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AI-drafted documents

Once a drafted document is attached to an engagement, you can edit it, have Claude redraft it, and go back to any earlier version.

Who this is for: Editors, Admins and Owners reviewing documents drafted from a template.

Open the document from the engagement’s Documents card. Its toolbar has Copy, Generate PDF, Send for signature (when the eSignature extension is on), Quick print, History, Regenerate (for a document drafted from a template), Edit and Delete.

What you can do

  • Edit — change the Document name and the content, then click Save (or Cancel).
  • Regenerate — opens Regenerate with Claude: add Additional notes for Claude (optional) and click Regenerate. This replaces the whole document with a fresh draft from the same template and engagement; the current draft is kept in history first, so nothing is lost. There is no per-section redraft.
  • History — opens Document history: Versions lists each version with its date and time; View shows one, and Restore (or Restore this version) brings it back as a new version, so nothing is lost. The same window lists Generated PDFs and shows the Originating template the document was drafted from.

There is no side-by-side comparison of two versions: View each one to compare them.

What you’ll see

Common issues

  • Regenerate replaced my edits — regenerating redrafts the whole document. Your edited version is in History; Restore it.
  • Regenerate is missing — the document was not drafted from a template.
  • Regenerate fails — AI features is off for your organization (Settings → Organization → AI), or this month’s AI allowance is used up.

Last updated: 2026-09-24 · Applies to: CartonCrew v1.57+

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