Editing Your AI Document Generations

Using Templates vs. the Refinement Tool

This article explains the difference between using Template and the Refinement tool, two prompt-based functions used to create and modify content.

Using Templates as Your Document Blueprint

Templates are designed to be a reusable blueprint for your document's structure and format. They provide a fixed set of instructions for document generation, ensuring consistency across multiple documents or data sources.

How to Access and Use Templates

1. Log in to the platform.
2. Navigate to the Editor tab.
3. Switch from the Content tab to the Template tab.
4. You will now have access to a formatted series of instructions that you can modify or add to.

Key Benefits of Templates

• Foundational Blueprint: They create the entire map or blueprint for how you want your document to look (e.g., a specific table structure).
• Consistency: The same template can be reused repeatedly for different sets of sources or studies.
• Reuse: The content will be generated for the same document type and structure, regardless of the unique data sources you provide.

Using the Refinement Tool: Targeted Edits

The Refinement Tool is used for making targeted, prompt-based edits and changes to content after it has already been generated using a template or other methods.

How to Access and Use the Refinement Tool

1. Ensure your content has been generated and navigate back to the Content section.
2. On the right-hand panel, click the Refinement tool icon to make the panel pop up.
3. Click on the specific piece of generated content (e.g., a table) you wish to edit—this sets it as the "candidate" for refinement.
4. In the Refinement prompt box, enter your requested change in regular language (e.g., "Create a column named Study ID to the right of CTD").
5. Click Refine.
6. Accept or Reject the changes once the draft is ready and you have reviewed it.

Key Benefits of Refinement

• Targeted Changes: The tool makes specific, targeted changes to existing written or generated content in your document.  This makes the Refinement feature ideal for making program-specific changes after your initial AI-written generations.
• Draft Review: The AI creates a draft underneath the original content so you can vet the changes.
• Accept or Reject: You have the option to accept or reject the refined changes before finalizing the edit.
• Context-Based Iterations: Unlike templates that create new content with each generation, using the Refinement tool enables you to make iterated changes based on existing text or table structures.  

Summary of Differences

Loom: https://www.loom.com/share/bf06bac2cd5a4133ba18052623e5dc4e