Word Export, Revamped Board Export Modal
Copilot can now generate Word documents, and the board export modal has been redesigned with separate Status Report and Files + Workpapers sections.
New Features
- Word document export from Copilot: Ask Copilot to generate a Word (.docx) file — it will produce a formatted document from your conversation and deliver it as a download button directly in the chat. Supports headings, lists, and tables.
Improvements
- Redesigned board export: The export button now opens a modal with two distinct sections:
- Status Report — export tasks to Excel filtered by one or more statuses. Client users see requests labeled accordingly and cannot include backlog items.
- Files + Workpapers (auditors only) — choose your format: a
.ziparchive compatible with the Citations Excel Add-in, a single.xlsxwith 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.
- Cleaner export experience in chat: After Copilot generates an Excel or Word file, a download button appears in the chat — no stray or broken download links.