Quick User Guide
Redouble AI provides an enterprise AI platform that allows users to:
- Quickly extract information from large volumes of documents and other file types- Generate summaries, reports, and other types of documents- Edit these AI-generated documents with full flexibility- Work with a system that remembers user edits and modifications and applies them when creating similar documents
This quick guide will help you get started with the application.

1. Projects

1.1 Creating a project
Preconditions: 
 
 You are logged into the Redouble AI system 
 You have permissions to create projects 
 
 Steps: 
 
 Click the "+" icon button (New Project) in the top toolbar
 
 In the "New Project" dialog window, fill in the required fields:
 
 Name — enter the project name 
 Description — describe the purpose of the project
 
 
 
 Select the project status:
 
 Open (default) — project is active 
 Closed — project is completed
 
 
 
 Click the "Create Project" button
 
 
 Result: 
The project is created and automatically opened for work. You will be redirected to the project's main page where you can add documents and create questions for analysis.

1.2 Navigating between projects
Preconditions: 
 
 You are logged into the Redouble AI system 
 At least one project exists in the system 
 
 Steps: 
 
 
 In the left sidebar, click on the current project name or the arrow icon 
 
 
 A dropdown menu will open and display: 
 
 "Search projects..." — a search field enabling quick project lookup 
 A list of all available projects 
 
 
 
 
 Select the needed project from the list or use search: 
 
 Enter the project name in the search field 
 Alternatively, scroll to select the project from the list
 
 
 
 
 
 Result: 
You have switched to the selected project. The project's main page will open with all its questions and documents. 
 Additional information: 
The project list is displayed in order of last use or creation. The current active project is marked in the list.

1.3 Printing/ downloading the project
Preconditions: 
 
 You are logged into the Redouble AI system 
 You have at least one project 
 
 Steps: 
 
 Open the project you would like to print 
 In the top toolbar, click on the printer icon "Print Document" 
 
 
 
 A new browser tab will open within which you can:
 
 Print a project 
 Save to PDF 
 
 
 Click the "Print" or "Save" button 
 
 
 Result: 
The section or document has been printed or saved as a PDF file to your computer.

1.4 Upload documents to the newly created project
Preconditions: 
 
 You are logged into the Redouble AI system 
 You have a newly created project with no documents currently attached 
 
 Steps: 
 
 
 Click the "Upload Documents" button
 
 
 
 In the dialog window, select "Attachments" in the "Workspace" list, click on the field to select files from your computer or drag files and documents directly into the field
 
 
 
 Wait for the upload to be completed and see documents added to the list
 
 
 
 Result: 
Documents have been successfully attached to the project. 
 Note: Documents may need 2-3 minutes to ingest.

1.5 Deleting a project
Preconditions: 
 
 You are logged into the Redouble AI system 
 You have a project 
 
 Steps: 
 
 
 Click on the "Settings" icon in the top toolbar
 
 
 
 In the dialog window, select "General" in the "Workspace" list and scroll to the bottom of the page
 
 
 
 Click the "Delete Project" button
 
 
 
 Confirm that you want to delete the project in the popup
 
 
 
 Result: 
The project has been deleted.

1.6 Copying a project
Purpose: Create a new project using an existing project as a template, copying the project structure and settings without duplicating input documents or answers. 
 Steps: 
 
 Click on the "Document Settings" icon in the top toolbar 
 
 
 
 In the dialog window, select "General" in the "Workspace" list and scroll down to the "Copy Project" section 
 
 
 
 Click the "Copy as Template" button 
 
 
 
 Confirm that you want to copy the project in the popup 
 
 
 Result: The copy of the project will appear at the bottom of the dropdown list of all projects. 
 What is being copied 
 When you copy a project as a template, the following elements are duplicated: 
 
 Ingestion Prompt 
 Query Prompt 
 Description Prompt 
 Additional Instructions 
 Force References Setting 
 Prompt Templates 
 
 What is NOT being copied: 
 
 Documents: Attachments are not copied 
 Answers: Existing answers to any questions are not duplicated 
 
 If you want to generate an answer in the copied project, you have to: 
 
 Scroll to the desired question 
 Click on the "Run Evaluation" button

1.7 Sharing a project
Purpose: Share a project with other user. Control the level of access. 
 Steps: 
 
 Click on the "Document Settings" icon in the top toolbar
 
 In the dialog window, select "Project sharing" in the "Workspace" list
 
 Click on the "Select user or group" dropdown 
 Type name of user to share project with 
 Select user from the list
 
 Select Sharing Mode
 
 Click "Share Project"
 
 See the user added to the "People with access" list.
 
 
 If you want to remove the access to the project, you have to: 
 
 Find the user you want to remove access from in the "People with access" list 
 Press "Revoke" button
 
 
 For more detailed information about components on the page, please view 3.3 Project Sharing

2. Questions

2.1 Creating a question
Prerequisites: 
 
 You are logged into the Redouble AI system 
 You have a project open 
 Documents for analysis are attached to the project 
 
 Steps: 
 
 Below the title of your project, press the "+" button to add a question
 
 In the "Add New Question" dialog box, fill in the following fields:
 
 Question Title — enter the question name, which must be unique to the project. 
 Research Prompt — enter a detailed description of what needs to be found or analyzed in the input documents.
 
 
 
 Click the "Create Question" button or press Enter
 
 
 Result: 
The question is created and appears in the left sidebar. The system automatically starts analyzing the attached documents according to the specified prompt and generates an answer based on the content of the attached files.

2.2 Navigating and editing questions
Prerequisites: 
 
 You are logged into the Redouble AI system 
 At least two questions exist in the project in question 
 
 Viewing the answer to a question 
 Steps: 
 
 In the left sidebar, find the list of project questions 
 Click on the desired question name 
 The main area will display:
 
 Question heading 
 Answer generated based on document analysis 
 Status indicator ("Human edited", "AI generated") 
 
 
 
 Result: 
You are viewing the detailed answer to the selected question. 
 Creating a subquestion 
 Steps: 
 
 In the left sidebar, find the list of project questions 
 Drag one question on another 
 The sidebar area will now display one question as a subquestion to the other. 
 
 Result: 
You created a subquestion. 
 Editing AI-generated content 
 Steps: 
 
 Go to a specific question 
 Edit existing paragraphs by adding/ deleting text by hand. 
 You also can press "+" or type "/" to:
 
 Add subheadings 
 Add media content (video, picture, audio, file) 
 Add basic blocks (quote, toggle list, numbered list, bullet list, check list, paragraph, code block) 
 Add advanced elements (table) 
 Add other elements (emojis) 
 
 
 You can reposition paragraphs by dragging them with the drag handle ("⠿") 
 To delete a paragraph, click on the drag handle and select "Delete" 
 
 Result: 
You have successfully edited the answer to a question.

2.3 Question options
Prerequisites: 
 
 You are logged into the Redouble AI system 
 You have a project open with at least one question 
 Click the three-dot "Document options" button on the left side of the heading/ question you would like to work on 
 
 
 This menu contains all settings and actions for managing a specific question. The menu is divided into several sections: 
 Iterative analysis 
 
 Type: Checkbox 
 Purpose: Enables step-by-step document analysis for deeper research 
 Default: Disabled 
 
 Accept 
 
 Type: Checkbox 
 Purpose: Automatically accepts the generated answer without manual confirmation 
 Default: Disabled 
 
 Prompt display 
 
 Shows the current research prompt text displayed in a gray text block 
 Example: "find the sections in documents that mention healthcare and explain them one by one" 
 
 Edit Prompt button 
 
 Allows you to modify the prompt text 
 When the prompt is changed, the next regeneration will use the new text 
 Click to open the prompt editor 
 
 Steps to edit: 
 
 Click "Edit Prompt" 
 Make necessary changes to the text 
 Save the changes 
 The updated prompt will be used to generate future answers 
 
 Owner 
 
 Displays the name of the user who created the question 
 Example: Dr. John Smith 
 Purpose: Track question authorship for collaboration and accountability 
 
 Last updated 
 
 Shows the date and time of the last update 
 Format: MM/DD/YYYY (e.g., 10/14/2025 for October 14th, 2025) 
 Updated when: 
 
 An answer is regenerated 
 A prompt is edited 
 Any options are changed 
 The answer is manually edited 
 
 
 
 Generate summary 
 
 Type: Button/Link 
 Purpose: Creates a brief summary of the full answer 
 Use cases: 
 
 Quick review of key conclusions 
 Extracting main points from lengthy answers 
 Creating executive summaries for reports 
 
 
 
 How it works: 
 
 Click "Generate Summary" 
 The system analyzes the full answer 
 The system extracts key points and main conclusions 
 And presents a concise summary

2.4 Deleting a question
Prerequisites: 
 
 You are logged into the Redouble AI system 
 You have a project open with at least one question 
 You have the permission to delete questions 
 
 Steps: 
 
 View the question you would like to delete 
 Click the "Document options" button to the left of the question title
 
 In the context menu, click on "Delete Question"
 
 Confirm that you would like to proceed with deleting the question in the dialog box
 
 
 Result: 
The question is deleted from the project and is no longer displayed in the project dropdown list.

3. Settings

3.1 General
Preconditions: 
 
 You are logged into the Redouble AI system 
 You have at least one project 
 
 - Click on the "Document settings" icon and select "General" in the "Workspace" list 
 
 
 Name 
 Field Type: Text input 
 Purpose: Sets the project name for identification and organization 
 The project name helps you identify and organize multiple projects within your workspace. Choose a unique descriptive name that reflects the project's content or purpose. 
 Status 
 Field Type: Text input 
 Options: Open/Closed 
 Purpose: Indicates the state of the project 
 
 Open: The project is actively being worked on and available for document uploads and queries 
 Closed: The project has been completed or archived (read-only state) 
 
 Ingestion Prompt 
 Field Type: Multi-line text area 
 Purpose: Provides guidance to the AI when initially parsing and analyzing uploaded documents. 
 Query Prompt 
 Field Type: Multi-line text area 
 Purpose: Guides the AI when generating responses to specific questions or creating document summaries. 
 Description Prompt 
 Field Type: Multi-line text area 
 Purpose: Defines the high-level role and overall instructions for the entire project. 
 
 Additional instructions 
 Field Type: Multi-line text area 
 Purpose: Provides guidance for specific analysis requirements or edge cases. 
 Force references 
 Field Type: Checkbox 
 Default State: Checked 
 Purpose: Ensures that all AI-generated responses rely on input document previously uploaded into the project. 
 Copying a project 
 For more detailed information view 1.6 Copy Project 
 Deleting a project 
 For more detailed information view 1.5 Deleting the project

3.2 Attachments
The Attachments tab manages all documents available for AI analysis within a given project. You can also use this tab to upload new documents. 
 Preconditions: 
 
 You are logged into the Redouble AI system 
 You have at least one project 
 Click on the "Document settings" icon and select "Attachments" in the "Workspace" list 
 
 
 
 Upload interface 
 Feature: Drag-and-drop file upload area 
 Alternative: Click to browse your file system 
 Visual indicator: Displays the total attachment count 
 The system supports the upload of a broad range of file types/ extensions. For example: 
 
 Text files (.docx, .rtf., etc.) 
 Tabular data files (.xlsx, .csv, etc.) 
 Image files (.jpeg, .png, etc.) 
 Other file types (.pdf, .json, etc.) 
 
 File size recommendations: 
 
 Individual files: Under 50MB for optimal processing 
 Total project size: No hard limit, but larger projects may take longer to process 
 
 
 Document list 
 Each uploaded document is displayed with the following information: 
 File name: Original filename as uploaded 
 File type: Extension indicator (.docx, .pdf, etc.) 
 Upload date: Timestamp of when the file was added
 File size: Size in KB or MB 
 
 Available actions: 
 Download button 
 
 Icon: Download arrow 
 Function: Downloads a copy of the file to your local system 
 Use Case: Retrieve original files for offline review or backup 
 
 
 Delete button 
 
 Icon: Trash can 
 Function: Permanently removes the file from the project 
 Warning: This action cannot be undone and deleted documents will no longer be available in the project

3.3 Project sharing
Preconditions: 
 
 You are logged into the Redouble AI system 
 You have at least one project 
 Click on the "Document settings" icon and select "Project Sharing" in the "Workspace" list 
 
 
 
 Share With User (Required) 
 Field Type: Dropdown selector 
 Purpose: Choose a specific user or group to share project with 
 Sharing Mode (Required) 
 Field Type: Horizontal list with access level options 
 Purpose: Allows to chose the level of access to the project: 
 
 Read - View-only access (can see project and documents but cannot edit) 
 Edit - Can view and modify project content (currently selected in your screenshot) 
 Full - Complete access including project settings and management 
 
 Share Project Button 
 Purpose: Blue button to confirm and grant access to the selected user/group 
 Default state: Inactive 
 People with access Section 
 Purpose: Lists all users/groups who currently have access to the project. Shows their permission levels 
 Default state: "No one has access to this project yet" label 
 People with access List 
 Consists of list of users who have access to the project. Each item in the list consists of: 
 
 User name 
 Level of access label (Read, Edit, Full) 
 Name of user who granted access 
 Date when access was granted (MM/DD/YY) 
 "Revoke" button 
 Counter near the "People With Access" label, that indicates total number of users in the list

4.  Additional features

4.1 Question status indicator
Prerequisites: 
 
 You are logged into the Redouble AI system 
 At least one question exists in the project 
 
 Not Generated 
 Purpose: This indicator appears when a user creates a question. 
 
 This indicator also appears on questions from a copied project.
 
 After the system completes the generation of the answer the indicator is replaced by the "AI Generated" indicator. 
 AI Generated 
 Purpose: This indicator appears after the completion of the answer generation and is assigned automatically.
It can also appers after a user unchecks the "Accept" checkbox in Question Options. 
 
 Human Edited 
 Purpose: This indicator appears after a user manually edits the content of an AI generated response.
 
 Accepted 
 Purpose: This indicator appears after a user checks the "Accept" checkbox in Question Options. 
 
 When a user unchecks the "Accept" checkbox in Question Options, the Question Status Indicator returns to its previuos state ("Human Edited" or "AI Generated").

4.2 Search content
Prerequisites: 
 
 You are logged into the Redouble AI system 
 You have at least one project 
 
 Steps: 
 
 In the top toolbar, click the "Search" icon
 
 In the "Search" dialog box, type content you want to find 
 See the total number of matches that have been found 
 Navigate from one search result to another by using the "Next" and "Previous" buttons
 
 
 Result: 
A user finds the content they have been looking for.

4.3 Analysis
Purpose: The Analysis Section, shown on the right-hand side of the user interface, is a feature of the Redouble AI system that provides a short summary of the key points of the AI-generated response (Key Findings) and alerts the user to potential contradictions and discrepancies that the AI has spotted (Red Flags). 
 Appearence: Collapsible sections with color-coded headers and icons
 
 Subsections 
 Key Findings 
 Purpose: 
Presents the most important conclusions and facts extracted from the documents, providing an executive summary of the AI analysis. 
 Red Flags 
 Purpose: Highlights potential contradictions and discrepancies that the AI has found in the documents for the user to review and verify. This critical section ensures users are made aware of inconsistencies or conflicting information found across different sources.
 
 References 
 Purpose: 
Lists source documents used to generate the analysis, providing traceability and enabling verification of displayed information. Each document is shown with two names: 
 
 Display name (shown in the list): AI-generated descriptive name for easy identification 
 Original filename (shown on hover in blue): The actual name of the uploaded file 
 
 After clicking on the document Display name name, the document content will appear in a separate panel. For more detailed information please view page 5.1 View Attached Documents and 5.2 Edit Attached documents

4.4 Sources
Purpose: The Sources Section is a feature of the Redouble AI system that ensures transparency and traceability in AI-generated answers. It displays all documents that contributed to the response, allowing you to verify information and access the original sources/ inputs. It is displayed at the end of an answer or in a dedicated panel on the right-hand side of the interface. 
 Functionality 
 Viewing sources 
 Steps: 
 
 Generate or open an answer to a question 
 Scroll to the bottom or to the side panel where the Sources are displayed 
 Review the list of referenced documents 
 
 Result: You can see all documents that contributed to the answer. Each document is shown with two names: 
 
 Display name (shown in the list): AI-generated descriptive name for easy identification 
 Original filename (shown on hover in blue): The actual name of the uploaded file 
 
 
 Accessing source documents 
 Steps: 
 
 Locate the desired document in the Sources list 
 Click on the document name in the list 
 The document content will appear in a separate panel 
 
 Result: You can review the original document content. For more detailed information please view page 5.1 Edit/View Attached Documents

4.5 AI chat
Purpose : A conversational interface to interact with the AI assistant about your project 
 Access : You can access the chat from the project page by clicking "Ask AI" button 
 
 Key Components 
 Left Sidebar 
 Project Name - displays current project
 
 Clear Chat button - removes all messages and starts fresh conversation
 
 Status Indicator - can show two statuses: 
 
 "Connected" - indicates the active connection status 
 "Disconnected" - indicates that the backend is down 
 
 
 Document editor button - Navigate back to document editor 
 
 Main Chat Area 
 Conversation Display - shows messages between user and AI. When there is no messages, it should have text: "Welcome to Documentation Creation AI Chat
I can help you analyze documents, answer questions, and search through the project's knowledge base. Ask me anything about the project!" 
 
 Message Input Box - text input area at bottom. Mint green border highlighting active state. Can contain hints: 
 
 "Assistant is responding..." when AI is active 
 "Ask a question about the project..." when there is no questions in query 
 
 
 
 Send button (arrow icon) on the right 
 
 Functionality: 
 User Flow: 
 
 User types question in input box 
 User clicks send or presses Enter 
 Message appears in chat history 
 AI shows "thinking" status 
 AI generates and displays response 
 Conversation continues 
 
 Use Cases: 
 
 Ask general questions about the project 
 Get quick answers without creating formal Questions 
 Exploratory conversations about documents 
 Clarifications and follow-up questions

5. Attached documents

5.1 View attached documents
Access: You can access Document Details panel from the Analysis or Sources section. 
 The Document Details View provides comprehensive information about uploaded documents, including metadata, processing status, AI-generated summary, and detailed document analysis. 
 
 
 Panel Structure 
 Document Title Bar 
 
 Displays the document name at the top of the panel 
 Close Button (×): Located in the top-right corner to close the panel 
 
 Document Name Bar 
 
 Displays document name with file format in parentheses 
 Appearence: Gray horizontal bar below the title 
 
 Purpose: Primary identifier showing the document name and file type at a glance. 
 Section: Attachments 
 Purpose: Shows the source file(s) associated with this document entry. 
 File Entry Components: 
 
 File Icon: Document type indicator (PDF, Word, etc.) 
 File Name: Clickable blue link to download/view the file 
 File Size: Size of the attachment 
 Date: Upload or modification date (format: MM/DD/YY) 
 Link Icon: Action icon on the right for additional options 
 
 Available Actions: 
 
 Click file name: Download or view the attachment 
 Click link icon: To delete attachment 
 
 Section: Document Details 
 This section displays metadata about the document, organized in a two-column layout.
 Visual Style: Yellow/cream colored header bar with "Document Details" title 
 Fields Overview: 
 
 Short Name: Brief identifier for quick document recognition 
 Document Date: Date associated with the document content 
 File Type: File format extension (required) 
 Processing Status: Current processing state (Completed, Processing, Failed, Pending) 
 File Name Original filename as uploaded (required) 
 Full Text Size: Size of extracted text content in characters 
 
 Section: Summary 
 This section displays the AI-generated summary of the document content 
 Visual Style: Yellow/cream colored header bar with "Summary" title 
 Summary Field 
 
 Type: Multi-line text display 
 Purpose: Concise AI-generated overview of the document's content 
 Auto-generated: Yes, during document processing 
 
 Content Includes: 
 
 Document type identification 
 Key purpose and function 
 Main parties or entities involved 
 Primary subject matter 
 Important context or background 
 
 "more...": 
 
 Located at the end of the summary text 
 Click to expand and view the full summary 
 Useful for longer documents with detailed summaries 
 
 Section: More Details 
 This section contains system metadata about the document record, as well as AI-extracted detailed content from the document. 
 Visual Style: Blue collapsible header bar with "More Details" title 
 
 Id: Unique system identifier for this document record (required, auto-generated) 
 Created: Date when the document record was created in the system 
 Last Updated: Date of the most recent modification to the record 
 Created By: Username of the person who created the document record (required) 
 Comments Free-form text field for notes about the document 
 
 Field Details: 
 Id (Required) 
 
 Type: Numeric 
 Auto-generated: Yes 
 Immutable: Cannot be changed after creation 
 
 Created 
 
 Type: Date 
 Format: MM/DD/YYYY 
 Auto-generated: Yes 
 
 Last Updated 
 
 Type: Date 
 Format: MM/DD/YYYY 
 Updates when: 
 
 Metadata is edited 
 Attachments are added/removed 
 Document is reprocessed 
 
 
 
 Created By (Required) 
 
 Type: Text (username) 
 Auto-generated: Yes, based on logged-in user 
 
 Comments 
 
 Type: Multi-line text field 
 Purpose: Free-form notes about the document 
 Usage: 
 
 Document notes and observations 
 Processing issues or special handling 
 Review comments 
 Team communication