Write a document

Use Everbility writer to write reports, letters, SOAP notes, etc. Use AI templates and the AI powered editor to work on your documents really fast.

Select a client

Select a client from the left navigation bar. Each report/document is associated with a particular client.

You won't be able to change the client once you have started writing a document.

Select a template

Next, select one of the template you previously created from the drop down menu on the top of the editor. You will see the chosen template in the editor.

Start writing

You are ready to start creating your document. Your document will save as soon as you start typing in the editor. This will create a copy of your template and you can edit it as you wish. Next we will see how to write your document with the help of AI.

The document and the title will automatically save as you type.

Change title

By default the title of the document will be the title of the template. You can change the title by clicking on the title and typing a new title.

Mark instructions

You can mark a section of the document as an instruction by clicking on the Mark as Instruction button in the editor bar (it looks like the Everbility icon). This will turn the selected section into an instruction, highlighted in green.

You may also turn a section of the document's content into an instruction based on the section's context by clicking on the Convert to Instruction button in pop-up (it looks like a Robot icon).

Use instructions

Remember the prompts we added when we created the templates? You can use them to generate paragraphs and tables for your document. Click on the chat bubble icon to get Everbility to automatically look through your notes, find the most relevant information and use it to generate your document section.

You can also add new prompts for paragraphs and tables that were previously not present for in your template.

Also, while Everbility is generating, you can click the Stop icon at any time to stop generating.

Use All

The left hand navigation bar has a Use All option. When use all is enabled and you click on the chat bubble icon, Everbility will automatically look through all notes and use parts that closely match your question.

You can also select Uncategorised if you want to write a document not associated with any client.

Turn it off and select notes manually if you want Everbility to focus on a few specific notes.

Tip: For very specific questions select just the relevant notes manually. That being said you will be surprised how well Everbility does with all notes selected.

Edit using AI

You can also select a section of text and click on the pencil icon to edit it with AI.

Just give Everbility the instructions and it will edit the text for you.

Edit using AI is great for editing portion of paragraphs and tables. If you want to change the entire paragraph or table we recommend using the Mark as Instruction feature. At the moment you can't select multiple paragraphs when editing using AI.

Verifiable AI

In order to give you peace of mind and confidence in the quality of your document, Everbility can provide you with the sources it used to generate the document. To view these csources, start by highlighting the section of the report you wish to verify and click on the Magnifying Glass icon.

This will open a pop-up where you can select which sources you wish to see. Make your selection, then click the Search button and wait for the selection to be displayed.

Once finished, the pop-up will display tabs corresponding to the sources you opted to view.

Click Close to close the pop-up when finished.