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How-to guides

Refine the final document

Review proposed wording and layout changes, then save an accepted result as a separate checkpoint.

Request a document change

Source changes can alter both wording and layout. Start with a checkpoint whose PDF is ready.

  1. Open the checkpoint.
  2. Select Refine final document.
  3. Enter the intended change in Refinement goal.
  4. Check the provider and model under AI for this action.
  5. Select Suggest document changes.
  6. Open the candidate after generation and preview finish.

Review and save a candidate

Inspect every change before confirming review coverage.

  1. Open Preview & checks and compare the original and proposed PDFs.
  2. Open Wording & evidence and inspect the actual wording changes and citations.
  3. Check changes in meaning and factual support.
  4. Check the preview warnings.
  5. If the candidate passes validation and you want the changes, confirm the review-coverage checkbox.
  6. Select Accept & save checkpoint.
  7. Wait for publication to finish.
  8. Open the new checkpoint.

If you do not want the changes, select Reject candidate instead.

To download the accepted result, follow Export a résumé. Review the new checkpoint's evidence issues.

Return to structured editing

Returning to the earlier editor version leaves out layout and wording changes made only during final-document refinement. Review those differences first. The refined checkpoint remains saved.

  1. On the source checkpoint, select Return to structured editing.
  2. Inspect the comparison and excluded changes.
  3. Enter a name for the new draft.
  4. Confirm the stated regeneration consequences.
  5. Create the new draft.
  6. Inspect its regenerated PDF.

For how the versions relate, see Saved versions and local changes.

Reuse a layout idea

To turn a supported layout change into a reusable template proposal, select Promote a layout idea on the source checkpoint.

Review the proposal before saving the template. Follow Create and approve a template to validate and approve the saved revision.