Exact steps
- 1Open an Advisor conversation in Command Center and ask for a document, such as a printable checklist based on the conversation.
- 2If document creation is available, wait for the document card to finish preparing the files.
- 3Select Download Word or Download PDF on the card. You can also find saved documents in Library.
What to expect
A chat attachment is different from a saved document. Document creation may be unavailable for some accounts; the conversation shows its current state.