from a shared template link) jump straight to that template's focused preview; an error toast appears if the template is unavailable or inaccessible./clients routes at the middleware layer and redirected to home, rather than reaching an error state.$ prefixes) are preserved across collective reductions in AI retrieval formula paths.[N] tags the model occasionally produces.ᶜ for client-assigned records, ᴹ for manually protected or matched records, and no suffix for agent-auto-matched records. These markers are preserved when exporting to Excel.searchFilePages now supports regex patterns, page ranges, case-sensitive mode, and word/line-based context extraction. It also auto-detects total page count to prevent out-of-range searches, skips pages that error rather than treating them as matches, and returns a clean error immediately for inaccessible files.[1] or [2], those source links are now carried forward into follow-up exchanges — the AI can correctly refer back to previously cited content in multi-turn conversations without losing context= are written as real Excel formulas in all .xlsx exports — values calculate automatically when the file opens; number formatting (currency, date, number) is applied based on the column's data type.docx file — available in the three-dot menu in the task chat sidebar.ACME-2025), navigating to that engagement now shows a disambiguation screen listing each match with its client name and audit period. Open the right engagement directly or jump to its settings from the same screen..zip archive compatible with the Citations Excel Add-in, a single .xlsx with embedded files, or a workpapers-only .xlsx. Workpaper sheets now include threaded Excel comments drawn from task activity at the cell, row, and file level.