Edit a letter or document with the agent

This works only where the Documents area and the agent's document editing are both switched on; both are off by default. If Finances has no Documents tab, or the agent does not offer to edit a text, ask whoever runs your installation to switch it on.
Open Finances in the left menu, tab Documents. Click Open on a document, or Ask the assistant on its row, so the chat opens on the left and the document on the right. A new one is made from a template under New document.
Tell the agent what you want, for example "Check this text for mistakes." or "Translate the closing into Chinese." Both are offered as suggestions in the chat.
The agent does not rewrite the document by itself. It proposes changes paragraph by paragraph, each marked Paragraph 2, with the old and the new text.
Take the changes you like one by one, or click Accept all. Dismiss all throws every proposed change away. Nothing in the document changes before you accept.
If you typed in the document yourself, click Save first, otherwise the proposal no longer fits and the app asks you to save your own changes. If the document changed after the agent made its proposal, the app says so; ask the agent for a new one.
Your role needs the right to change documents; with read-only access (for example a tax advisor) you can look at a document but not accept changes.