Who is this article for?

Users who want to learn how to use AI within an answer set.

No elevated permissions are required.

This guide explains how to use AI to generate disclosure suggestions and auto-fill answers in the main checklist using your financial statements.

1. Using the AI feature for the main checklist

1. If your administrator has allocated tokens, you can upload financial statements for AI suggestions and auto-filled answers.
   1. This is only for the main checklist, after completing tailoring and reviews. When ready, follow the steps below.
2. Select the relevant answer set from the drop-down menu and click Details to upload your financial statements.
3. Upload a text-based PDF of the financial statements, not a scanned copy.

4. Financial statements aren't saved in Disclose after AI generates answers, but the file name remains visible to identify the source.

5. After uploading financial statements, return to your answer to generate AI responses. Each generation uses 1 AI token. Generated answers appear to the right of each question.

   

    

6. You will also see explanations for your answers
7. You can now choose to fill in all AI answers at once or question by question. This does not use extra tokens.

8. AI answers are clearly marked to distinguish them from manual ones 

9. AI answers marked No indicate issues and must be reviewed. If incorrect, select the correct answer (Yes, No, N/A) from the dropdown to confirm manual review. Also, review Yes answers as per your firm’s policy, focusing on high-risk areas or sample testing.
10. You can upload revised financial statements and regenerate AI answers. Use AI for both initial and final drafts, following your firm’s policies.