Document-groups grid for subrequests, evidence warnings, wider request panel and firm-admin access

New

Document groups view for subrequests: see subrequests as rows and document groups as columns in a "Requested files table." Each cell shows how many files are in that group. Click a count to see and open the files, or click an empty cell or drop files on it to upload. Auditors can add, rename or remove a document group across all of a request's subrequests in one step. This view is available on firms with the workflow builder.
Drag files between cells: drag a file onto a cell to Move it, or Copy it as an auditor. Dropping a file onto General in the Itemized view asks Move or cancel first.
Subrequest view names: the views are now called List, Itemized and Table.
Warning before uploading to Resources: on a client-visible request, uploading to Resources now asks first, because Resources can't be used as evidence for testing, including in CoAudit. Choose Upload as resource, Upload as evidence, or cancel. You can turn the reminder off.
Wider request panel on the board: the request detail panel can be dragged out to 85% of the board's width, which helps with wide subrequest tables. The board now opens as an even split.

Workpaper downloads work with the Excel add-in: Workpaper Only, Files + Workpaper and engagement exports now carry the citations the Excel add-in needs. Open the workbook in the add-in and each cited cell shows its evidence. Evidence is no longer packed inside Excel files.
Procedures by Column in the workpaper memo: the exported memo lists each column's description, after Procedures.
CoAudit workbooks open in the add-in: Excel files CoAudit delivers carry their citations in the add-in's own format and attach to the engagement directly.
Excel add-in requests in board order: requests and tasks now list in the board's order, so "2 Cash" sits above "12 Payroll". In Browse Punchcard, subrequests nest under their parent request.
Pop out and Dock pane help: Settings in the add-in has step-by-step instructions for floating the pane or docking it back (desktop Office).
Cleaner client list: a client whose engagements are all private ones you aren't on no longer appears in your list. Clients with no engagements yet still show.
Firm admins see their whole firm: firm admins can open, edit and change privacy on every engagement in their own firm, including private ones.

Evidence opens in desktop Excel: some users in desktop Excel saw "Failed to fetch" on every document. Evidence now opens reliably.
Dragging files out of a cell's file list works again, and the edge-scroll strips no longer cover the column titles.

The in-app download for the older Excel add-in and the "Legacy DS Format" and embedded-files workpaper exports are gone.