Chat & AI
Saving a chat response as a document
Turn a useful answer into a real document in your library, in a folder you choose or one Secretary picks.
Step 1
Press Save to documents
Any reply the AI wrote can be saved: a summary, a draft, a plan. Under the reply, press the floppy disk button. Its tooltip reads Save to documents, or Save image to documents on an image.
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Name it
The Save to Documents window opens with a File name box. Type a name, or press the sparkle at the end of the box to have one suggested from the content.
Save to Documents
Manual
Pick or create a folder
Secretary
Makes a plan and sorts your files
Step 3
Choose who files it
Manual lets you pick or create a folder yourself. Secretary reads the content, proposes a folder, and files it for you after you approve the plan.
Save to Documents
Manual
Pick or create a folder
Secretary
Makes a plan and sorts your files
Step 4
Manual: pick a folder
The Save to Documents window shows your folder tree with a search box and a new folder button. The chosen folder turns dark and the footer reads Saving to with its name. Press Save here. If you pick nothing, it goes to your personal folder, so nothing is lost and you can move it later.
Save to Documents
Saving to: Reports
Step 5
Secretary: approve the plan
Secretary shows an AI Placement Plan with the folder it proposes, marked New if it would create one. Open the row for its reasoning. Press Accept & Upload to file it, or Cancel to go back.
Review AI Plan
AI Placement Plan
1 file analyzed
Quarterly Plan Summary.sectext
My Documents / Planning
NewAI Reasoning
A quarterly plan with priorities and owners belongs with your other planning documents.
Step 6
Then it is just a document
Open it, search for it, share it, or pick it into another chat like anything you uploaded yourself. Text replies keep their formatting; a generated file is saved as that file.
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Images, charts and artifacts too
A generated image has Save to Docs on its corner rail, and a Visualization card or an artifact panel has its own Save to Documents. Export, next to Save under a reply, downloads a file instead of keeping it in Secretary.
DownloadCopySave to DocsEdit areaReplyTry it in Secretary, or create an account to get started.
Related guides
Starting a new chat
The start screen, starter prompts, temporary chats, and what New chat does once you are already in a conversation.
Attaching files to a chat message
Add a file from your computer so the AI can read it: press the paperclip, drag it in, or paste it.
Scoping a chat to specific documents or folders
Point the AI at exactly the files in your library it should answer from, and choose how deeply it reads them.