Managing sources efficiently is essential when working with multiple prompts in CoAuthor. Whether you're preparing a document for review or aligning content across prompts, bulk adding sources can save time and ensure consistency. This guide walks you through the steps to bulk add sources to prompts using the CoAuthor Add-in, streamlining your workflow and enhancing document accuracy.
🛠️ Prerequisite
This guide assumes you’ve already created a document and added sources to your prompts. If not, refer to the article: Working with the Prompts Tab.
To bulk add sources for multiple prompts, follow these steps:
Log in to CoAuthor.
Navigate to your project.
Open the document that contains prompts with attached sources.
Once the document is open, click on the CoAuthor Add-in to activate the side panel on the right-hand side of the screen. This panel allows you to manage prompts, sources, and other document elements efficiently.
Click on the Prompts tab.
Click in the box at the top of all of the prompts
Click the Selected button at the top of the tab.
From the Selected Actions menu, choose Manage Sources.
In the Manage Sources modal:
Select Add.
In the Select Source modal:
Locate the desired source file and click the checkbox in the same row to select it.
Click Add to confirm your selection.
💬 Need Help?
If you encounter any issues or would like assistance, please email AI-Support@Certara.com or create a ticket in the Certara AI Service Desk.