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How to Review Answers

You can start to review your answers as soon as they are generated but, if you have left and come back to the form, follow the below steps to begin reviewing:

1. Log into the platform and naviage to the Autofill tab

2. Click on the form you wish to begin reviewing and click on "To Assign"

3. At this point you will be able to see every question that has been asked, and will be able to click on "Review" on right-hand side to see the answer.

4. Within the opened drawer you will see the question at the top, the answer in the white text box, a dropdown box to assign the answer to someone in your organisation, and all sources that are referenced in the white area at the bottom.

5. If you need to make edits to the answer you can either make them manually (recommended for small changes like grammar), use the Scratchpad mini beta where you will be able to interact with the AI (recommended for larger changes such as making the answer shorter or longer), or regenerate the answer entirely (recommended if the answer is incorrect).

6. When you are happy with the answer you can click "Approve and next" to move to the next question for review.

 

Note: Using Scratchpad mini beta takes into account only the sources in the answer drawer and rewrites the answer based on your prompt. If you want to include other documents it is recommended to use the "Add supportive document to this question" button

 

For a more detailed breakdown, see the below video:

 

 

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