Use working documents and memo inserts

Use working documents for memo drafts, diligence notes, committee questions, and review checklists. They let your team write inside the same workspace where assumptions, source references, Statement values, Graph context, and Agent work already live.

Create and edit

Create a working note from the Library with New note. Open the note in the deal workspace to edit it.

The document editor supports Markdown writing, title rename, and save status. Save status may show saved, unsaved, saving, rebased, conflict, or error.

Write for review

Good working documents are specific. Record the question the team is answering, separate confirmed facts from assumptions, keep source-backed values close to the claim they support, capture unresolved diligence items, and update the document after material assumption or source changes.

This is where Agent work becomes durable. Ask Reia to draft a section, tighten a diligence list, or turn an answer into memo prose, then keep the inserted values and sources connected to the live workspace.

Use memo inserts

When available, use memo inserts to add Statement values, Input values, or Source references into a document. This keeps important numbers reviewable inside the deal workspace.

Instead of pasting a static number, insert the Source reference, Statement, Input, or date context that supports it.

If save state changes

If a document shows a conflict or error, pause before editing more. Refresh the workspace, confirm your latest changes, and contact support if the status does not clear.