With NeosAI, firms can create templates for Case and Intake Merge Types that are specifically designed to insert AI-generated text into a document during the Document Generation process. By adding tags during template creation, the template will be ready for AI during the Fill in templates step. Using AI tags in your template is optional. Existing templates can also be configured during Document Generation. When configured sections are stored, Neos will detect your templates as "AI Ready".
NOTE: You must have the Neos Word Add-in to access AI tags.
To insert AI Tags:
In Word Online, select the Insert tab and click the Tag button within the Neos group.
Select the "Case" or "Intake" Merge Type.
Select the "AI" Category. A list of available tags will display.
Single-click a tag to view the exact tag string.
Insert a tag by double-clicking or by single-clicking and selecting the Insert Tag button. AI tag strings all start with "AI."
When your template is complete, save all changes and upload it to the Neos Template Directory just as before. Refer to Generate with NeosAI for the next steps in adding documents using NeosAI templates.