Office Add-ins: Engagement-Based Workpapers, FSR Calculator Ordering, and Reliability Improvements

Reorder calculation operands — drag the grip handle on any operand row to set the formula sequence that is right for your calculation. Arrow keys on a focused grip do the same. The order you set is saved with the finding.
Enter a value not printed in the document — in Calculate-First mode, type a literal number (such as × 100 for a common-size percentage) without needing to draw a box around anything in the source file. Typed values are treated as constants and excluded from rounding estimates.
Operand set stays fixed on AI-discovered recalculations — when editing a relationship the system detected automatically, the remove button now appears disabled with a tooltip explaining why, rather than being hidden. You can still adjust operators and sequence.

Attaching and changing engagements

Bind to an engagement directly — the setup flow when opening an unattached workpaper now asks for a client and engagement only, skipping the task step. The confirm button reads "Attach to engagement."
Change Attachment opens pre-filled — the overlay now shows your current client and engagement already selected. Update only the level that actually changed.
Switching to a different engagement clears previous documents — re-linking to a new engagement removes document groups from the old one so your Documents panel reflects the new scope immediately.

Document manager

Groups appear at the top level — the Documents panel now lists your document groups directly, without having to open a task folder first. The originating task appears as context on each row.
Import multiple groups in one step — check individual groups or an entire task header to select all its groups, then confirm in one action. Groups already in the workpaper appear as "Added" rather than offering a tick.
Remove a group from this workpaper — the group menu now includes a "Remove from this workbook" option that detaches the group without deleting it. Files remain available to other workpapers.
Empty groups say so — a document group with no files now shows an explanatory message and an Upload button instead of appearing as blank space.
Files cited from other sources remain visible — documents your workpaper has cited that live outside its imported groups appear as a read-only entry, so you can still open and reference them.
Client request groups fully manageable — document groups tied to client request tasks can now be renamed, deleted, and used as upload targets in the add-in.
Uploading into a new engagement works immediately — if the engagement has no tasks yet, the upload flow now offers to create the first one in the same step rather than discarding your file selection.

CoAudit chat

Unified conversation history across Excel and Word — the chat history panel shows all your conversations in the current engagement regardless of which add-in started them. Moving between an Excel workpaper and its Word narrative shows one combined history.

Sign-in

Unverified email shows a clear next step — if your account email has not been verified, the add-in now shows a specific, actionable message and a "Check again" button rather than a generic error.

Reliability

Selecting cells no longer jumps the scroll position in Excel — an issue where Excel scrolled back to the selected cell after you had scrolled away is fixed.
Ribbon buttons recover automatically from brief failures — temporary update failures now retry on the next action without requiring a reload.

Retry-safe sampling submissions — include a request.id field in your POST request to make it idempotent. Submitting the same identifier again updates the existing sampling task rather than creating a duplicate, equivalent to a manual resend. The response echoes back the identifier you sent. Omitting request.id preserves the original behavior where each POST creates a new task.

FSR tasks open on the review page from the breadcrumb menu — clicking a Financial Statement Review task in the top navigation breadcrumb menu previously landed on the task overview. It now opens the review page directly.
Opening a task with @mentions no longer shows "Save failed" — a formatting step that ran when loading a task was incorrectly treated as an unsaved edit. This no longer triggers a save attempt or an error notification.
Task overview errors no longer affect the rest of the workspace — if the overview panel encounters a problem, it now degrades locally rather than replacing the entire work area with an error screen.
Lasso and cite work for all same-firm auditors — auditors from the same firm who were not explicitly listed on a task could not lasso or cite evidence in the add-in. This is fixed.
Annotating a document no longer closes it — using lasso, cite, or Sum on a freshly opened document no longer dismissed the document while the operation was in progress.
Review sign-offs show the actual reviewer's name — on workpapers bound to an engagement without a linked task, sign-offs now identify the reviewer by name correctly rather than showing a generic placeholder.
All cited files appear in workpapers with many citations — workpapers citing a very large number of files now correctly display the full set.