Edit a file and check its claims

Open a file from its project or from Artifacts. Edit it for the buyer: answer their questions, explain the fit, and keep your own judgment next to the linked claims.

Check a linked claim

Where text is linked to a claim, open the claim from the editor to see:

  • Version: the wording the file uses, and any later change to the claim.
  • Source: the attached excerpt, and whether it supports the wording for this buyer.
  • Your wording: figures, commitments and text you wrote yourself. The link doesn't cover these.

A link covers only the linked text. Your own sentences have no source until you add one, so review them before you share.

Edit directly or with the Assistant

Each file type has its own editor.

  • Edit directly: change text, layout, tables and images, then check the saved revision.
  • Keep deal-specific wording: buyer requirements and your own sentences stay as you wrote them.
  • Ask the Assistant: describe the change, read its proposal, then check the saved result. A request that is still running or has failed hasn't changed the file.

AccountMade doesn't check text you wrote, and doesn't block export. Check facts in your own wording and attach a source where one exists.

When a claim changes

When a claim a file uses changes, the project shows the affected file with before and after wording. Choose Update, Keep exception or Defer. See Review a changed claim. Accepting a change doesn't update a pinned link or move a current link: publish that separately.