File Note regeneration
Enhance specific sections of your file notes with AI assistance using our new regeneration feature. Generate new text with custom instructions, preview the proposed changes, then choose whether to replace the selection entirely, insert alongside existing content, try again with different instructions, or discard the suggestions. The feature automatically preserves your template formatting and style while incorporating new information, ensuring consistency across your documentation.
Simply highlight any portion of text and access contextually-aware AI suggestions through the regeneration menu that appears. The regeneration tool references original meeting transcripts, complete file note context, template structure, meeting details and metadata, client and adviser information, and additional meeting notes. When regenerating content, you can maintain all PII redactions and sensitive content while improving clarity and completeness.
Learn more about how to regenerate parts of your File Note in our help guide.
Improvements
- Live meeting recordings now automatically upload immediately after completion
- Navigation menu is disabled and visually dimmed during live recording sessions for better focus