CasewareDocs
New in Caseware Cloud Engagements 2026-08See what's new

New in Caseware Verity—2026-08

July and August 2026 updates

This update covers Caseware Verity changes released from July 6 to August 10, 2026. It combines six weekly releases into one update. Weekly updates resume after this release.

More focused responses

Caseware Verity now provides more concise responses that stay closer to the source material in your engagement. This improvement also applies to Caseware Verity for Excel.

Filter disclosure checklist questions

After a disclosure checklist run completes, you can filter the checklist to show:

  • All questions

  • Unreviewed questions

  • Questions where the AI suggestion differs from the confirmed response

Selecting a filter in the Disclosure Checklist Agent

The checklist header shows how many questions match the selected filter.

Keyboard shortcuts in the Disclosure Checklist Agent

A new button provides quick access to keyboard shortcuts while you navigate the Disclosure Checklist Agent.

Keyboard shortcuts available in Caseware Verity

Resume previous chats from the compact panel

You can now browse and resume previous chats without opening Caseware Verity in full screen. Select the Open chats icon in the compact panel to access New Chat and your previous chats.

The compact panel with the Open chats icon’s tooltip visible above the engagement details panel.

View previous chats or start a new one by selecting New chat:

The compact panel’s chat list with the New Chat button and a previous chat titled “Summarize this engagement.”

Suggested prompts on the welcome screen

The Caseware Verity welcome screen displays suggested prompts below the greeting to help you get started, including “Summarize this engagement,” “Suggest potential next steps” and “Show me what you can do.”

The Caseware Verity welcome screen with the three suggested prompts highlighted below the greeting.

Resolved issues

  • Caseware Verity could not retrieve content from non-English custom knowledge bases.

  • Open full article links in Caseware help citations could open the documentation home page instead of the cited article.

  • Runs that processed large amounts of data could stop without returning an answer or error.

  • Long descriptions for referenced risks, controls or procedures could hide part of the content and the View Control link.

  • Reopening a long chat shows a progress message instead of the completed response.

  • Caseware Verity is available in engagements that have been locked down.