CoAudit Can Save Chat Files Directly into Engagement Folders
Punchcard's CoAudit can now save files from your chat, whether it created them or you attached them, into your engagement's Files or a Request's documents, in the folder you name.
Features
- Save chat files straight into an engagement. Ask CoAudit to save a file from your conversation, whether CoAudit created it or you attached it, and it files the document into the engagement for you.
- Choose the destination and folder. Save into the engagement's own Files (your audit team's workspace) or into the documents of a specific Request. Name a folder path such as "Workpapers/Testing" and CoAudit uses it.
- Folders created on request. If the folder doesn't exist yet, ask CoAudit to create it as part of the save.
- Create and file in one step. Ask CoAudit to build a file, such as an Excel workbook, and save it into a folder in the same request. This also works for automated agent tasks.
- Works across CoAudit. Available on the web and in the Office panes.
Improvements
- Approval before clients see anything. When a save is going into a Request, CoAudit shows an approval card naming the file first, since your client will see it. Saves into the engagement's own Files don't need approval.
- No stray folders. If a save can't go through, for example because the file isn't ready or has already been saved, no empty folders are left behind.
- Existing safeguards still apply. Folders that sync with OneDrive stay protected and can't be saved into, and CoAudit won't quietly file a document under a different folder name than the one you asked for.
- Role-based availability. The save option is offered only to team members who can manage engagements.