Generate a document from a chat reply
ISMS Copilot can turn any AI response into a downloadable file. This is useful when you want to save a policy draft, export an analysis, or create a formatted record of a conversation.
Find the message action
The generate option appears on AI messages in the chat. Hover over any AI reply to reveal the message action row, then click Generate as document.
The button only appears on AI responses, not your own messages. It stays disabled until the current AI response finishes streaming.
Choose a format
After clicking Generate as document, select one of four formats:
Word document — DOCX file for editing in Microsoft Word or compatible tools
PDF — Fixed-layout document for sharing and archiving
Spreadsheet — XLSX file for tables, control mappings, or structured data
Markdown — MD file for version control, wikis, or plain-text workflows
The file is generated and attached to the conversation, where you can preview or download it.
What happens during generation
While the file is being created, you'll see Generating document... in the message area. Wait for this to complete before starting another action.
If you try to generate while the AI is still replying, the button shows a tooltip: Wait for response to finish.
If generation fails
Some messages cannot be converted into a meaningful document. You may see one of these messages:
Could not generate a meaningful document from this message. Try a different format. — The content didn't translate well to the chosen format. Pick another format or use a different reply.
Rate limit reached. Try again later. — You've hit the usage limit for document generation. Wait and retry, or check your plan quota.
Document generation failed. Try again or pick another format. — An unexpected error occurred. Retry the action or choose a different export format.
After generation
Generated documents appear in the Document Library, where you can filter, preview, rename, or delete them. For details on managing files after creation, see Use the Document Library to manage files.
For usage limits and plan quotas, see Document AI Timeouts and Message Limits.