Insert Input values and sources in working documents

Inline inserts place reviewable deal values directly in memo prose.

Use them for important assumptions, statement values, and source references that should stay easy to inspect.They help a memo stay connected to the live underwriting workspace instead of becoming a disconnected copy of numbers.This matters most when a memo is built from Agent work, Dashboard review, or Graph tracing. The prose can stay elegant while the numbers remain close to their sources.## Add an inline insert1. Place your cursor where the value or source should appear.2. Type `{{`.3. Choose Statement value, Input value, or Source.4. Search for the statement, input group, value, or source.5. Select the item to insert it into the document.Use Statement value for calculated line items. Use Input value for current assumptions. Use Source when the memo needs the evidence trail rather than only the number.## Review inserted valuesInserted items may show labels, status, source context, and formatted values. Use those details to catch stale assumptions, unsupported values, or missing citations before a memo leaves the workspace.If an inserted item shows an error, it may no longer match the current workspace. Open the insert, choose the correct value or source again, and recheck the surrounding memo sentence.