Before you begin
AI output quality depends on clear instructions and permitted context.
Recommended workflow
State the document purpose, audience and verified facts. Use only client data your practice policy permits the configured provider to process.
Verify the result
Confirm the intended client, workspace and access scope. Menu labels can vary with the installed modules and their version.
Important
Avoid sending unnecessary identifiers, passwords or unrelated client material.
When you need help
Share the workspace address, module name, approximate time and a redacted screenshot. Do not share passwords, access tokens or client documents in a public support channel.
Need help with this workflow?
Include the article title and your installed module when contacting the team. Please redact confidential details.
Contact the team