🔒 Permissions: Any user who can access a Mini can generate documents — no extra permissions needed. Learn more about roles →
Sometimes you need more than a chat answer — you need a document you can print, download, or share. Ask a Mini or the workspace agent to draft a document and it will produce a structured write-up grounded in real records, which you can then print or download as Word.
When to use this
Printable handover for the incoming shift
Written update a family member can read and keep
Report or summary to attach to another system or bring to a meeting
Letter — referral, discharge summary, or external communication
ℹ️ Document vs. chat: If you just need a quick answer — like "when was the last incident?" — use regular chat. Document generation is for when you need something you can take away: print, download, or email.
How to generate a document
1. Ask the Mini or workspace agent
Combine an action word (draft, write, create, compose, prepare, generate) with a document type (document, report, letter, handover, summary, update). Be specific about the time period, topic, and audience. For example:
"Draft a monthly summary report of Betty's care for March"
"Create a handover document for the incoming shift"
"Write a family update letter about Betty's recent wellbeing"
"Prepare a referral letter to the physiotherapist about mobility concerns"
You can do this from an individual Mini (draws on that person's records) or the workspace agent (useful when working across multiple people).
⚠️ "Summary" on its own can be ambiguous: "Write a summary of how Betty has been" may give you a chat answer instead of a document. To get a downloadable document, pair it with a document type — e.g. "Write a summary report" or "Draft a summary document".
2. Review the document
A Document card will appear in the chat. Click it to open the document in a side panel where you can read through the full content. Check that the details are accurate, the tone suits the audience, and nothing important is missing. You can ask for changes conversationally — e.g. "Make it more formal" or "Add a section about meal times."
3. Print or download
Once you're happy with the document, use the options in the top-right corner of the document panel:
Print — sends the document straight to your printer
Download as Word — saves a .docx file to your device, useful if you need to edit further or email it
⚠️ Always review before sharing: The Mini writes helpful drafts, but you know the person best. Check accuracy, tone, and that nothing sensitive is included that shouldn't be. Nothing is shared automatically — the document is always a draft until you say it's ready.
💡 Tip: The more specific your prompt, the better the result. Instead of "write a summary," try "write a summary report of the last two weeks focusing on mobility and social participation."
ℹ️ Good to know: Document generation uses the same records as regular chat — nothing extra. If information isn't on the timeline, it won't appear in the document.
Need help?
If the document tool isn't appearing, or something doesn't look right, reach out via the Help Desk in the app — we're happy to help.