Generating Documents
Use AI to generate and manage project documentation.
Generating Documents
One of the most powerful features of Projects is the ability to generate comprehensive documentation automatically using AI. The Document tab is where you build the final output for your project.
Document Sections
Your document is divided into Sections (e.g., "Executive Summary", "Site Analysis"). These sections are defined by the Project Template you selected.
In the left sidebar of the Document tab, you can see a list of all sections.
- Coloured dots indicate status:
- Grey: Empty
- Amber: Generating
- Green: Populated (contains content)
- Red: Error
Using AI Generation
You can generate content for individual sections or the entire document at once.
Generating the Whole Document
To fill all empty sections at once:
- Click the Generate button in the top right of the dashboard.
- The system will queue the request and start writing content for all AI-enabled sections that are currently empty.
- You will see a progress bar indicating the status.
Regenerating a Specific Section
If you want to rewrite a specific part of the document:
- Navigate to the section you want to change.
- Click the Generate (or Sparkles icon) button within that section's card.
- Confirm that you want to overwrite the existing content.
Manual Editing
While AI gives you a great head start, you often need to refine the content. Every section has a full Markdown editor.
- Click on a section to view it.
- Click inside the text area to start typing.
- You can use standard formatting (headings, lists, bold, etc.).
- Click Save (or use
Cmd+S/Ctrl+S) to commit your changes.
Note: If you manually edit a section and then click "Regenerate", your manual changes will be overwritten by the new AI output.