# Documents

> Ask for a document in plain language and the AI drafts the right one. Review it, comment on the exact words you want changed, download the Word file, and send it for signature.

_Updated 2026-07-11_

Source: /help/documents

**In short:** Describe what you need and the AI drafts the correct document — resolutions, notices, consents, engagement letters and more — as a real Word (.docx) file. Review it in the Document tab; to change something, select the text and comment, and the AI makes just that edit while leaving everything else untouched. Then download it or send a signing link for a built-in e-signature.

## Generating a document

Inside a task, tell the AI what you want in ordinary words — for example "Draft the directors’ resolution to appoint Jane Tan" or "Prepare the AGM notice." The AI reads the company’s data, works out exactly which document is needed, and produces a properly formatted Word file. It appears in the Document tab on the right.

CorpSec AI can draft a wide range of Singapore corporate-secretarial documents, including:

_[screenshot: A task conversation where the user asks for a resolution and the Document tab shows the drafted resolution as a formatted page.]_

- Directors’ resolutions — appointments, resignations, share allotments, dividends, bank mandates, change of address, approval of financial statements, and more.
- Members’ resolutions (ordinary and special), written resolutions and AGM dispensation.
- AGM notice, agenda, proxy form and minutes.
- Consents to act (director / secretary), statement by directors, solvency statement.
- Return of allotment, instrument of transfer.
- Client-facing engagement letters and service quotations.

> **Note:** The draft is a genuine .docx you can open in Word. Files are stored privately and only reachable through short-lived secure links.

## Reviewing a document

The Document tab renders the draft as a clean, formatted "page" you can read at a glance. You can expand it to full screen, and a small card underneath shows where it came from — including a unique fingerprint (a hash) so you can prove the file has not been tampered with. If the AI’s independent second check flagged anything, you will see those review items here too.

_[screenshot: The Document tab full-screen: the rendered document, a "Where this came from" fingerprint card, and any review flags.]_

## Changing the wording — comment, don’t retype (live)

This is the part people love. To change something, select the exact text in the document and click Comment. Type what you want — "make the effective date 1 September" — and send it. The AI rewrites just that spot and leaves the rest of the document byte-for-byte identical.

1. **Select the text** — Highlight the words you want changed in the rendered document.
2. **Click "Comment"** — A little composer appears with the prompt "Ask the AI to change this…".
3. **Say what to change** — Describe the edit in plain language and send it (⌘↵).
4. **The AI makes the pinpoint edit** — Only the anchored text changes; the document is regenerated and your comment is marked resolved.

> **Note:** CorpSec AI protects you here: the edit is checked before it is saved. If the change would alter the document type, drop someone’s identity number, or blank out required fields, it is rejected rather than applied — you will get an honest "no change could be applied" instead of a broken document.

## Downloading and sharing (live)

Use the Word link to download the .docx, or Create link under Share to generate a secure external link the client can open without a login. You can protect it with an access code — the recipient must type the code you set before the document opens — and you can revoke a link at any time. The document’s status can advance as you go, though when a workflow owns the document its status is driven by the workflow steps rather than set by hand.

> **Note:** Each time the AI applies a targeted edit, the document is regenerated — so the Word file and the shared link always reflect the latest wording, and the provenance fingerprint updates with it.

## Getting it signed (live)

CorpSec AI has a built-in e-signature flow — no third-party account needed. For a signing step, it creates a secure signing link for each recipient. You copy the link and send it however you like (email, WhatsApp). The recipient opens a simple page, reviews the document, types and draws their signature, agrees that it is legally binding, and submits.

Each signature is recorded with the signer’s name, the drawn signature image, a timestamp and other details, and the step / task / document status updates automatically as people sign. You can see who has signed and who is still pending, and nudge anyone outstanding with Remind.

_[screenshot: The Signing tab: each recipient with a "Copy sign link" button and a Signed/Pending status, plus a "2/3 signed" summary.]_

> **Heads up:** Automatic reminder emails need your firm’s email delivery to be configured. If it is not set up, CorpSec AI tells you so and you simply copy the signing link and send it yourself — it never pretends to have sent an email it did not.

## Frequently asked questions

### What file format do I get?

A real Microsoft Word (.docx) file, formatted to a professional house style. You can also share a secure read-only link.

### How do I change a single sentence without regenerating the whole thing?

Select that sentence in the document, click Comment, and tell the AI what to change. It edits only that spot and leaves everything else exactly as it was.

### Is the e-signature legally valid?

The signer types their name, draws a signature and explicitly agrees their electronic signature is binding; each signing is recorded with a timestamp and audit entry. As with any e-signature, confirm it meets the specific requirements of your matter.

### Why won’t it let me generate a document?

If the company has not passed its due diligence, generation is blocked by the compliance gate. Complete KYC first — see KYC & compliance.

## Related

- [Tasks and workflows](/help/tasks-and-workflows)
- [Forms and signing](/help/forms-and-signing)
- [KYC & compliance](/help/kyc-compliance)
- [Handle a director resignation (playbook)](/help/scenarios/director-resignation)
