How to use Ivo's features | Ivo Knowledge Base

Using the Review feature

Using the Assistant feature

Assistant - Sample Prompts

Cloning a Playbook

Reviewing PDF files

Using the Reports feature

Using Redline review mode

Importing Metadata into Repository

Creating Snippets

Accessing Assistant History

Locking AI Fields

Pinning Prompts and Skills

Customizing Assistant with Personal Instructions

Deviations in Ivo Intelligence

Drafting Guidance

Using Compare Versions in Redline Review

Accessing Settings

Prompt Enhancer

Downloading Composite Documents

AI Fields Usage Visibility

Creating a Playbook

Using Assistant to Generate Analytics Reports

Saving Prompts Directly from a Conversation

Pinning and Exporting Assistant Chat History

Sending Documents to Assistant from Repository

Locating Where AI Fields in a Contract

Preserving Manual Edits When Updating an AI Field

Thumbs Down Feedback in Assistant

Assistant Anywhere

Generating PowerPoint and Excel Files with Assistant

Assistant Skills

Mapping relationships between documents

Feedback Tracker

Adjusting Zoom in the Word Add-in

AI Fields: Single-Select and Multi-Select

Sharing Assistant Chats

Repository: Shareable Document Links

Assistant Skills Use Cases

Assistant Thinking Effort

Benchmarks: Interactive Charts