Peer Platform Documentation

Welcome to the Peer Platform documentation site!

Our platform empowers teams to:

• Create and configure new medical/clinical documents (e.g., CSR, Narratives, Protocols, Plain Language Summaries, etc.)
• Build & Configure documents (done by the Peer team initially)
• Allow customers and medical writers to edit and review using advanced AI-assisted features (chat-based editing, manual edits, and data traceability)
• Finalize and export the completed documents in multiple formats

Quick Navigation

1. Getting Started
2. Creating a New Document
3. Editing and Review
4. Export and Finalization
5. FAQ

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Using This Documentation

1. Set Up
   Learn basic requirements and log in to the platform in Getting Started.

2. Create New Documents
   Understand the initial “Build & Config” phase (handled by Peer) and see how to add your data sources in Creating a New Document.

3. Edit and Review
   Explore the powerful AI-assisted editing tools, chat workflows, and more in Editing and Review.

4. Finalize
   Learn how to export your finished document (with auto-inserted hyperlinks and abbreviations) in Export and Finalization.

5. Get Answers
   Refer to the FAQ or contact our support team.

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