Skills: Reusable AI Prompt Templates for CoAudit and Workpaper Automations

New: AI Skills

Skills are named, reusable sets of AI instructions you save once and reference anywhere in your audit work — a Personal skill is private to you; a Firm skill is shared with everyone at your firm.

Use a Skill in CoAudit chat by typing / or selecting one from the "+" Skills menu in the composer. The skill's instructions are automatically included when you send — you can still add your own context before hitting send.
Reference a Skill in workpaper automation columns by typing / in any retrieval, match, or deep-analysis prompt field. Firm and Punchcard skills are available here; the skill's instructions are applied automatically at run time across every record.
Browse and manage all your Skills in the Skills library, opened from the "+" menu in CoAudit chat. Search by name or description, filter by Personal / Firm / Punchcard scope, and view, edit, or delete skills you have access to. Saving a change to a Firm skill shows a confirmation before it affects your whole team.
Co-Audit can author and refine Skills directly from the chat — ask it to save the current approach as a reusable skill without leaving the conversation. Saving a Firm skill from chat requires your confirmation first.
Sent messages display skill names as inline badges; clicking a badge opens the skill's full detail view.
The Skills editor supports full formatting — Enter, undo, bold, italic, and list indentation work as expected.

Memo

Testing attribute descriptions in the Memo now use the same rich-text editor as the Audit Procedure field on the workpaper — format text and include assertion references without the description reverting to plain text or showing markup on reopen.
Co-Audit now treats Testing Attributes as part of the memo. Asking it to "complete the memo" or "fill in the memo" will include the testing attributes alongside the narrative sections, rather than treating them as a workpaper-only concern.

Request Table

The amber acceptance-criteria badge on a failing file upload is now a clickable button that opens the system validation notes for that file directly — no need to navigate through the Files tab first.
Auditor-internal notes written against specific workpaper values no longer appear in the shared client-facing columns of the Request table.
When a cell contains multiple files, the warning badge now correctly identifies the specific file that failed acceptance criteria rather than defaulting to the first file in the cell.

Board

The selection checkbox in board list view now appears when you hover anywhere on a row, not just directly over the small checkbox icon.
Tooltips in board list view no longer clip behind the sticky row header.

Engagement Settings

The Private engagement toggle is now clearly shown as disabled — with an explanatory tooltip — for auditors who don't have permission to change an engagement's privacy setting. Previously the toggle appeared enabled, allowed a click, and then silently reverted, with no explanation.

Bug Fixes

Opening an engagement link you don't have access to now shows an access-denied message immediately instead of displaying a loading screen that never resolves.
Inviting a team member or client no longer stays stuck on "Sending…" indefinitely. If there's a delay, the form surfaces an error message so you can try again.
The task chat panel and task overview no longer go blank during certain navigation or AI-streaming transitions.
The @-mention suggestion popup in text editors no longer causes a crash when you close a dialog while the suggestion list is still open.
When asking Co-Audit to create a custom file in the chat, it can now load any task file using the same references it uses for reading and searching — files that were visible but couldn't be processed before will now work correctly.