Getting Started
1. Navigate to Document Templates
Go to System Setup in the main menu.
Select Document Templates.
This is where all existing document templates are stored.
2. Clone the Document Template
CoPilot can only be used on non-system defaults.
Find the document template you want to customise.
Click Clone to make a copy.
Open the newly cloned template.
3. Access the Copilot Tab
Inside the cloned template, locate and click the Copilot tab.
This opens the AI editing workspace where Copilot can modify the document for you.
4. Tell Copilot What You Want
In the Copilot text box, type a description of what you want the document to do.
Examples:“Add a totals section at the bottom.”
“Insert a table showing item quantities and prices.”
After a few moments, Copilot will generate a revised version of the document based on your request.
5. Review and Accept (or Undo) Changes
Review the revision that Copilot provides.
If you’re happy with the changes, you can continue customising or save the document.
If you don’t like the revisions, you can go back and revert to the previous version.
