The latest 25D update introduces enhanced Gen AI capabilities right within the Document Records.

With the new Generate button (previously known as AI Assist), users can now:
✨ Generate issuing comments for a document record – instantly draft context-based comments for various document types.
✨ Generate descriptions for document types – create concise, meaningful descriptions automatically.

What’s more – the AI output can now be customized by:
✨Tone: Choose between Formal (default) or Engaging
✨Length: Select Summarize (short), Expand (detailed), or Rewrite

The AI adapts based on:
𝗖𝗼𝘂𝗻𝘁𝗿𝘆: Uses Issuing Country → Document Type Country → Global (as fallback)
𝗗𝗼𝗰𝘂𝗺𝗲𝗻𝘁 𝗰𝗼𝗻𝘁𝗲𝘅𝘁: Recognizes renewal and retention sections to tailor comment length

🔁 Need a new version? Just click Generate again – the system refreshes your content instantly.

𝗪𝗵𝘆 𝘁𝗵𝗶𝘀 𝗺𝗮𝘁𝘁𝗲𝗿𝘀:
🔹Saves time in creating standardized document comments and descriptions
🔹Ensures consistency in tone and structure across records
🔹Reduces manual effort while maintaining compliance and clarity