Redesigned Request Panel, Activity Tabs, Citation Highlights Switch and Sharper Client Logos
Punchcard's October 9 release gives auditors a cleaner Request panel with a fuller ⋯ menu, All / Comments / Activity tabs, an Excel switch for citation highlights, a simpler add-in sign-in and better website logos for clients.
Request panel
- Cleaner layout: The Request panel on the board has new spacing, headings and property pills. The Request ID sits above the title. Requested documents now reads Requested files, and the Workpaper has its own section.
- A fuller ⋯ menu: One menu now holds New sub-request, Sub-requests from a table…, Move to…, Add workpaper, Mark as read / unread, Copy, Make a copy… and Delete.
- Copy offers the ID, URL, title, description, or the title as a link, and each choice confirms what it copied.
- Make a copy… opens the create form prefilled from the Request, keeping its due date, audience and assignee. Nothing is saved until you submit it.
- Activity is easier to scan: Runs of events collapse behind a "Show N events" row. Resolved comment threads collapse to a single row that you can reopen from anywhere on it.
- Resolve or reopen from any comment: A reply's ⋯ menu now offers Resolve thread / Reopen thread, so you don't need to scroll back to the top.
- All / Comments / Activity tabs: The discussion area has these three tabs. "View thread" on a resolve entry now opens the thread even if the current tab would hide it, including on the full Request page.
- Faster loading: The panel shows a preview of the Request while it loads, so content doesn't jump into place.
Request list and board
- Inspector follows keyboard focus: Moving through list rows with the arrow keys updates the open panel to the focused Request.
- Faster hover on list rows, with refined pills, spacing and scrollbars.
- Search folds into a magnifier when the header is narrow. ⌘F or "/" opens it across the whole header.
- Two export options: Export status report… and Export files… are now separate. Files and workpapers are offered together only when the engagement has workpapers.
- Board view settings no longer overflow when many groups are hidden.
Excel add-in
- Citation highlights switch: Under Settings ▸ Workbook you can turn off the shading on Cited, Validated and Flagged cells. The setting is saved in the workbook, so it travels with the file. If a change fails partway, for example on a protected workbook, the switch shows the workbook's real state.
- One-click browser sign-in: The browser page shows the code from your Excel or Word window and the account you're signing in with. If the codes match, one click on Connect completes sign-in, and nothing needs typing. A sign-in from a different network from the pane's asks for your password and shows a warning.
Clients
- Better website logos: Client avatars can use the logo from the client's website. Punchcard picks the highest-resolution icon and supports SVG and newer image formats. It finds logos on more sites, including sites with older security certificates, and rechecks sites it couldn't read at first.
Sampling
- Type each stratum's cut point directly in its row. The amount is checked before it is applied, and currency symbols are optional.
- Cut points drag anywhere along the bar and can move past each other.
- Currency formats read correctly: Suffixes such as "лв." and "د.إ" now work when you type a cut point. A precise cut point also stays exact if you tab through its field without typing.
Emails and fixes
- Activity digest emails are redesigned. Repeated uploads are folded into one line, and changes that were reverted are left out.
- Copy URL on a Request now links to the Request's own board.
- Skip link now goes to the visible CoAudit chat.