Introduction
Welcome to the instructional guide for copying and pasting documents in Awarded.AI. This guide will help you efficiently transfer content from Awarded.AI to Word documents or Excel files.
Accessing Copy and Paste Functionality
Opening Copy and Paste:
You can send any individual response directly to a draft board and export it as a PDF or Word document.
Alternatively, you can copy and paste content directly into a Word document or Excel file.
Copying and Pasting Tables
Highlighting and Copying:
Highlight the text of the table (e.g., compliance matrix).
Right-click and select "Copy" or use
Ctrl+C(orCmd+Con Mac).
Pasting into Word:
Go to your Word document, right-click, and choose "Merge Formatting" from the paste options.
Keep Text Only: Only the text will be pasted.
Keep Formatting: Retains the look and text font from Awarded.AI.
Merge Formatting: Adapts to the form factors of your Word document.
Adjusting Table Orientation:
Click in the left-hand column, go to "Layout," select "Autofit," and choose "Autofit Window" to fit the table within your document.
Copying and Pasting Narratives
Copying Narratives:
For text like an executive summary, you can either manually copy it or use the "Copy to Clipboard" option.
Pasting into Word:
Go to your Word document, create a new page for space.
Right-click and select "Paste."
The text will be transferred in markdown format.
Highlight the text, right-click, and choose "Paste," then "Merge Formatting" to retain the formatting.
Using the Drafting Board
Sending to Drafting Board:
Any section can be sent to the drafting board.
The drafting board retains your formatting.
Exporting from Drafting Board:
From the drafting board, you can export the document as either a PDF or a Word document (.docx).
Conclusion
This tutorial covers the basics of copying and pasting documents in Awarded.AI. For additional questions or more helpful guides, please check out the rest of Intercom.
Thank you for using Awarded.AI!