In Numero’s Guidance Research module, you can leverage the AI-powered chat interface to engage directly with a specific document. This feature streamlines document review by enabling you to extract precise information quickly and efficiently.
Steps to Start a Chat Session
Open the Document: Navigate to the document you want to interact with.
Initiate the Chat:
Option 1: Open the document by clicking its name. The document viewer will load in a split-screen interface.
Option 2: Select the document using the checkbox and click on the START CHAT button at the top of the table.
Type Your Question: In the chat field, type a question related to the document, such as:
“What are the recognition criteria for operating leases under ASC 842?”
Submit the Question: Press the send icon to submit your question.
View the AI Response: The AI will analyze the document and provide a detailed response. For example, it may list key points, financial terms, or clauses based on your query.
