Generate using Repository (Prerequisite - Repository)

To begin, Users can navigate to the "Generate with AI" card on the Home Screen to initiate the document generation process.

Selecting a document type

• Users can choose the document type that best fits their requirements (e.g., Contracts, RFQs, Agreements, etc.)

• If the user intends to customize a document type based on specific requirements - Create a Custom Document Type

Providing prompts

• Users must enter a detailed and well-structured prompt to guide AI in generating a relevant and precise document.
• The more specific and detailed the prompt, the more accurate and contextually relevant the generated document will be.

• Once a detailed prompt is provided, click "Send."

Then after, AI suggests relevant documents from the repository that match the context of the requested document.

• Users can select a reference document to ensure the generated document follows a similar structure and format as an existing one. Once selected, select "Generate" to proceed with the document creation.