Where do I see incoming requests?

When a client submits through the widget, a document is created instantly and shows up in your dashboard with a Request badge and the requester's name.

Request details are required in the intake form. If the field is empty, the client cannot submit, so blank requests are not created.

Open it to see the client's facts & request live on the right, and your writing appears on their screen in real time. Mark it Done when finished.

Click a line-number tag in the document to start a comment draft for that line. Both the expert and the client can point to a specific line when asking questions or suggesting edits.

Hover over a comment, or tap it on mobile, to add an emoji reaction. Choose from the quick reactions or the expanded list; selecting the same emoji again removes your reaction. Reaction counts update live for the expert and client.

Select a comment to show its author and a short preview directly above the input. Use the × button to cancel the reply target. Posted replies keep a visible reference to the original comment.

The expert editor also supports text color and highlights; those styles appear for the client and carry through to print and Word download.

Select text in the document to open Ask AI. You can ask the connected ChatGPT or Gemini about only that selection, edit the answer, and apply it back to the selected range.

Use Settings → History → Create snapshot to manually preserve the current title and document. Select a saved date and time to open that version in a read-only preview, which is useful for comparing the original request with the final revision.

When you share a client document link in a messenger, its preview uses the shortened document title so the recipient can identify it immediately.

For widget requests, the client screen is the tokenized workspace at /embed/{clientId}?token=..., not the public /d/... link. Use Copy link from the dashboard or expert editor to copy the correct client workspace URL.