Attach reference documents

You can attach documents to a report conversation so the assistant has something concrete to work from, a report you already produce, a formatting example, or a policy that dictates how figures must be presented.

When this helps

Reference documents inform three things: the data the assistant looks for, the structure it organizes results into, and the visual style it renders. They are most useful when you are trying to reproduce something that already exists, a report a previous system produced, a layout a regulator expects, or a format your finance team already reads.

If you can describe what you want in a sentence, you probably do not need one.

Attach a document

  1. Start a build, as described in Build a report with Ron360 Reports, or open an existing report for editing.

  2. At the bottom of the conversation, select the paperclip button.

    Its tooltip reads Reference documents.

  3. Add your files in the panel that opens.

    The on-screen hint reads: "Attach PDF, Word, or image examples for the report's data, structure, and visual style."

  4. Close the panel and continue the conversation.

    A count appears on the paperclip button showing how many documents are attached.

  5. Tell the assistant how to use them. Attaching a file does not by itself say what to do with it, say, for example, "match the column layout in the attached report" or "use the same totals as the attached invoice."

Scope and lifetime

Reference documents belong to the conversation, not to the saved report. The attachment count resets when the build session ends. Treat them as context for the editing session you are in, if you come back later to edit the report, attach them again.

If it doesn't work

The paperclip button is greyed out. The assistant is mid-response. Wait for the current turn to finish, then attach.

The assistant ignored the document. Attaching a file adds it as available context; it does not instruct the assistant. Say explicitly what to take from it, the data, the structure, or the visual style.

Your file type was rejected. The on-screen hint lists PDF, Word, and image files. If you need to supply tabular data such as a spreadsheet, describe the columns in the conversation instead, or export the sheet to PDF first.

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