Help Documentation

Browse by feature

• Getting started

  Your first steps and finding your way around.

  • What can Charter AI do for my firm?
  • What should I do first after signing up?
  • How do I find my way around?

  All 4 articles
• Drafting

  Notice replies, facts, citations and Word export.

  • How do I upload a PDF?
  • What should I type in the draft box?
  • How do I reply to a GST notice?

  All 8 articles
• Research

  Asking questions, reading answers and opening sources.

  • How do I ask a research question?
  • How do I read a research answer?
  • How do I attach a PDF to a research question?

  All 5 articles
• Notices

  Adding notices and tracking them to closed.

  • How do I add a notice?
  • How do I track a notice from received to closed?
  • How do I draft a reply from a notice I already added?

  All 4 articles
• Documents

  Uploading, finding and reusing files.

  • How do I upload documents?
  • How do I reuse a file I already uploaded?
  • How do I find a document?

  All 4 articles
• Bookkeeping

  Importing statements and reviewing vouchers.

  • How do I import a bank statement?
  • How do I import invoices or sales and purchase registers?
  • How do I review transactions before they post?

  All 4 articles
• Tally export

  Downloading the import file and loading it into TallyPrime.

  • How do I export to Tally?
  • How do I import the file into TallyPrime?
  • What goes into the Tally file?

  All 3 articles
• Reconciliation

  GSTR-2B, e-invoice and e-way bill against the books.

  • How do I reconcile GSTR-2B?
  • How do I read the reconciliation results?
  • How do I resolve a mismatch?

  All 3 articles
• Calendar

  Due dates, your own events and reminders.

  • Where do the due dates on my calendar come from?
  • How do I set reminders?
  • How do I add my own deadline?

  All 4 articles
• Trademarks

  TM-A applications and objection replies.

  • How do I prepare a TM-A application?
  • How does the clearance search work?
  • How do I reply to a trademark objection?

  All 3 articles
• Clients

  Adding clients and their compliance profile.

  • How do I add a client?
  • What is the compliance profile?
  • What is on a client's page?

  All 5 articles
• Client upload links

  Asking a client to upload files, no login needed.

  • How do I ask a client to upload files?
  • What does my client see, and where do the files go?
  • How do I stop an upload link working?

  All 3 articles
• Train your Charter AI

  Teaching drafts to follow your firm's style.

  • How do I train Charter AI on my firm's style?
  • Can I have a different style for each kind of draft?
  • Is my clients' data safe when I train Charter AI?

  All 3 articles
• Billing and plans

  The free trial, paying, renewal and usage.

  • How does the free trial work?
  • How do I upgrade to a paid plan?
  • How do I cancel renewal?

  All 5 articles
• Account and privacy

  Your profile, password, data export and deletion.

  • How do I delete my data?
  • How do I download my data?
  • How do I change my name, firm name or password?

  All 5 articles

Still stuck? Write to support and we will get back to you. Contact support