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Working with the Sources Tab

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Written by Kay Chen

The Sources tab includes the sources that have been added to the Project Sources, as detailed in the following article: How to Add Sources | Certara.AI Help Center

Once you have added sources to the Project Sources Tab, you can utilize these sources to create prompts in the Sources tab of the CoAuthor Add-In. To preview and insert content directly, insert a prompt as a summary or in the past tense, and how to delete a prompt, follow the outlined steps below.

Preview

To preview a source, follow these steps:

  1. Log into CoAuthor

  2. Click on the Projects Icon

  3. Click on your project name

  4. In the Documents tab, click on the document you'd like to add a prompt to

  5. Once the document opens in Word, click on the CoAuthor Add-in

  6. In the CoAuthor Add-in panel, click on the Sources tab

  7. In the Sources tab, you can search for the source you would like to use.
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  8. You can select the whole document or sections of a document.
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  9. Click the preview icon to preview the source

  10. Click on the icon in the right-hand corner to expand the Preview box

  11. Click on the icon in the right-hand corner again to collapse the Preview box

Insert Content

To include content exactly as it is in the document, follow these steps:

  1. Log into CoAuthor

  2. Click on the Projects Icon

  3. Click on your project name

  4. In the Documents tab, click on the document you'd like to add a prompt to

  5. Once the document opens in Word, click on the CoAuthor Add-in

  6. In the CoAuthor Add-in panel, click on the Sources Tab

  7. Click the desired location in the document to position the cursor

  8. Under Sources, click the Insert Icon

The content will be inserted into the document where you placed the cursor. The document will also include the name of the author who contributed the source content.

Note: Tables inserted into CSR documents will be automatically formatted into the CSR Standard Table format.

Delete

To delete a source from a prompt, follow these steps:

  1. Log into CoAuthor

  2. Click on the Projects Icon

  3. Click on your project name

  4. In the Documents tab, click on the document you'd like to add a prompt to

  5. Once the document opens in Word, click on the CoAuthor Add-in

  6. In the CoAuthor Add-in panel, click on the Prompts button

  7. Click on the ellipsis to the prompt you would like to delete

  8. Click Delete

🛑 Pro Tip - Removing a prompt from the prompt tab will permanently erase the prompt and all associated data generated from it within the document.

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