Edit and Refine

Open a Document, Slides, Spreadsheet, or Page from Artifacts or its Project. Tailor it for the Account and Opportunity: answer the buyer's questions, explain the fit, and keep local judgments visible alongside linked company claims.

Inspect linked-claim context

Where content is linked to a claim, inspect:

• The claim version — the wording the artifact uses and any later company change.
• The evidence — the attached source and excerpt, including whether they support the wording in this context.
• The local content — bespoke wording, figures, and commitments that need review alongside the linked claim.

Linked provenance covers the linked content. It does not establish that every sentence is sourced, accurate, or approved for this buyer.

Edit the artifact

Use the artifact's own editor to make and inspect changes:

• Edit directly — refine the content using the controls for that artifact type, then check its saved revision.
• Keep bespoke work deliberate — retain the buyer's specific requirements and your own wording where they belong.
• Use the Assistant where helpful — request a focused change, review the proposal, and inspect the saved result. Execution depends on the configured model/provider; an in-progress or failed action is not a completed edit.

Manual and bespoke content remain editable. Review factual statements and attach available evidence; do not rely on an automatic unsupported-statement detector or universal export block to do that review for you.

When a linked fact changes

Use the Project's Review and Approve workflow to compare the company change with the artifact's wording. Update the linked content when appropriate, keep an intentional exception with a reason, or defer review. Inspect the saved artifact and local edits afterwards. Buyer publication remains a separate decision; internal acceptance does not update a Pinned link or advance a Current channel.