Documents

Saving Content

When an analyst provides useful information, you can save it as a document:

1. Hover over an AI response.
2. Click Save as Document.
3. Edit the title and content as needed.
4. Your document is saved to your personal library.

Editing Documents

• Click any document in your sidebar to open it.
• Edit the content using the rich text editor.
• Changes are saved automatically.

Sharing Documents

1. Open the document you want to share.
2. Click the Make Shared button.
3. Everyone in your organization will be able to edit the document.