Using the Add-In

Getting Started

First, you need to open the add-in by following the illustrated steps.

1. Open MS Word and go to the "Insert" tab on the Ribbon.

2. Access the installed add-in from the "My Add-ins" section or directly from the Ribbon if pinned.

Logging In

To log in, use the dialog presented by the add-in. If you are operating within your own tenant, you will need to enter your tenant/organization ID. This ID can be found on the Blockbrain platform by clicking the user avatar and copying the tenant ID, or you can request it from your organization’s admin.

To proceed with logging in, click the login button. Upon clicking, you'll need to accept that a dialog will open where the authentication request will be conducted. Enter your Blockbrain credentials or use the provided SSO provider for seamless access.

Selecting Bots and Data Room

To select a bot and data room, begin by choosing your desired bot from the dropdown menu. If the suitable data room is not available, or you wish to create a new one, create a new one from the dropdown menu and follow the prompts to set it up.

About Context

Modes

• Selection only Only the highlighted text is sent to the AI as context. Best for focused, paragraph-level questions and to limit the amount of data shared.

• Full document The entire document is sent to the AI as context. Best for global summaries, document‑level Q&A and consistency checks. Very long documents may be truncated or summarized to fit model limits.

Switching the mode between selection-only and full document

How the AI uses context

• When you submit a question, the add‑in sends the chosen context (selection or full document) together with your question to the AI.

• The AI generates answers based only on that provided context. If the context is incomplete or truncated, responses may be partial.

• Selection only is applied when you choose it; switching to Full document replaces the context with the whole file.

Tips & limitations

• Be specific: targeted questions + selection → more precise results.

• For long documents, selecting relevant sections often yields clearer answers.

• AI answers rely on provided text only; verify facts and legal or technical guidance with experts.

• Follow your organization’s data and privacy policies when sharing sensitive content.

Asking Questions about the Document

The most basic use case is to simply ask questions about the document. Using either Selection only or Full document mode, you can gain insights by asking targeted questions that the AI answers based on the provided context. This can help in quickly understanding sections or the entire document.

Quick steps

1. Choose the mode: Selection only or Full document.

2. If using Selection only, highlight the text you want the AI to consider.

3. Type your question in the add‑in input and submit.

4. Review the answer and ask follow‑ups (e.g., “Which paragraph supports that?”).

Example prompts

• Selection only: "Summarize this paragraph in one sentence."

• Selection only: "List action items in the highlighted section."

• Full document: "Give a short summary of the document and list open issues."

• Full document: "Identify contradictions between the introduction and conclusion."

Asking questions about the full document

Replacing Text in the Document

You can replace text in the document while recording edits as proposals (tracked changes) so changes can be reviewed, accepted, or rejected.

How it works

1. Choose a context mode: Selection only or Full document.

2. Enable Word’s Track Changes / Propose Edits (recommended).

3. Submit a replacement request in the add‑in. The add‑in sends the chosen context + your instruction to the AI.

4. The AI returns replacement text; the add‑in inserts it:

   • If Track Changes / Propose Edits is enabled: edits appear as tracked suggestions (proposals).

   • If it is disabled: edits are applied directly.

Enable Track Changes View (common Word clients)

• Word (desktop for Windows / Mac)

  1. Review tab - click Track Changes to turn it on.

  2. Use Display for Review to control visibility (Simple Markup / All Markup).

  3. Review changes with Accept / Reject or the Reviewing Pane.

• Word for the web

  1. Open the Review tab - toggle Track Changes (or switch the editor mode to Suggesting/Propose Edits if available).

  2. Review and accept/reject changes via the Review pane.

Replace workflow (recommended steps)

1. Select Selection only and highlight the text, or choose Full document.

2. Turn on Track Changes / Propose Edits.

3. Enter a clear replace prompt (see examples) and submit.

4. Review the tracked proposals in the document; accept or reject each change.

Replacing content with a selection inside the document

Replaced result within the document

Example prompts

• With Selection-only Mode: "Replace the selected paragraph with a one‑sentence summary"

• With Full Document Mode: "Refine this section to maintain its original meaning while aligning it with the document’s formal tone."

Tips & limitations

• Always enable proposal view for safe, auditable edits.

• Protected or read‑only documents may block replacements; ensure you have edit permissions.

• Tracked changes preserve an audit trail; the displayed author may vary by Word/add‑in configuration.

• Verify AI replacements for accuracy, tone, and compliance before accepting.