Interact with AI Assistant

To interact with the NetDocuments AI Assistant, you will find a blue AI icon next to the search bar as shown below.

Click on the AI button and the right pane will open with the AI Assistant as follows.

Add a document

To add the document you're looking to analyze or revise, click the "files" button.

Then click the check mark next to one or more files and drag them into the box that pops up.

Ask the AI

Use the listed predefined queries, such as "Summarize," or type in your own question or request in the box and click the "Send" button. Remember that you can ask follow-up queries after the AI response.

Name your conversation threads

NetDocuments saves each AI session as a separate thread that you can review or follow up on. To rename the thread you're working on, click the title at the top. By default this is "Untitled Thread." Type in the name you would like.

Search your history

Finally, if you want to revisit, review, or delete your older threads, click on the Expand button.

Edit or delete

The expanded view will allow you to switch to other existing threads. Use the "edit" and "delete" buttons next to a thread to continue them or to delete them. You can also click the "Delete all" button to clear out all of your old threads.