New Formatting Options: images, snips and lists

New in Audit Assistant 26.2, your annotations can hold more than plain text. Add an image or a screenshot snip right beside your work, and format your notes with bulleted and numbered lists. This article covers where each option works, every way to add an image, the image viewer, the editor toolbar, and how images appear to your client and in exports.

Related articles:

• What's new in Audit Assistant 26.2
• Your guide to multiple cross references

1. Where each option works

If you change a Comment, Follow Up or Review Note into another type, its images move with it only if the new type can hold images. Changing it into, for example, a Key Issue removes the images.

2. The editor toolbar

To save an annotation, click Save, or press ⌘ Enter on a Mac or Ctrl+Enter on Windows. Press Esc to cancel.

3. Add an image with the button

1. On a workpaper step, click Annotate, then choose Comments, Follow Up or Review Note.

2. Click into the box and type your note.
3. Click Insert image in the toolbar.
4. Choose your file and click Open. You can choose more than one.

The image goes on its own line, just below the line you were typing on, and the cursor moves to the line below it so you can keep typing.

5. Click Save.

You can use PNG, JPEG or WebP images. Other file types aren't added to the note. If you drop one onto the annotation, it's added to the step as a normal attachment instead.

4. Paste a snip

If an image is on your clipboard, you can paste it straight in. It's the quickest way to add part of a trial balance, a bank statement or anything else on your screen.

1. Take a snip of the part of the screen you need. On a Mac, press Shift+Cmd+Ctrl+4. On Windows, press Windows+Shift+S. Both copy the snip to your clipboard.
2. On a workpaper step, click Annotate and choose Comments, Follow Up or Review Note.
3. Click into the box, type your note, and add a list if it helps.
4. Press Cmd+V on a Mac or Ctrl+V on Windows.
5. Click Save.

Copying from Word or Excel pastes text, not a picture. Word and Excel put both text and a picture on the clipboard. Audit Assistant keeps the text, so copied cells or paragraphs paste as text you can edit. To paste a picture of them, take a snip instead.

5. Drag and drop an image

1. On a workpaper step, click Annotate and choose Comments, Follow Up or Review Note.

2. Drag the file from your computer over the box. A blue line shows where the image will land. If Audit Assistant can't work out a spot, you'll see Drop image here instead.
3. Let go. You can drop several images at once.
4. Click Save.

6. Resize, move or remove an image

While you're editing the annotation:

Each image sits on its own line, on the left. New images are fitted within 720 by 300 pixels to start with.

7. View, zoom and rotate a saved image

Once an annotation is saved, click its image to open it in the viewer.

The buttons at the top right:

You can also scroll or pinch to zoom in on the spot under your pointer, double-click to zoom to 200% (and again to go back), and drag to move around when you're zoomed in.

Rotating is only for viewing. The saved image doesn't change, and it opens the right way up next time.

8. Lists

1. Click into the box and type your note.
2. Click Bulleted list or Numbered list in the toolbar.

3. Type each point, pressing Enter after each one.
4. Press Enter twice to finish the list.

Quicker ways to start a list:

• Type **- ** or *** ** at the start of a line for a bulleted list, or **1. ** for a numbered list. If you didn't mean it, press ⌘ Z or Ctrl+Z straight away to undo it.
• Press Backspace at the start of a point to turn it back into a normal line.

Lists are one level deep. Lists pasted from Word are rebuilt as Audit Assistant lists, and any indented points join the main list.

Pasting from Word and Google Docs

Pasted text is tidied up so it fits your note. Line breaks from Word's wrapping and extra blank lines are removed. Bold, italic, underline, links and line breaks are kept; other formatting such as fonts and colours is dropped.

9. Your client, exports and emails

Good to know

• Your images aren't kept until you click Save. If you cancel, any images you added are discarded.
• After you save, images finish uploading in the background and appear in the note when they're done. If an image fails to upload, it's left out of the note, so check it's there and add it again if it isn't.
• Each image is stored encrypted, in the same secure storage as your attachments.
• Images, snips and lists are new in Audit Assistant 26.2.