Click-to-edit task numbers, Excel add-in Context tab, and CoAudit citation improvements

Engagement Board

Click any task's index number in list view to type a new value directly (auditor only). A preview shows every task whose number will change — old and new — before anything is written. Press Escape to cancel without a dialog.
Renumber all is now accessible from the … menu in the engagement breadcrumb in addition to the Display menu.
When two people edit task numbers at the same time, the system detects the conflict and prompts the second person to retry — no silent overwrites.

The pane's Context tab now shows your workbook's document folders and files inline, with per-file status and processing state visible at a glance — no need to open a separate window.
Upload files directly from the Context tab; per-file progress and Retry appear inline.
Browse Punchcard is now a focused, attach-only window. Managing your workbook's documents and uploading files happens in the Context tab.
The engagement picker now starts at the firm level when browsing, with a cleaner navigation trail. The Save button stays disabled and explains why until you select a different engagement.

Draw mode is gated on the cite panel: the crosshair cursor is active only while the cite panel is open, so you can freely select and copy text from the document at any other time — no accidental draws.
Delete a viewed citation with the Delete or Backspace key — no need to click the citation box first.
Sum citations now show each number as its own operand with its own sign, so you can see and adjust every value in a total individually. Adding a sum to a cell that already has one appends the new operand instead of replacing the existing sum.
Percentages and rounded figures now compute correctly in sums — the underlying number is used rather than what's displayed on screen.
A compact persistent panel at the bottom of the reviewer card provides Reasoning and Citations tabs; the Citations tab label shows the count at a glance.
When uploading multiple files with the same filename in a single batch, each file now shows the correct outcome independently — no more mixed-up statuses between same-named files.
The upload destination list now leads with Create New at the top, so starting a new folder is always one click away.

Signing into the Excel add-in is more reliable across different Office and browser configurations; a browser-based sign-in option is available when the in-pane flow is unavailable.
The citation viewer, workbook loading, and sign-out flow in the Excel add-in received several stability improvements.