Ask about the workpaper

Open the case's workpaper. Beside the sheet, open Chat. The panel How it was built, and ask anything explains the build and gives you a place to ask about a figure.

Name the sheet, cell or source document in your question. For example, ask why a particular bank interest line uses one statement when two were uploaded. The reply stays in the case conversation.

For a review point, use its Reply box or Ignore, then choose Send answers to the assistant. The assistant takes those recorded answers into the update. A reply does not itself change the workbook.

Use History to check the delivered versions after an update. If you are changing a figure by hand, see Editing and versions.