Editing and Review

Once the Peer team has created the new document, you can:

Access the Kanban or section-based view of the document
Perform Chat edits, Manual edits, or Trace to Data for verification

1. Chat

Leverage our AI-powered chat interface to:

Make quick edits or content transformations (e.g., “Convert this text to a table”)
Insert key messages or additional paragraphs
Get suggestions to refine language or structure

Use Case #1

Placeholder: “Video demonstrating how to convert a prose paragraph to an in-text table via the chat interface.”

Use Case #2

Placeholder: “Video demonstrating how to insert a key message from the clinical team using the chat interface.”

Use Case #3

Placeholder: “Video showing how to summarize or rephrase a large section of text with a single command.”

Use Case #4

Placeholder: “Video showing how to restore previous versions or compare changes in real time.”

2. Manual Edit

For direct, on-screen editing—like adjusting spelling, formatting, or quick text fixes—just click into the text area:

Make your edits
See optional redline/tracking or revert changes
Confirm when you’re done

3. Trace to Data

To ensure accuracy, you can:

Click “Trace to Data” next to any section
View the original data sources (protocol, SAP, TLF, etc.) used by the AI
Cross-check for correctness before finalizing