Office Add-in Requests Folder, Smarter Evidence Lookups, and a Simpler Sub-request Table

Punchcard's Excel and Word add-ins now group requests in one Browse folder and read OCR'd documents more reliably, while the Sub-request table gets a cleaner General row.

Office Add-ins (Excel & Word)

  • Requests folder in Browse Punchcard: The file browser now shows a Requests folder pinned above your engagement folders and loose files. Open it to see your top-level Requests, with Requests included in breadcrumbs and search paths so you always know where you are.
  • More reliable evidence lookups from scanned documents: When CoAudit reads scanned (OCR'd) documents, it can now look up rows by their label, read headings and lines of text, and cite the exact printed text of a cell, including cells where the text wraps across lines.
  • Clearer handling of unclear matches: If a label matches no row, or matches several rows, CoAudit flags that specific item as an exception instead of guessing. The rest of the batch still completes.
  • Smoother keyboard and search behavior: Focus returns to the Requests folder where you left it, and reopening a search keeps your cursor in place.

Sub-requests

  • A cleaner General row in the Table view: General now looks and behaves like any other sub-request row. It shows the parent Request's number, has a cell under every column, and has its own Comments cell.
  • Folder cells you can work with directly: General's folder cells show file counts and file lists, and let you upload and drag and drop files, just like sub-request rows.
  • Parent discussion in one click: General's Comments cell opens the parent Request's own discussion, with its unresolved count and pinned threads, without mixing in sub-request comments.
  • Every document has one home: Parent documents that no folder cell lists, such as team-only files, still appear under General's Other files, so nothing is missing or shown twice.
  • Retired "No sub-request" row: The separate "No sub-request" row and its Edit folders switch are gone from the Table view. General now covers it. The Itemized view is unchanged.
  • Better keyboard focus: After moving files to General with the keyboard, focus lands on the cell the files went to.