Certara.AI

Kay Chen

Amy Chen

Alondra Sandoval

The Certara.AI CoAuthor Collection is a compilation of informative articles and guides designed to assist users in comprehending and effectively utilizing the platform's features.  Please note that articles with a leading asterisk * includes a video tutorial followed by the step by step instructions. 

Certara.AI CoAuthor

What is Certara.AI CoAuthor?

AI Transparency Statement

Understanding the Certara.AI CoAuthor Layout

CoAuthor Help

CoAuthor FAQs

CoAuthor FAQs: Module Compatibility and Usage

Supported File Types for Uploading to CoAuthor

CoAuthor - Settings

How to Refresh the Office Add-Ins

CoAuthor Training Deck

CoAuthor Deployment: Key Components and Security

Prompt Engineering 101

AI Terminology in CoAuthor

AI Terminology: A Comprehensive Guide

Understanding File Uploads and Context Limits in CoAuthor

Missing Word Add-In in CoAuthor

Getting Started with CoAuthor: Turning Regulatory Templates into Prompt-Enabled Workflows

How-To - Logging into Certara's CoAuthor Platform via SSO

User Menu

This collection is a compilation of informative articles and guides designed to introduce users to the application, initial setup, and basic usage.

Getting Started

How to Add the CoAuthor Plug-in in Word

CoAuthor Compatibility

CoAuthor Browser Requirements

Resetting Password in Air-gapped Environments (Admin-Initiated Process)

Veeva Integration

Admin Dashboard: Sponsors Tab

Admin Dashboard: Licenses Tab

CoAuthor includes audit logs to reflect user system activity.

Admin Dashboard: Audit Logs and System Activity

This collection is a compilation of informative articles and guides designed to assist administrators on how to effectively manage browser requirements, configure settings, add the CoAuthor plug-in, and ensure compatibility.

Administrator's Guide

About CoAuthor - Projects

*How to Create a Project

How to Open, Rename, and Delete a Project

How to Copy a Project

This is a collection of articles pertaining to the Projects Workspace

Projects Workspace

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

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

Sources Tab

Working with Documents in CoAuthor

Document Naming Guideline

How to Create a Document Using the Template Suite

How to Create a Blank Document

How to Add a Custom Document

How to Import Documents from Veeva

How to Open a Document in CoAuthor

*How to Add Documents to a Project

Generating and Accessing Your Narrative Document

How to Download, Share, and Upload Documents in CoAuthor

How to Bulk Delete Document Drafts

How to Export Documents to Veeva

Narrative batch generation progress

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

Documents Tab

About Attributes

*How to Edit Attributes

*How to Identify Attributes

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

Attributes Tab

How to Work with Prompts

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

Prompts Tab

How to Share All Project Documents

How to Add or Remove a Team Member

Why Add or Remove Team Members?

How to Edit Member Rights

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

Members Tab

Subject Lists

How to Create a Subject List

About Combined Subject Lists

How to Create a Combined Subject List

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

Subject Lists Tab

What is CoAuthor Chat?

CoAuthor Chat Layout

How to Add Attachments

Using the Prompt Pane

How to Summarize Custom Text

How to Summarize Attachments

How to Ask a Question

About the Conversation Pane

How to Name/Rename a Conversation

How to Start a New Conversation

How to Copy Answer Text

How to Try Again

How to Delete a Response within a Conversation

Get Formatted Answers from CoAuthor

How CoAuthor Handles .ZIP File Uploads

Developer Settings

How to Identify Each Prompt and Answer Pair

Color-Coded Conversation History

This collection includes various articles on CoAuthor Chat.

CoAuthor Chat

About CoAuthor - Templates

How to Preview

How to Download

CoAuthor Template Library Update: eCTD Templates v25.4.1

How To Load Custom Templates into the Template Library

This collection includes various articles on the Template Suite

Template Suite

About CoAuthor - Prompt Library

Working with the Certara Prompt Library

Working with the Sponsor Prompts

Prompting Best Practices and FAQ

How to Search Prompts

Daniel Schindler

This collection includes various articles on the Prompt Library.

Prompt Library

About User Roles

This collection includes various articles on User Roles.

User Roles

CoAuthor Word Add-in

Working with the Prompts Tab

Regenerating and Approving Prompt Content

Working with the Attributes Tab

Working with the Sources Tab

Working with AI Chat

*How to Insert a Table into a Document

Using Table Population in CoAuthor

Bulk Update Sources in CoAuthor

How to Bulk Remove All Sources from One or More Prompts in CoAuthor

How to Bulk Add Sources for Prompts in CoAuthor

Generating Bulleted Lists in CoAuthor: Example Prompts for End Users

Quickly Navigate to Content Controls in the CoAuthor Add-In

How to use the new “Refresh Attachments” button to automatically match missing prompt sources by filename

How to Refresh Attachments

What the “missing file” warnings, name‑mismatch detection errors means

Improved Source Validation for Prompt Generation and AI Chat

Working with the Prompts Tab: Bulk Actions

This collection includes various articles on the CoAuthor Add-In.

CoAuthor Add-In

About Data Sections

Data Sections - How to Create Sections

Data Sections - Filters

How to Create Data Section Filters

How to Create and Manage Calculated Fields

How to Create Calculations Between Narrative Data Points

Data Sections - Settings

Data Sections - Sort

Data Sections - Linking

Data Sections - Preview

Data Sections - Fields

Data Sections - Field Settings

About List Settings and Field Settings

How to Insert Lists into a Data Section Table

How to Create a Narrative Document

*How to Compile and Generate Your Narrative Document

This collection of articles provides comprehensive insights into the Data Sections Tab within the CoAuthor Word add-in. 

CoAuthor Add-In: Data Sections

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Create your workspace and invite the people you work with.

Set up your account

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

Ship something

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

Connect your stack

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.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.