Working with documents
A series of short videos on how to work with documents more efficiently instead of reviewing files one by one manually.
The first Praktik Academy block explains how to work with documents more efficiently instead of reviewing them one by one manually. We will show you how the agent reads and organizes larger sets of files, extracts data from them, creates new documents, and lets you tailor the output precisely to your firm’s internal style, including working directly in Word.
The videos are freely available and build on one another. You can watch the entire block or just the topic relevant to your work.
Lessons in this block
How we process documents
What happens behind the scenes when you upload a file to the agent, and why it matters when working with larger sets of documents.
Praktik Documents 101
A basic introduction to working with documents in Praktik: where to upload them, how the agent sees them, and what it can do with them.
Working with documents (for beginners)
The first steps in working with documents: how to ask the agent about file contents and receive a reliable answer.
Creating documents (for beginners)
How to have the agent prepare your first document: from the initial instructions to a completed draft that you can refine further.
Creating documents (advanced)
Templates, automatic data population, and more complex outputs when creating documents with the agent.
Organizing documents with AI
How to sort and name a larger set of files, such as a folder of contracts and scans with unclear names.
Documents in Word
Working with documents directly in Word, including tracking changes and verifying citations with the Praktik add-in.