The Assistant can turn its answers into documents you can download and send.
How to ask for a document
- "Create a Word document of this policy summary."
- "Export the comparison table to Excel."
- "Give me this claim submission as a PDF."
A document card appears in the chat. Click it to download.
Copying instead of downloading
For shorter answers, click the copy button under the response. It copies with formatting (headings, bullets, tables), so it pastes cleanly into Outlook or your broking system.
Always open and review generated documents before sending them. Check figures, limits, excesses and names.
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