How to Regenerate File Note Content
The regenerate feature helps you enhance or modify specific sections of your file notes with AI assistance.
Select Text: Highlight any portion of your file note that you'd like to modify.
Access Regenerate: A bubble menu will appear above your selection. Click the "Regenerate..." button with the sparkles icon.
Add Instructions: Enter specific instructions for how you'd like the content modified. Click an instruction snippet for quick options.
Review & Apply: Preview the regenerated content. Choose how to apply the changes:
Replace: Swap the original selection with new content
Insert: Add the new content after the selection
Discard: Cancel and keep original content
Edit Instructions: Return to change your instructions and try again
Use clear, specific instructions for best results
Preview changes before applying them, or insert the new content and edit from there
Output not quite right? You can regenerate the same section multiple times via the "Edit Instructions" button
When regenerating content, Claras uses:
The original meeting transcript
Your complete file note
The selected text and surrounding context
Your file note template structure
Meeting details (date, location, etc.)
Client and adviser information
Any additional notes you provided during the meeting
This comprehensive view helps ensure the regenerated content:
Maintains accuracy and context
Aligns with your template format
References relevant meeting details
Preserves redacted information appropriately
To add a new section:
Type a brief placeholder where you want the new content
Select your placeholder text
Click "Regenerate" and provide instructions for what you want to cover
For example:
Type: "Insurance recommendations"
Select this text and click "Regenerate"
Add instructions: "Create a detailed section covering our insurance discussion, including the client's current policies, identified gaps in coverage, and recommended changes to their life and income protection insurance. Include specific figures discussed."
This helps Claras understand both where to place the new content and what information you need included. Claras will reference the meeting transcript and context to generate an appropriate new section.
Your regenerated content will maintain the same style and formatting as your existing file note while incorporating the new information you've requested.
You have several options:
Click "Edit Instructions" to modify your instructions and try again
Use "Discard" to keep your original content
"Insert" the new version and edit it manually
Try regenerating with more specific instructions
No, however for optimal performance we recommend selecting up to a few paragraphs. Claras will produce higher quality and quicker results when the task is focused on one area at a time.
If you need to change the entire file note at once, consider updating your file note template instead. You can:
Customise your existing template under "Templates"
Create a new template tailored to your needs
Contact support for help optimising your templates
No. Claras automatically:
Maintains all existing PII redactions
Preserves compliance-sensitive content
Keeps client identifiers secure
Using the Feature
Select Text: Highlight any portion of your file note that you'd like to modify.
Access Regenerate: A bubble menu will appear above your selection. Click the "Regenerate..." button with the sparkles icon.
Add Instructions: Enter specific instructions for how you'd like the content modified. Click an instruction snippet for quick options.
Review & Apply: Preview the regenerated content. Choose how to apply the changes:
Replace: Swap the original selection with new content
Insert: Add the new content after the selection
Discard: Cancel and keep original content
Edit Instructions: Return to change your instructions and try again
Tips
Use clear, specific instructions for best results
Preview changes before applying them, or insert the new content and edit from there
Output not quite right? You can regenerate the same section multiple times via the "Edit Instructions" button
FAQs
What information does Claras reference when regenerating a section?
When regenerating content, Claras uses:
The original meeting transcript
Your complete file note
The selected text and surrounding context
Your file note template structure
Meeting details (date, location, etc.)
Client and adviser information
Any additional notes you provided during the meeting
This comprehensive view helps ensure the regenerated content:
Maintains accuracy and context
Aligns with your template format
References relevant meeting details
Preserves redacted information appropriately
How can I add completely new content to my file note?
To add a new section:
Type a brief placeholder where you want the new content
Select your placeholder text
Click "Regenerate" and provide instructions for what you want to cover
For example:
Type: "Insurance recommendations"
Select this text and click "Regenerate"
Add instructions: "Create a detailed section covering our insurance discussion, including the client's current policies, identified gaps in coverage, and recommended changes to their life and income protection insurance. Include specific figures discussed."
This helps Claras understand both where to place the new content and what information you need included. Claras will reference the meeting transcript and context to generate an appropriate new section.
Your regenerated content will maintain the same style and formatting as your existing file note while incorporating the new information you've requested.
What if I'm not happy with the regenerated content?
You have several options:
Click "Edit Instructions" to modify your instructions and try again
Use "Discard" to keep your original content
"Insert" the new version and edit it manually
Try regenerating with more specific instructions
Is there a limit to how much I can regenerate?
No, however for optimal performance we recommend selecting up to a few paragraphs. Claras will produce higher quality and quicker results when the task is focused on one area at a time.
If you need to change the entire file note at once, consider updating your file note template instead. You can:
Customise your existing template under "Templates"
Create a new template tailored to your needs
Contact support for help optimising your templates
Will regenerating content affect sensitive information?
No. Claras automatically:
Maintains all existing PII redactions
Preserves compliance-sensitive content
Keeps client identifiers secure
Updated on: 16/12/2024
Thank you!