Dynamic documents are created and managed from the application.

They have the particularity to be editable and integrated with all the tools available in the solution.

TABLE OF CONTENTS

• Work on a dynamic document
  • Manual writing
  • AI content generation
    • Generate content
    • Check the references
  • Formating
• Export your work
• Request a review on your dynamic document

Work on a dynamic document

To create a dynamic document, go to the Editor tab of your project and click on 'New editable document'.

You will need to specify a title and a description (optional but highly recommended).

Once you validate, your dynamic document will be created and you will arrive on a blank page.

Manual writing

You can start writing as you would in a classic text editor.

A toolbar is available on top allowing to:

• format your text
• add links
• upload an image
• count your words

You can also use '/' to open the list of available formatting options.

AI content generation

Generate content

To assist you with your writing, a sourced-content generator is available on the right of the screen.

You need to specify:

• which collection(s) or file(s) can be used as references (only collections in the project for which you have WRITE permissions will be listed)
• your guideline

Make your guideline as precise as possible to ensure the results will meet your expectations in terms of both content and form (language, style, length...). 

Currently, the generation tool can handle the following formats:

• text
• tables

You can leave the page and come back while the content is being generated.

You will find the result in the history.

If the result fit your request, click on 'Insert' to have your content added to your document.

You can then edit the content as needed.

Check the references

The content generated is always sourced.

You can verify the references in the text and in the References layer, just below the Generate layer.

When clicking on the in-text references ([i] in white and blue), the details of the selected reference will be displayed as well as the arguments. You can click on the arguments (letters in yellow) to open a preview of the source file and see the precise sentences used to justify the content.

Formating

In the "References" layer, you can also manage the citation style of your references.

To do so, you need to click on "Bibliography".

The default style applied is APA.

If you want to update it, you can click on the menu button and select "Manage citation styles".

From there, you will be able to choose between five different styles: APA, AMA, Vancouver, Chicago and CSE.

Select a style and validate to update your in-text citations and bibliography.

If your citations are incomplete: missing date, author or even empty, this means that the necessary data have not been extracted from the source document. 

To fix this situation, you need to:

1. open the source document: you can click on the reference number on the right for example or click on "open full document" while on the preview
2. relaunch the computation of the General Knowledge: you need to click on the circle-arrow

Export your work

You can export your editable doc in PDF format:

• with or without displaying the references: if you choose to display them, your PDF will have in-text references and a bibliography at the end 
• file only or with source documents: if you select with source documents, you will download a ZIP file containing your PDF and the source documents you have access to

Request a review on your dynamic document

Your dynamic document can be sent to review.

You will still be able to work on it while the reviewers will have access to a fixed version.

To know more, please refer to the article Get your work reviewed.