> ## Documentation Index
> Fetch the complete documentation index at: https://docs.avina.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Saved Documents

> Reusable content, such as case studies, proof points, and tone guides, that your AI Sequences can pull in anywhere.

**Saved Documents** are reusable blocks of text that Avina's AI uses when it writes your outreach. Write a case study, a list of proof points, your positioning, or a tone guide once. Then reference it from any [AI Sequence](https://docs.avina.io/features/ai-sequences.md) step.

When a sequence runs, each reference is replaced with the document's **current** content. Edit a document once, and every sequence that uses it picks up the change.

Manage them in **Settings → Saved Documents**.

***

## Create a document

1. Go to **Settings → Saved Documents** and click **Add New Document**.
2. Fill in:
   * **Title:** how you'll find it when you type **@**.
   * **Description:** a short note on what it's for.
   * **Content:** the text itself. The editor supports headings, bold, italics, lists, and tables. Markdown you paste in keeps its formatting.

Documents save automatically.

***

## Use a document in a sequence

In any instruction field of an AI Sequence step, type **@** and pick a document. It's inserted as a chip.

Click the **↗** on a chip to edit the document without leaving the sequence. Changes apply to every sequence that references it.

### Include a document on every step

Some content belongs in every message, such as your company boilerplate or "never" rules. Turn on either toggle on the document:

* **Include on every email step**
* **Include on every LinkedIn message step**

Avina then adds the document to every matching step in every AI Sequence, without you referencing it. In a sequence, the **N documents included** button under **Writing Guidance & Rules** shows which documents are being added. LinkedIn connection requests don't include documents.

***

## What to put in Saved Documents

| Document | Example content |
| - | - |
| **Case studies** | A short paragraph per customer: their problem, what they did, and the result with numbers |
| **Proof points** | Metrics, awards, notable customers, and analyst quotes |
| **Positioning** | How you differ from the alternatives your buyers consider |
| **Persona guides** | What each buyer cares about and the language they use |
| **Tone and rules** | Words to avoid, sign-off style, how formal to be |

> [!TIP]
>
> Keep each document focused on one topic. Smaller documents are easier to reuse in the right places, and give Avina clearer context than one long document.

> [!NOTE]
>
> When you start an AI Sequence from an Avina library template that references Saved Documents, Avina copies those documents into your workspace. If you already have a document with the same name, Avina uses yours.


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