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What is a Review Program?

A review program is a reusable template that defines how the AI should review documents. Each program consists of:
  • Prompt — Written instructions describing what to look for, what standards to apply, and what constitutes an issue
  • Guideline files — Reference documents from your workspace that the AI should use as review criteria

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Creating a Program

Add Review Program modal
1

Open the review panel

Navigate to the Review section in the left sidebar.
2

Click 'New Program'

Opens the program creation modal.
3

Write your review prompt

Be specific about what the AI should evaluate. For example:
  • “Review this document for compliance with FDA 21 CFR Part 11”
  • “Check formatting against our SOP template standards”
  • “Identify any claims not supported by cited references”
4

Attach guideline files

Select documents from your workspace that serve as the review standard. These might be templates, regulatory guidelines, or reference SOPs.
5

Save

The program is saved and ready to use across multiple review runs.

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Managing Programs

  • Edit — Update the prompt or guideline files at any time
  • Delete — Remove programs you no longer need
  • Reuse — Run the same program against different documents as many times as needed

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Tips for Effective Prompts

Instead of “check for issues”, specify exactly what constitutes an issue: missing sections, formatting deviations, unsupported claims, etc.
The AI has access to the guideline files you attach. Reference them explicitly: “Compare against the template structure in the attached SOP format guide.”
Help the AI calibrate severity by providing examples: “Missing regulatory references are errors. Minor formatting inconsistencies are info-level.”
One program per review concern works better than a single program trying to cover everything. Create separate programs for compliance, formatting, and content review.