Export Chat to Word & Engagement Disambiguation
Download task chat conversations as Word documents, resolve duplicate engagement identifiers, and several chat and request-table fixes.
New Features
- Export chat to Word: Download the full conversation from any task chat as a
.docxfile — available in the three-dot menu in the task chat sidebar. - Engagement disambiguation: When multiple engagements share the same short identifier (e.g.
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.
Improvements
- AI analysis performance: Workpaper AI runs now process document pages more efficiently, reducing wait times for large or complex files.
- FSR year detection: Tables with ambiguous year references are classified more accurately, reducing mismatches during financial statement review.
Bug Fixes
- Chat overflow: Long URLs and text in chat messages now wrap correctly instead of overflowing or being clipped.
- Requests with files counter: The "Requests with files" count in the request table now stays accurate after uploading files individually rather than in bulk.