Pro guide
Build a Research Pack or Client Report
Prepare structured deliverables with source context and safer handling of keys and email addresses.
How to use it
- 1
For sourced analysis, choose the Research template in PDF or Word document options. For external delivery, choose the Client report workflow preset.
- 2
Enable Source appendix when the reader needs the captured references together.
- 3
Enable client-safe redaction for detected keys and email addresses, then inspect the preview.
- 4
Export as PDF or Word and manually review sensitive material before sharing.
Keep exploring
Need a deeper answer?
Use the Help Center menu for related workflows, or review common problems.