# AI Reviewer launch library Welcome to the AI Insights Launch Library! This is your one-stop resource hub to learn, explore, and master AI Reviewer! ## Section 1: Admin Setup (Before You Get Started) Foundational steps for workspace preparation: * [How to Add Your Team to Filed](https://support.filed.com/articles/7788273153-settings-menu-overview-members-tab) * [Review the Workspaces Settings Tab](https://support.filed.com/articles/8481109487-settings-menu-overview-workspaces-tab) * [Learn How to Assign Clients to a Single Teammate](https://support.filed.com/articles/2451271896-settings-menu-overview-of-assignments-tab) * [Set Up Email & In-App Notifications](https://support.filed.com/articles/6974698438-settings-menu-overview-of-notifications-tab) * [Review the Billing Settings Tab](https://support.filed.com/articles/5582839783-settings-menu-overview-of-the-billing-tab) * [How to Contact Filed Support](https://support.filed.com/articles/3789381919-getting-support-at-filed) ## Section 2: Getting Files into Filed * [How to Set Up Filed Printer](https://support.filed.com/articles/8506092630-setting-up-your-filed-printer) * [How to Send Files Using Filed Printer](https://support.filed.com/articles/2330548867-sending-files-with-filed-printer) * [How to send documents from your PMS or DMS](https://support.filed.com/collections/7432026405-other_connections) * [How to Upload a Client Manually](https://support.filed.com/articles/2060376519-adding-a-client-manually-in-filed) ## Section 3: Using AI Reviewer ### AI Reviewer Video Walkthrough (Deep Dive) The walkthrough covers: * Reviewing flagged items * Navigating AI comments * Understanding review outcomes * [Watch the Full AI Reviewer Walkthrough](https://support.filed.com/articles/1458447335-ai-reviewer-video-walk-through) ### Rules: The Engine Behind AI Reviewer Rules determine what AI Reviewer checks and how it flags issues. The Rules documentation includes: * What rules are * How to edit existing rules * How to create new rules * [Watch the Rules Explainer & Creation Guide](https://support.filed.com/articles/2087055938-rules-explainer-editing-and-creation) > **Pro Tip:** Start simple. Clear, specific rules produce the best results. ## Section 4: Using Tax Planner * [Video overview of Tax Planner](https://support.filed.com/articles/2955604087-tax-planner-video-walk-through) * [Walk-through on using Tax Planner](https://support.filed.com/articles/6675600245-tax-planner-best-practices) ## Section 5: Attend a Webinar * [Insights Product Training](https://my.demio.com/ref/G3my3pavfMqm9O6i) *** Legacy URL: --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://help.filed.com/filed-help-center/ai-reviewer-and-tax-planner/ai-reviewer-launch-library.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.