Create a file

A file is a document, deck, spreadsheet or page. Write it yourself, start from a template or ask the Assistant. Claims you link keep their source and version.

Before you draft: check the claims

Open Company knowledge, then Claims. Select a claim to see its source and excerpt. If the source changed, select Replace evidence and check that the wording still matches. Editing the original web page or PDF doesn't update the claim.

Add or edit a claim

To add or edit a claim, open Claims, write the wording and attach the source and excerpt that support it. Before you approve it, check:

• Source: does the excerpt support the exact wording?
• Owner and status: who maintains the claim, and does it need attention?
• Version and use: which wording is current, and which files use it?

Edits you make inside a file stay in that file. They don't become claims unless someone adds them to Claims.

Start a project

To start a project, select Create work, or open Templates and choose Use template. Pick the account and opportunity if the deal is already in AccountMade. You can also start blank and add them later.

Draft the file

Choose document, deck, spreadsheet or page, or open the files a template created. Edit the text directly. Where text is linked to a claim, open the claim from the editor to see its source and version.

To ask the Assistant for a draft or change, describe what you need. It uses the project's context and your claims. Generating a file costs 25 credits and an edit costs 5; a failed or canceled request isn't charged. A failed request doesn't block the editor. Find saved files in the project or under Artifacts.

Next: Edit a file and check its claims, then Review a changed claim before you share.