Subrequest Tables: Paste a List, Get Real Requests
Punchcard turns pasted tables into individual trackable subrequests with their own files, status, and comments, with a new Table/List view and CoAudit support.
Requests & Subrequests
- Paste a table, get real subrequests. Pasting rows under a request (or importing Excel/CSV) now creates one subrequest per row — each with its own status, assignee, due date, files, and comments — instead of a static selections grid. Choose Show as: Table (a compact row-per-item view inside the request) or List at any time, and switch later from the request's ⋯ menu without losing any data.
- Edit values directly in the table. Auditors can edit a subrequest's values inline, rename or remove a column across every row, and reorder or clear values. Clients can upload documents, comment, and submit each row for review, keeping updates organized line by line.
- Download the table anytime. The pasted table is available as a generated attachment on the request (Excel), and a Sampling receipt (Excel + PDF) remains available for tables created from a sampled list.
- CoAudit can work with your tables. Ask CoAudit to read a subrequest table, edit a value, add rows, or switch the view — changes appear immediately in the request.
- A General row inside the table keeps the request's own documents (not tied to a specific row) easy to find and upload to.
Fixes
- Engagement invite emails and the activity digest now link directly to the correct engagement or request instead of a dead page.
- The Punchcard logo in notification emails now displays at its correct size instead of appearing squashed.
Office Add-ins
- Updated ribbon labeling in the Excel and Word add-ins for consistency.