You can use quick edits to brainstorm ideas, get information on an unfamiliar topic, edit your existing content, draft new content, and more.
Generate content with quick edits
Note: Content generation is available only in Documents and will not appear when editing a presentation.
To create content:
- In a section or paragraph with no content, view the left margin of the document, and click on the Workiva AI icon.
- Ask Workiva AI to create new content based on your document, or select a suggestion to help you get started.
- Click the arrow button to submit your prompt.
- In the right-hand panel, Workiva AI will automatically show your response.
At the bottom of the response, you can copy, insert, or refine the generated content.
Note: If you select Insert, the response will be inserted based on your cursor’s location. Make sure to move your cursor to the desired location before selecting Insert.
With quick edits you can also refine your current text in your document such as, shortening, changing the tone, or elaborating.
Edit existing content with quick edits
Quick edits can be used to refine snippets of existing text in your documents or presentations.
To use quick edits:
- Select existing text in your document or slide.
- Click the floating sparkles icon in blue on the left side of your selection.
- Select one of the provided quick edits from the dropdown menu, or enter your own suggestion in the chat field.
- At the bottom of the response, you can copy, replace, or refine the generated content.
Where quick edits can be used
Quick edits appear in the following locations:
- Inline text
- Tables
- Headers/Footers
- Footnotes
- Floating objects