Guides

One page per job: set up a template and its bindings, run an approval, read a version history, connect Claude or ChatGPT.

1. Set up a template and its bindings

   Turn a document into a template with named inputs, and produce filled documents from it.

2. Run an approval

   Require approval on a document, name the approvers, and read what a sign-off binds to.

3. Read a version history

   What the history records, how to compare versions, and how to continue from an earlier one.

4. Connect Claude or ChatGPT

   Work with your documents in Claude or ChatGPT, alongside the context it already has from your chats and files, in the folders you choose and never beyond your own access.