How to: Use DazychainAI document Q&A

Ask questions about your document in plain English. Simply type your questions into the document's chat, and IntuityAI finds the answer for you.
 

Steps from folders:

1. Click on Folders
2. Navigate to the relevant project under the folder and click the expand icon beside it.
3. Click on the document name to highlight it
4. In the Information Panel, go to the Q&A tab
5. Type your question into the text box and click Send
6. Wait a few seconds while the question is answered
7. You can continue to ask additional questions

Steps from project:

1. Navigate to the relevant matter's document area
2. Go to the Attachments tab
3. Locate or upload the document you want to summarise
4. Click the AI icon next to the document
   
5. Type your question into the text boc and click Send
6. Wait a few seconds while the question is answered
7. You can continue to ask additional questions

Note

• The summary will be saved, visible to anyone else with access

Supported file types:

• PDF (.pdf)
• Word Documents (.doc, .docx)
• Text files (.txt)

Best practices:

• Use clean, readable documents with clear headings and structure
• For scanned PDFs, make sure they are OCR-enabled (text-readable)