Chat & Edit Mode Guide

Master the Chat tab for document Q&A and inline editing.

Overview

The Chat tab is the primary interface for conversational interaction with your documents. It operates in two modes:

Mode	Purpose	Activation
Chat Mode	Document Q&A	Default
Edit Mode	Inline text editing	Toggle button

Document Q&A

Ask questions about your document in natural language and receive AI-powered answers with precise citations.

Types of Questions

Factual Questions

What is the termination notice period?
Who are the parties to this agreement?
What is the total contract value?
When does the agreement expire?

Analytical Questions

Are there any provisions that favor the other party?
What are our obligations under this agreement?
Identify any one-sided indemnification clauses
Compare the insurance requirements to industry standards

Summary Requests

Summarize the key terms of this agreement
Give me a bullet-point overview of Section 5
What are the main differences between sections 3 and 7?

Risk Assessment

What are the main risks in this agreement?
Identify any unusual or non-standard provisions
Are there any clauses that could expose us to liability?

Response Format

AI responses are formatted for readability:

Bold headers for section organization
Italics for emphasis
Bullet points for lists
Clickable citations that link to document sections

Understanding Citations

AI responses include citations that link directly to specific sections in your document.

How Citations Work

Citations appear as clickable links in the AI's response
Click any citation to jump directly to that section in your document
The relevant text will be highlighted so you can see exactly what the AI is referencing

Citation Best Practices

The AI cites thoughtfully—not every statement needs a citation
Citations point to the source of information, not necessarily the full context
When asking follow-up questions, the AI maintains awareness of previous citations

Edit Mode

Edit Mode transforms the Chat tab into a powerful inline editing tool.

Enabling Edit Mode

Look for the Edit Mode toggle at the bottom of the Chat panel
Click to enable—the toggle will show "Edit Mode" is active
The input placeholder changes to indicate you're in editing mode

Making an Edit

Step 1: Select Text

In your Word document, highlight the text you want to modify. This can be:

A single sentence
Multiple paragraphs
An entire clause or section

Step 2: Write Instructions

Describe the changes you want in natural language:

Good Instructions:

Make this clause more protective of our intellectual property
Add a 30-day cure period before termination
Change the jurisdiction from New York to California
Strengthen the confidentiality provisions
Remove the arbitration requirement

Specific Instructions:

Replace "reasonable efforts" with "best efforts" and add 
a specific timeline of 30 days for performance

Contextual Instructions:

Revise this indemnification clause to match the language 
in our standard vendor agreement template

Step 3: Submit

Press Enter or click the send button to submit your edit request.

Redline Preview

After submitting an edit, you'll see a redline preview showing proposed changes.

Reading the Redline

Visual	Meaning
Green underlined text	Added text
Red strikethrough text	Deleted text
Regular text	Unchanged

Redline Components

The redline view includes:

Visual Diff - Clear comparison showing what's changed
Change Summary - AI explanation of the modifications
Sources Used - Templates that influenced the revision (when applicable)

Accepting Changes

When you accept changes, you have options:

Option	Description
Track Changes	Enables Word's track changes feature
Add Comments	Inserts an explanatory comment
Accept	Applies changes to document

Rejecting Changes

Click Reject to:

Cancel the proposed changes
Keep original text intact
Return to Chat for new instructions

Iterating on Changes

If the changes aren't quite right:

Click Reject to cancel
Refine your instructions
Submit again for a new revision

Advanced Techniques

Combining Q&A with Editing

Use Chat mode to analyze, then Edit mode to fix:

[Chat Mode]
User: Are there any issues with the indemnification clause?
AI: The indemnification in Section 7 is one-sided...

[Switch to Edit Mode, select Section 7]
User: Revise to make this mutual indemnification with 
      standard carve-outs

Contextual Editing

Reference previous discussion:

[Chat Mode]
User: Compare our termination rights to theirs
AI: You have 30-day notice, they have immediate termination...

[Edit Mode]
User: Fix this imbalance, giving us the same rights

Bulk Editing Strategy

For multiple changes:

Run a Review first to identify issues
Work through issues one at a time
Use "Open in Edit Mode" from Review results

Maintaining Style Consistency

The AI attempts to match your document's style. Help it by:

Keeping consistent terminology in instructions
Referencing specific templates or agreements
Describing tone (formal, business-friendly, etc.)

Complex Revisions

For substantial changes, break into steps:

Step 1: Revise the structure to add three subsections
Step 2: Strengthen the remedies in subsection (a)
Step 3: Add audit rights in new subsection (b)
Step 4: Add a limitation on liability in subsection (c)

Troubleshooting

"Please select text to edit"

You must have text selected in Word before submitting in Edit Mode.

Changes Don't Apply Correctly

If changes aren't applied as expected:

Ensure Word document is focused
Check that selection hasn't changed
Try selecting a smaller portion of text

Slow Response Times

Large selections take longer to process. Consider:

Selecting smaller portions
Working with simpler changes first

Formatting Issues

The AI preserves formatting when possible. If formatting is lost:

Use Word's formatting tools to restore
Consider the "Undo" feature if needed

User Guide - Complete feature overview
Drafting Guide - Creating new clauses
Review Guide - Document analysis
Troubleshooting - Common issues

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