My Engagements dashboard, Excluded files, and Manage Document Groups redesigned

My Engagements

The home page now opens to a My Engagements panel listing every active engagement you belong to, ordered by most recent activity. Each row shows:

• Attention indicators — overdue tasks, outstanding requests, and unanswered client questions, with the age of the oldest item so you know where to focus first.
• Completion progress — the percentage of the engagement's work marked done.
• Last-activity chiclet — who acted last (Team or Client) and a relative timestamp; a pulsing dot marks activity within the past hour.

Three filter chips narrow the list to engagements needing your attention, ready for review, or due this week. A text filter narrows further by client or engagement name without leaving the page.

Activity tray — clicking a row's chiclet expands an inline panel showing recent activity for that engagement. Attention items appear at the top so you can see exactly what is waiting; the rest of the activity stream follows, with "Show more" to load further history. Clicking a viewable document in the stream opens it directly in that task's file viewer.

Excluded files in the CoAudit Excel add-in

A permanent Excluded bucket has been added to the file list in the CoAudit Excel add-in. Right-click any file and choose "Exclude from this workbook," or drag it onto the Excluded section, to set it aside for this workbook's test only:

• CoAudit cannot see excluded files — the AI cannot list, read, or cite an excluded file while it is in this bucket.
• The exclusion is workbook-local: other workbooks, other team members, and the web app all see the file normally.
• Right-click an excluded file and choose "Restore to workbook" to undo the exclusion at any time.

Manage Document Groups — search, removal, and inline creation

The document group overlay is now called Manage Document Groups and handles the full lifecycle in one place:

• Groups already in the workbook arrive pre-checked — unticking a group queues it for removal; pending adds and removals are applied together when you save, with a confirmation step before any removal takes effect.
• Create groups inline — a ＋ New group button under each task creates a group immediately, ready to rename in place.
• Search — type to find groups by name (matches from the first character) or search document contents (3+ characters, semantic). Matching groups are highlighted in the tree; a results sidebar shows file-level snippets and snippets from within pages. Keyboard navigation (‹ ›) steps through all hits.
• Delete from the context menu — right-click a group to permanently remove it (if this is its only home) or detach it from this task only (if other tasks also hold it). A two-stage dialog shows exactly what will be affected before you confirm.

CoAudit approval cards dock above the chat input

Approval cards in the Excel add-in now appear directly above the chat input instead of covering the entire pane. Each card opens with a plain-language sentence from CoAudit describing what it is about to do — for example, "Fill in the recalculated March totals." When a write would overwrite existing data, a single Replace existing data button shows the number of affected cells; the decision is one click, not two.

If you switch to Documents or the viewer while an approval is pending, a slim notice remains visible with a "Show CoAudit" link to return and answer it.

File deletion shows who uploaded each file

When deleting files from the document manager, the confirmation dialog now lists files grouped by uploader — your own files first, then other team members alphabetically. Uploaders affiliated with a client organization are marked with an asterisk (*) so you can see whose files are in scope before confirming.

CoAudit add-in renamed

The Excel and Word add-ins now appear in Office as CoAudit by Punchcard, and the ribbon tab is labelled CoAudit (previously "Punchcard"). No other behavior has changed.

Pane width remembered

The CoAudit pane in Excel now remembers the width you last set and restores it the next time you open the pane, including after reopening the workbook.

Bug fixes

• Financial Statement Review — fixed a crash that could occur on the review page when navigating between tasks. The page is now stable under all workflows.
• Excel add-in pane layout — clicking a cell no longer rearranges a Documents view you had deliberately navigated to; the pane only adjusts automatically in cases that make sense given your last action.
• CoAudit writes — multi-line values written by CoAudit no longer automatically turn on text wrapping; wrapping is only applied when CoAudit explicitly chooses it for a column where it makes sense (such as narrative or comment columns).