Certara.AI

How to Add Sources

How to Import Sources from Veeva

How to Export Sources to Veeva

How to Create a Folder

Datasets

Dataset Readiness Checklist – Patient Narrative Generation

Requirements for Patient Narrative Datasets

How to Add Datasets

Reuse CoAuthor-Generated Word Documents as Source Content

Dataset Sources Now Supported in Attachments

A visual indicator of the changed field settings in narrative

Narrative Field Settings Summary & Visual Indicator

How to move files and folder within a project

How to Move Files & Folders

How to Delete a Source in CoAuthor

A step-by-step guide on how to delete a source that is stuck In-Progress

How to Delete a Source Stuck in Processing

Kay Chen

Amy Chen

Alondra Sandoval

This collection features a variety of articles to help you navigate the Sources Tab.

Sources Tab

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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