Punchcard product updates

New Features

• Export chat to Word: Download the full conversation from any task chat as a .docx file — available in the three-dot menu in the task chat sidebar.
• Engagement disambiguation: When multiple engagements share the same short identifier (e.g. ACME-2025), navigating to that engagement now shows a disambiguation screen listing each match with its client name and audit period. Open the right engagement directly or jump to its settings from the same screen.

Improvements

• AI analysis performance: Workpaper AI runs now process document pages more efficiently, reducing wait times for large or complex files.
• FSR year detection: Tables with ambiguous year references are classified more accurately, reducing mismatches during financial statement review.

Bug Fixes

• Chat overflow: Long URLs and text in chat messages now wrap correctly instead of overflowing or being clipped.
• Requests with files counter: The "Requests with files" count in the request table now stays accurate after uploading files individually rather than in bulk.

• Faster search results — Document search results are now available sooner after file upload, with more precise page-level matches.
• More reliable automations — Multi-step automation workflows are less likely to fail silently, especially on engagements with many workpapers running concurrently.
• Improved name matching — Automations are better at identifying the same entity across different documents, reducing false mismatches.
• Fewer processing failures — Documents with unusual formatting or large text blocks are less likely to fail during upload processing.

New Features

• Word document export from Copilot: Ask Copilot to generate a Word (.docx) file — it will produce a formatted document from your conversation and deliver it as a download button directly in the chat. Supports headings, lists, and tables.

Improvements

• Redesigned board export: The export button now opens a modal with two distinct sections:
  • Status Report — export tasks to Excel filtered by one or more statuses. Client users see requests labeled accordingly and cannot include backlog items.
  • Files + Workpapers (auditors only) — choose your format: a .zip archive compatible with the Citations Excel Add-in, a single .xlsx with embedded files, or a workpapers-only .xlsx. Workpaper sheets now include threaded Excel comments drawn from task activity at the cell, row, and file level.
• Cleaner export experience in chat: After Copilot generates an Excel or Word file, a download button appears in the chat — no stray or broken download links.