Review, Edit and Finalise Your Filenote AI Output

How to Review, Edit, and Finalize Your Filenote AI Output

Once your output has been generated—whether from a recorded Teams/Zoom meeting, an uploaded audio file, or a custom document from Magic Studio—follow these steps to finalize it:

1. Navigate to Your Tasks

• Go to the Tasks page within the platform.

• Select the specific Task you would like to review.

2. Review and Edit

• View Outputs: All generated versions for that recording or task will appear on the left-hand side of the screen.

• Direct Editing: You can make changes directly by typing over the text in the document editor as needed.

3. Regenerate (Optional)

• If you need a different format or style, select "Rerun against different template."

• Click Regenerate Note to process the new version.

4. Finalize and Save

• Draft Communication: Once you are satisfied with the edits, you can click Draft email to client.

• Save Output: Click Finalize. The document will be automatically saved to your connected OneDrive/SharePointlocation.