From the course: Copilot in Word: Create and Refine Documents with AI

Drafting a new document using existing files as references

From the course: Copilot in Word: Create and Refine Documents with AI

Drafting a new document using existing files as references

- [Instructor] As we previously saw, you can use Copilot to generate documents completely from scratch. But if you want Copilot to generate content and match the tone and style of your writing or your organization style, you can have it referenced up to three existing files that it can use when creating your new document. For example, I have here the social media training manual for Globe Bank International. It's a 32-page document covering the guidelines for posting on various social media platforms. Now, this file is saved to my OneDrive, which is important because if you want Copilot to be able to access and reference a document, and it can be a Word document or a PowerPoint file, that file has to be saved in your organization's OneDrive or SharePoint. So,, with that in mind, I'll close this and open up a new blank document. And I'll click the Copilot button in the document to open up the draft with Copilot window again. So, let's say that I wanted to draft a document of guidelines for employees posting to LinkedIn, including an introductory section explaining the importance of following the guidelines and a conclusion at the end summarizing the document. Next, I'll click Reference a file, and you should see a list of the most recent documents in your OneDrive. If the one you want appears here, you can just select it. Alternately, notice here it says, "Type the name of a file for Copilot to work from." So, if the file you want to reference doesn't appear in this list, you can just start typing its name. Note that it does sometimes take several minutes or longer for your files to show up here. So, if you only recently saved a file to your OneDrive, say a few minutes ago, you might not see it right away, but you can enter its full name here after the forward slash even if doesn't show up right away. And Copilot should be able to find and reference it. But in my case, I do see the file that I want to reference. So, I'll select it. And again, you can add up to three files to reference. Now notice nowhere in my prompt did I mention that these guidelines should be for employees of Globe Bank specifically, but let's click Generate and see what we get. All right, and there it is. And even though I didn't mention Globe Bank in my prompt, notice the document does mention the company name. We see it here in the conclusion. If I scroll back up, I see the name here in the introductory section and scattered throughout the rest of the document. So, we know that Copilot did, in fact, reference the document I selected. Now, as with the document that we previously created completely from scratch, you always want to carefully review what Copilot has generated, even from referenced files, to check its accuracy, scope, and tone. Again, we can come down here and click the Regenerate button to have it give us another variation on the document, or if we like what it generated, we can click Keep it. So, be sure to take advantage of this ability to reference your existing files with Copilot to improve and enhance the content it generates for you.

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