Punchcard
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See new files and open comments at a glance

Punchcard adds request attention badges, folder-based file collection, and CoAudit request-folder management.

FeatureAIAutomationPerformance

  • Spot requests that need attention. New files and Open comments badges help auditors identify follow-up work.

  • Collect files from a Punchcard folder. Use a folder as the source for a workflow’s document group.

  • Manage request folders with CoAudit. Create and rename folders from chat.

  • Celebrate completed request work. Engagement success moments provide visual feedback as requests progress.

  • Find clients more smoothly. Client lists load faster, and search selects the intended client without interrupting typing.