Faster template apply, smarter email invites, and stability fixes

Templates now create tasks instantly, email invites accept any paste format, and several crashes across the workpaper and chat surfaces have been resolved.

Improvements

  • Applying a template is now instant. The intermediate document group mapping screen has been removed from the template apply flow. Selecting a template and clicking Apply creates the task immediately — no extra confirmation step required.

  • Email invites accept any paste format. When adding team members or clients to an engagement, you can now paste addresses in any common format: space-separated, comma-separated, one per line, or directly from Outlook ("First Last <email@firm.com>"). Invalid addresses are flagged inline before the invite is sent, so you can fix them on the spot instead of hitting a generic error after the fact.

  • Foot/Crossfoot calculator lists operands in document order. Values in the F/CF calculator are now shown in the order they appear in the PDF — page by page, top to bottom — making it straightforward to trace each number back to its location in the source document.

Bug Fixes

  • "Apply Valid" / "Apply Exception" no longer fails after a tick mark is removed. Re-applying a footing result to a number that previously had its tick mark removed now succeeds as expected, instead of showing a "Failed to finalize calculation" error.

  • AI chat panel no longer goes blank during streaming. An issue that caused the chat panel to crash and stop rendering while a response was being generated has been fixed.

  • Workpaper page is stable on long-running engagements. An issue causing the workpaper page to crash on engagements with a long activity history has been resolved.