Follow the step-by-step instructions on how to integrate a prompt into a document. Follow the instructions on "How to Add Documents to a Project" to ensure you have a document ready. How to Add Documents to a Project | Certara.AI Help Center
How to Create a Prompt
To create a prompt, follow these steps:
Log into CoAuthor
Click on the Projects Icon
Click on your project name
In the Documents tab, click on the document you'd like to add a prompt to
Once the document opens up in Word, click on the CoAuthor Add-in
Position your cursor in the document at the location where you wish to insert the prompt.
Click on the "Create Prompt" button
Once you click the "Create Prompt" button, you will see the above inserted in the document where you placed your cursor.
Enter a Title in the box under TITLE
Select a TASK from the menu
a. Free text – enter the prompt or query you want CoAuthor to process for you.
b. Summarization – No prompt required; CoAuthor will summarize the attached source(s).
c. Past Tense – No prompt required; CoAuthor will rewrite the attached source(s) in past tense.
d. Shift Table – No prompt required; CoAuthor will analyze the attached source and provided measurements will appear.
Enter a Prompt or Ask a question
To learn more about how to interact with the prompt, check out the following article:
Click on the plus sign to add a source
In the Select Source menu, click on a source. Locate any file in your project, no matter how deeply it's nested
Check the box to select the source (document-level or section-level)
A notification will appear if the attached source cannot be found.
The source document may need to be refreshed. Once refreshed, the source document may be found and attached.
Click Close
Click Save
Once you click "Save," a popup will appear at the bottom of your screen indicating that the prompt has been successfully saved.
Sources will contain the document name and the section that was inserted.
ACTIONS
The CoAuthor Add-in offers the capability to leverage AI features for generating content as needed and deleting it when it's no longer necessary.
Generate Content
To generate content, follow these steps:
Log into CoAuthor
Click on the Projects Icon
Click on your project name
In the Documents tab, click on the document you'd like to add a prompt to
Once the document opens up in Word, click on the CoAuthor Add-in
Place your cursor on the document where you want to insert the prompt.
Click on the ellipsis of the prompt you would like to have Generate Content
Click Generate Content
Once you click on Generate Content, you will see the Certara Wheel to indicate that the content is being generated
You will see the generated content in the place where you clicked your cursor in step 6.
Delete
To delete a prompt, follow these steps:
Log into CoAuthor
Click on the Projects Icon
Click on your project name
In the Documents tab, click on the document you'd like to add a prompt to
Once the document opens up in Word, click on the CoAuthor Add-in
In the Add-in Prompts tab, search for the desired prompt, click on the ellipsis of the prompt you would like to delete, then click Delete
Click Delete in the Delete Prompt modal
COPY TO
The CoAuthor Add-in incorporates the option to copy prompts to Sponsor Prompts, Project Prompts, and the document you have open to allow the recycling of prompts to be more productive and efficient.
Sponsor Prompts
To copy a prompt to Sponsor Prompts, follow these steps:
Log into CoAuthor
Click on the Projects Icon
Click on your project name
In the Documents tab, click on the document you'd like to add a prompt to
Once the document opens up in Word, click on the CoAuthor Add-in
In the Add-in Prompts tab, click on the ellipsis of the prompt you would like to copy to Sponsor Prompts, then click Sponsor Prompts
Project Prompts
To copy a prompt to Project Prompts, follow these steps:
Log into CoAuthor
Click on the Projects Icon
Click on your project name
In the Documents tab, click on the document you'd like to add a prompt to
Once the document opens up in Word, click on the CoAuthor Add-in
In the Add-in Prompts tab, click on the ellipsis of the prompt you would like to copy to Project Prompts, then click Project Prompts
This Document (At Cursor)
To copy a prompt to Sponsor Prompts, follow these steps:
Log into CoAuthor
Click on the Projects Icon
Click on your project name
In the Documents tab, click on the document you'd like to add a prompt to
Once the document opens up in Word, click on the CoAuthor Add-in
In the Add-in Prompts tab, click on the ellipsis of the prompt you would like to copy to the Document, then click {Document Name}(At Cursor)
The *PROMPT_CONTENT* box will appear in the document to indicate where the prompt will be generated.
The copied prompt will open for you to make any desired changes, then click Save