Working with Drafts in a case

Use Drafts to create, edit, and export Word documents inside a case.

Open Drafts

1. Open your case.

2. Click Drafts in the left sidebar.

The page has a Web tab for drafts you write in Andri and a Word tab for drafts created in the Andri add-in for Microsoft Word.

Create a draft

On the Drafts page, click Create Draft. You can start with a blank document or ask Andri to draft something for you.

To carry on from a document you already have, open a draft and click Open. Andri loads the Word file into the editor and saves it as a new version.

Edit the draft

The editor works like a word processor: font family, bold, italic and underline, headings, bullet and numbered lists, alignment, links, tables, images, block quotes, and undo or redo.

Select text to ask Andri for changes based on the selected content and your case context. The floating bar offers Edit with Andri, Summarise and Expand, and lets you highlight the selection in a colour.

Images you paste into a draft must be smaller than 5 MB.

Save your work

Click Save. Drafts are not saved automatically, and nothing you write is stored until you save it.

Each save creates a version. Open Versions to read an earlier version, set it as the current one, or return to the latest.

Download or export

Download gives you the draft as a plain Word file with no template applied.

Export opens the Export with Template dialog, where you select a Word document from your company knowledge base. Its formatting, headers and footers are applied to the exported file.

To generate files in the background, see Generating Office files with Tasks. To format documents with your firm's branding, see Adding your firm letterhead.