ISMS Copilot
Tools

Generate a document from a chat message

You can turn any AI response into a downloadable document on demand. Use this to save, share, or reuse chat output as a formal file without waiting for the app to suggest a format.

Generate a document from a message

  1. Open the chat containing the AI message you want to export.

  2. Hover over the message to reveal the action row.

  3. Click Generate as document.

  4. Select your format:

    • Word document (.docx) — for policies and procedures

    • PDF (.pdf) — for sharing and formal review

    • Spreadsheet (.xlsx) — for tables and control mappings

    • Markdown (.md) — for version control and GRC platforms

  5. Wait for the document to generate. A document card appears under the message when ready.

  6. Click Click to download on the card to save the file.

The Generate as document button appears on hover or keyboard focus. If you don't see it, move your cursor over the message content.

After generation

Once the document card appears, you can:

  • Preview — click the eye icon to open the document in a split-screen panel

  • Download — save the file directly to your device

  • Find later — all generated documents appear in the Document Library

For more on previewing and copying content, see Preview and export documents in split-screen panel. For Markdown-specific workflows, see Generate Policies in Markdown Format.

Troubleshooting

The button is disabled or not responding

Wait until the current AI response finishes generating. The button is disabled while the assistant is still typing.

Document generation failed

Try a different format. Some messages don't produce meaningful output in certain formats — for example, a text-heavy response may not convert well to a spreadsheet. If the problem persists, try again later in case of a temporary rate limit.

Was this helpful?