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Annotate a Term Sheet

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Written by Mustafa Jamal

1. Go to Associate and upload the files you'd like to work with.

2. Type in or use a saved prompt to instruct Associate on how to revise the term sheet, then click on the blue arrow key to start the project.

3. Associate will begin Thinking, and create a plan for the changes to your document.


4. Associate will apply the changes directly to your document. You can open your documents and see the changes by either:


Selecting your document from the file list sidebar.


OR, click where Associate states "Changes made."


5. All changes will be marked in your document. Click the redlines in your document to bring up the Accept/Reject option.

6. To download the annotated term sheet, click Download


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