Private Requests and Workbook Citation Redesign

Auditors can now restrict individual PBC requests to named clients, and CoAudit's workbook cross-references open document evidence on hover and click — just like document citations.

Private Requests

  • Auditors can mark any request private using the lock icon in the request's property row. Private requests are hidden from clients unless they are explicitly granted access.
  • A per-request access panel lets auditors toggle each engagement client on or off — granting or revoking their view of that request without affecting other tasks or other auditors.
  • Clients who have been granted access see a "Private" badge on the request. Clients without access don't see the request at all, including in document search results.
  • Document search now respects request privacy: searching within an engagement no longer returns files from private requests to clients who aren't on the access list.
  • Auditors are never restricted by request privacy — any engagement auditor always has full access regardless of the privacy setting.

CoAudit Add-in: Workbook Citations

  • Hovering a workbook cell reference in CoAudit's reasoning now peeks that cell's document evidence in the viewer — the same behavior as hovering a document citation. Clicking commits the view and lights the citation card "Viewing."
  • A new "Open →" chip on workbook citation cards navigates to the referenced cell in Excel directly.
  • Viewing and Peeking indicators now appear consistently on both document and workbook citation cards and their matching inline pills, staying in sync as you hover and click between them.
  • Whole-column and whole-row range references (e.g. E:E or 28:30) now correctly find and open evidence when any cell in the range is cited.

CoAudit Add-in: Smarter Viewer Navigation

  • When you're working in full-screen CoAudit chat and select a cited cell, the add-in now asks whether you'd like to open the document viewer — rather than switching automatically. The prompt dismisses on its own if you navigate to a different cell, clear the citation, or ignore it for a few seconds.
  • Pressing the Viewer tab or Viewer ribbon button while the prompt is showing accepts it and opens that cell's evidence directly.
  • Selecting an empty or uncited cell while in full-screen CoAudit no longer disturbs your chat context at all.

CoAudit Add-in: Region and Updates

  • A region selector now appears inline next to the "Sign in to Punchcard" button. Reviewers routed to the wrong cluster (US vs. EU) can switch before attempting a login, instead of completing a failed sign-in first.
  • If a new version of CoAudit is deployed while your pane is open, an "Update available" notification appears with a Refresh button. The pane never reloads automatically — you choose when to pick it up.

Bug Fixes

  • Stale add-in UI after updates: Users occasionally saw outdated CoAudit screens even after reopening Excel or Word. The add-in now always loads fresh when opened, and a mid-session update notification handles the in-between case.
  • Financial Statement Review crash: The FSR route occasionally hit a repeating error that displayed a "Try again" button that immediately re-crashed. The error is now identified correctly and a clear, non-repeating message is shown instead.
  • Fixed a flicker where moving the cursor from a citation card to its action button ("Open →" or "Set primary") briefly cleared the Peeking indicator.
  • Inline citation pills in the evidence and contra-evidence sections of CoAudit's reasoning now show the correct Viewing and Peeking state, matching the behavior of the main rationale section.
  • The document viewer no longer occasionally paints over the CoAudit chat column when switching between full-screen and side-by-side layouts.