Task guide

Use content suggestions and data placeholders

Insert property-aware suggestions, review live data placeholders, and turn suggested copy into accurate final narrative.

5 to 15 minutesFor Customers using the suggestion panel in supported narrative editorsBeginnerLast verified September 10, 2026

Outcome

You will use suggestions as an editable starting point and verify every inserted fact before publishing it.

Navigation path

Document Wizard > Supported narrative section > Suggested copy

Access

Suggestions appear only for supported content sections with a selected property type.

On this page

What you will accomplish

Suggested copy drawer with Add to draft, opened independently from the Investment Highlights editor.
Use Add to draft for a suggestion, verify missing property values, and review calculated metrics separately from editable narrative.

Goals

  • Find a relevant suggestion
  • Insert it without replacing unrelated work
  • Verify interpolated property facts

Before you start

Data, sources, and access to prepare

  • A property type selected on the document
  • A supported narrative section
  • Verified property data for any inserted placeholders

Prepare these details

  • Decide which idea the paragraph or bullet must communicate
  • Review current property data that may fill placeholders
  • Place the cursor where the suggestion should be inserted

Complete the task

Suggested copy drawer with optional starting points and an explicit Add to draft action.
Suggested copy, a suggestion category and Add to draft are visible in the mobile drawer.
  1. 1

    Open suggested copy

    Supported narrative editor

    Select Suggested copy if its panel is closed.

    Expected result: Suggested copy appears to the left of the draft or in its own drawer, depending on the available writing space.

    If this does not happen: Key metrics and Nearby access have separate controls and panels.

  2. 2

    Choose a category

    Suggested copy

    Select one category relevant to the intended point.

    Expected result: The category displays its available suggestions.

    If this does not happen: Choose a different category if the suggestions do not match the property evidence.

  3. 3

    Insert one suggestion

    Suggested copy

    Select Add to draft on one suggestion.

    Expected result: The suggestion is inserted at the current editor position.

    If this does not happen: Use Undo if it appears in the wrong location, then place the cursor where the copy belongs.

  4. 4

    Inspect each placeholder

    Narrative editor

    Select or review each inserted live data value.

    Expected result: Every placeholder resolves to an expected property value or remains visibly unresolved for correction.

    If this does not happen: Update the owning property field or replace unsupported copy when a value is wrong or absent.

  5. 5

    Rewrite the inserted copy

    Narrative editor

    Edit the suggestion so it states only verified property-specific claims.

    Expected result: The copy matches the assignment’s facts and voice.

    If this does not happen: Delete the suggestion if the underlying claim cannot be supported.

  6. 6

    Confirm the narrative save

    Your draft

    Wait for the automatic save to finish after editing the inserted text.

    Expected result: The saved indicator confirms the updated narrative.

    If this does not happen: Keep the draft open and select Retry save if a save fails.

Placeholder behavior

Suggested copy is an optional starting point, not saved narrative until you choose Add to draft. Missing property values are identified on the suggestion. Verify or remove those claims before delivery. A suggestion with live data tokens can update when its structured source changes; manually typed prose still needs your review.

Suggestion to final copy

Insertion is the start of review, not the end.

  • Choose suggestionResolve property values
  • Resolve property valuesVerify every claim
  • Verify every claimEdit for the audience

Verify before you finish

  • No unresolved placeholders remain
  • Inserted values agree with their source fields
  • The wording fits the intended audience
  • Unsupported claims were removed
  • The final page was reviewed

Troubleshooting and next steps

Suggestions do not appear.

Likely cause: The section or property type may not have suggestion content.

  1. Confirm that a property type is selected.
  2. Write the section directly when no supported suggestions exist.
A placeholder displays the wrong value.

Likely cause: The underlying structured property field is missing or incorrect.

  1. Find the owning wizard field.
  2. Correct and save the source data before reviewing the narrative again.

Final verification

  • Suggested copy: The suggestion is inserted at the current editor position.
  • Narrative editor: Every placeholder resolves to an expected property value or remains visibly unresolved for correction.
  • Narrative editor: The copy matches the assignment’s facts and voice.
  • Your draft: The saved indicator confirms the updated narrative.
  • No blocking warning, failed status, or unresolved validation message remains in the completed workflow.

Was this guide helpful?