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Generate mode

Generate is the most common way to use VeraFrame. You describe the document you want, you point at the source material it should draw from, and VeraFrame returns both the finished output and a trust report that tells you which parts are verified.

Generate is available to all users whose tenant has the tool_generate feature enabled (default for SaaS Cloud).

What you give it

  • A request. A short instruction in natural language describing the document you want — for example, “Summarize our current pricing for mid-market customers and list the standard payment terms.”
  • Source material. One or more source groups that contain the ground truth VeraFrame should verify against.
  • (Optional) A document template. A Word or Excel file with {{placeholder}} fields that VeraFrame fills in and renders as a finished file. See Document templates.
  • (Optional) Source group parameters. For API-backed source groups, values that get passed into the REST call at request time.

What you get back

  • The generated content — structured text (and, if you used a template, a rendered .docx or .xlsx file ready to download).
  • A trust report — the claim-by-claim verification described in The trust report.
  • A retrieval audit — the list of source blocks that were considered and selected for each claim, so you can inspect why the result looks the way it does.

Step by step

  1. Open the main tool and select the Generate button (teal).
  2. Write your request in the request field. Be specific. “Draft a comparison of plan A, plan B, and plan C for a 120-person mid-market customer” produces better results than “Write a proposal.”
  3. Pick source material. Either upload files for this run or select existing source groups. Default source groups are preselected.
  4. (Optional) Select a document template if one is active in your tenant. The fields visible in the template determine the structure of the output.
  5. Click Run.
  6. Review the trust report. Claims flagged as mismatch or needs review appear in amber or red. Click them to see the evidence.
  7. Approve, override, or edit each flagged claim. Use Revalidate after edits to run verification again.
  8. Export. When the trust report is where you want it, export as PDF, Word, or Excel using the export menu. If you used a template, the rendered template file is already available for download.

Large or slow generations

Generate requests against large source groups, or with templates that have many placeholders, may run asynchronously. You will see an in-progress status while the job runs. You can safely navigate away — the job continues server-side and the result lands in your validation history when it is ready.

Tips for better results

  • Narrow the source group to the specific topic. “All pricing documents” will produce cleaner verification than “everything in SharePoint.” VeraFrame’s retrieval is strong, but narrower inputs give fewer false flags.
  • Prefer templates for repeatable document types. A Word template with clearly labeled placeholders is a stronger guardrail than prose instructions.
  • Use whole_block_text placeholders for legal language. It prevents the AI from subtly rephrasing clauses that must stay verbatim.
  • Do not use Generate for unstructured creative writing. VeraFrame’s value lies in verifying factual claims. If the output has no claims to verify, the trust report has nothing to say.