Using AI Generated Documents

Welcome to a comprehensive guide on our newest feature in Ledger: AI-Generated Documents. This powerful tool is designed to enhance your team's collaborative efforts, making document creation faster and more efficient. Available on the Pro plan, this feature integrates seamlessly into your streams, providing a robust environment for generating, managing, and refining documents.

Getting Started with AI-Generated Documents

To access the AI-Generated Documents, navigate to any stream within your Ledger workspace. You'll notice a new "Docs" option in the streamlined toolbar. This feature allows you to create documents from scratch or refine existing ones with the help of AI.

Creating a New Document

1. Navigate to Docs: Within your chosen stream, click on the "Docs" tab in the toolbar.

2. Generate Document: Click on the AI Assist feature. You'll be prompted to enter some basic details to guide the AI in creating your document.

  • Title: Provide a punchy and relevant title for your document.
  • Keywords: Add keywords that are important to the content and purpose of the document.
  • Brand Description: Optionally, describe your brand to help the AI generate more aligned content.
  • Tone: Choose the desired tone for your document (e.g., professional, casual).
  • Length: Select the document length (short, medium, or long, up to 3000 words).

3. Generate: Click "Generate" and let the AI work its magic. The AI will produce a draft based on your inputs.

Customizing Your Document

Once the AI has generated the initial draft, you can customize and refine the content:

  • Editing: Modify the text as needed. Highlight sections and use the AI to further refine specific parts of the document.
  • Adding Images: Easily add images by clicking on the image icon. Resize by right-clicking and dragging to fit your needs.
  • Assigning Tasks: Assign sections of the document to team members, set priorities, add comments, and attach relevant files.
  • Tracking Progress: Use the progress meter to track the completion status of your document.

Sharing Your Document

To share your AI-generated documents in Ledger, follow these steps:

  1. Open the Document
    • Navigate to the document you want to share.
  2. Locate the Share Icon
    • In the upper right corner of the document, you will find the share icon. Click on it to open sharing options.
  3. Exporting Options
    • You can export the document as a PDF, HTML, or in several other formats.
  4. Share a Public Link
    • For wider sharing, you can generate a public link that allows anyone to view the document, even if they are not using Ledger. If they create an account or already have one, they can also comment on the document.
  5. Creating the Share Link
    • Click on the share link option to generate a link.
    • The link will be copied to your clipboard.
  6. Visibility Control
    • Next to the share link option, there is an eye icon indicating the link’s visibility status.
    • If the eye icon is visible, the link is active and can be shared with others outside your company.
    • If you click to hide the link, it will deactivate the link, preventing anyone who previously had the link from viewing the document.

This feature is particularly useful for sharing contracts, blog post previews, or any documents outside your team without needing to add people to your workspace or send copies via email.

Viewing and Restoring Previous Revisions

Ledger also allows you to view and restore previous revisions of your documents. Here's how:

  1. Automatic Saving
    • Each time you open and work on a document, then click the close button, Ledger saves a copy of that document.
  2. Accessing Previous Revisions
    • Open the document and locate the detail panel in the upper right corner.
    • Click on the arrow icon to open the side panel.
    • Navigate to the "Activity" tab to see a list of revisions.
  3. Preview and Restore
    • Click on the revision link to preview a previous version of the document.
    • If needed, you can restore the document to that previous version.

This feature ensures that you can easily track changes and revert to earlier versions if necessary, providing flexibility and security in your document management.

Collaboration and Integration

The true power of AI-Generated Documents in Ledger lies in its collaborative features:

  • Real-Time Collaboration: Multiple team members can work on the document simultaneously, adding comments and making edits in real-time.
  • Activity Log: Keep track of all changes and updates with the activity log.
  • Global Document Access: For Pro plan users, documents are also accessible from the global document section in the sidebar, providing a centralized location for all your important documents.

Use Cases

Whether you’re drafting blog posts, press releases, or comprehensive reports, the AI-Generated Documents feature can handle it all. By streamlining the creation process and enhancing collaboration, Ledger helps you deliver high-quality documents efficiently.

Conclusion

With AI-Generated Documents, Ledger takes your team's productivity to new heights. Experience seamless document creation and collaboration, making your workflow smoother and more efficient. Upgrade to the Pro plan today and start leveraging this powerful feature!

Feel free to reach out if you have any questions or need further assistance. Happy writing! 🚀📝

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