01Draft from referenced files using /Verified
Type / in the Copilot prompt box and pick a file to draft new content grounded in existing documents. You can reference up to 20 items; Word, PowerPoint, PDF, and TXT files are supported.
- Start a new blank Word document
- In the Copilot prompt box, describe what you want Copilot to generate
- Enter / as part of the prompt and start typing the name of the file to link (up to 20 items)
- Select Generate
- Choose Keep it, Regenerate, or Discard, or add details to refine the draft
Using the structure of /[existing SOP template], draft an outline for an SOP covering internal intake of spontaneous reports through forwarding to the safety department. Include headings for purpose, scope, responsibilities, procedure, records, and revision history, with bullet points for what each section should contain.
The output is a draft; check it against company procedures and the source documents. If a referenced file has a sensitivity label, the new document inherits it (the highest-priority label when several files are used). You need access to the referenced files. Do not reference documents containing patient-identifiable information.
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In the prompt box, describe what you want Copilot to generate, then enter / as part of your prompt and begin typing the file name you wish to link.
02Summarize a long documentVerified
Ask Copilot in chat to summarize the document. With a Microsoft 365 Copilot (work) license and the file saved in OneDrive or SharePoint, a summary can also appear at the top of the document when you open it.
- Open the document (save it in OneDrive or SharePoint to get the automatic summary at the top)
- If a summary appears at the top of the page, select View More to see all of it
- Otherwise, type Summarize this document in Copilot chat
- Select the references in the summary to check the matching passages in the document
Summarize the Efficacy Results section of this clinical study report under three headings: primary endpoint, secondary endpoints, and conclusions of the statistical analysis, each in three lines or fewer. Quote figures exactly as written and name the heading each point comes from.
Microsoft notes that summaries don't always cite content from later in the document, so check figures and conclusions against the original. The automatic summary needs at least 200 words (shorter documents can still be summarized manually). Handle confidential documents according to company policy.
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it currently doesn't always provide citations to later document content
03Ask questions about a document and check citationsVerified
Ask Copilot questions about the open document; answers include references with citations showing where in the document the information came from. You can also select text and ask about just that passage.
- Open the document and open Copilot
- Type your question
- To ask about a specific passage, highlight it, select the Copilot icon on the left, and choose Chat with Copilot
- Select the references with citations to see where the answer came from
List every prohibited concomitant medication stated in the exclusion criteria of this protocol, with the section number where each appears. If the document does not state it, answer 'not stated'.
For questions the document cannot answer, Copilot generates content from the underlying large language model. Use the presence of citations to tell document-based answers apart, and do not rely on uncited answers.
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can also view references with citations from where Copilot pulled information in your document.
04Compare rewrite suggestions for selected textVerified
Select text, then choose Auto Rewrite from the Copilot icon in the left margin to see several rewritten options. Compare them and replace the original or insert the new text below it.
- Select the text you want to rewrite
- Select the Copilot icon in the left margin
- Select Auto Rewrite from the menu
- Compare the options and choose Replace, Insert below, or Regenerate
Rewrite the selected paragraph as a reply to a healthcare professional's inquiry, in shorter and plainer wording. Do not change any figures, drug names, or references.
Rewrites can change meaning. Compare against the original to confirm that efficacy and safety wording, figures, and statements tied to the approved scope are unchanged. Final review of promotional material stays with people under the company's review process.
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Just select some text that you want Copilot to help with and ask it to suggest rewrites.
05Turn text into a table (Visualize as a Table)Verified
Select text and choose Visualize as a Table; Copilot previews a table. You can fine-tune it by typing what to change in the Copilot compose box.
- Select the text you want to turn into a table
- Select the Copilot icon in the left margin
- Select Visualize as a Table
- Optionally enter details in the Copilot compose box to change the table
- Choose Keep it, Regenerate, or Discard
Make the table three columns: Event, Active n (%), Placebo n (%). Copy figures exactly as written in the text and do not add events that are not in the text.
Figures can be swapped or dropped during conversion; check each row against the source text. Use aggregate counts only, never individual case details.
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To fine tune the table, enter details into the Copilot compose box to state what to change about the table
06Rewrites now highlight only the exact words that changedVerified
When Copilot rewrites or refines text, it now highlights only the exact words it edited instead of marking the entire paragraph, making review easier.
- Ask Copilot to rewrite or refine a passage
- Review and accept only the highlighted words that were actually changed
Before accepting, also check the surrounding non-highlighted context to confirm the meaning has not shifted.
Supporting passage from the source
When Copilot rewrites or refines text, it now highlights the exact words it edited rather than marking entire paragraph. This more granular view makes it easier for users to review, understand, and accept changes with confidence. This feature rolls out worldwide in August.
07Find differences between two versionsNeeds check
Copilot in OneDrive can compare up to 5 selected files. Comparing two files by referencing them with / in Word's Copilot chat could not be confirmed in official Word help. For word-level differences, use Word's built-in Compare feature.
- On the OneDrive website, select up to 5 files to compare
- Select the Copilot button and choose Compare these files (or Compare files)
- Review the differences in the Copilot panel
- For word-level differences, in Word select Review > Compare > Compare Documents and choose the Original document and Revised document
These two files are the previous and revised versions of the same product leaflet. Tabulate the text that was added, deleted, or changed under each of: headings, indications, dosage and administration, precautions, and references.
Copilot's comparison is a summary and can miss differences. When checking revisions of promotional material, also use Word's Compare feature for a mechanical diff; final judgment stays with people under the company's review process. An in-Word Copilot procedure for comparing two files was not found in official help and needs confirmation.
Supporting passage from the source
Select up to 5 files that you want to compare
08Ask Copilot to insert and format hyperlinks in a documentVerified
Asking Copilot to add hyperlinks lets it insert and format linked text directly in the document, without manual editing.
- Ask Copilot to add a hyperlink within the Word document
- Check the formatting and destination of the linked text Copilot inserts
Add a hyperlink on the term "safety information" in this paragraph, pointing to our internal safety reporting SOP page.
Verify the link destination is correct and appropriate for whether the document will be shared internally or externally.
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Creating polished documents is now easier with Copilot. Users can simply ask Copilot to add hyperlinks, and it can insert and format linked text directly in their document, helping them create professional, connected content without manual editing. This feature rolled out in August.
09Review | Before Copilot edits, turn on Track Changes and make sure you can roll backVerified
Copilot in Word (Edit with Copilot) changes your document directly. With Track Changes on, Copilot's edits are recorded as tracked changes. But according to Microsoft Support, Copilot cannot turn Track Changes on or off, or accept or reject tracked changes. Before having it apply review comments, turn Track Changes on yourself and save the file in OneDrive or SharePoint so you can restore it from version history.
- Save the document in OneDrive or SharePoint (version history only works for files stored there). For important documents, also keep a copy
- On the Review tab, select Track Changes and choose For Everyone
- If collaborators should not be able to stop tracking, use Track Changes > Lock Tracking to set a password
- Set the view to All Markup so changes are visible in the text
- In the Copilot prompt box, select Tools > Edit with Copilot, and start with a small request like the example below to confirm that the edit is tracked
Shorten only the Background section by about 30 percent without changing its meaning. Do not change any other section.
A Microsoft Tech Community post (April 2026, Frontier) says track changes can be turned on from Copilot, while Microsoft Support says Edit with Copilot cannot turn tracked changes on or off, so the official sources disagree (needs checking). Either way, turning it on yourself from the Review tab is the reliable route. Copilot edits the document directly, so take particular care with sensitive or shared files. To roll back, use undo or version history (File > Info > Version History > Restore).
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Edit with Copilot cannot turn on/off or accept/reject tracked changes. Edit with Copilot will respect Track Changes, and if Track Changes is enabled then Edit with Copilot changes will be tracked in the document.
10Review | Before applying anything, have Copilot list the open comments and let a person choose which to fixVerified
You can have Copilot read the comments in a document. Rather than letting it edit straight away, first use Chat only so it answers in chat and tabulates each comment's gist, the passage it refers to and a suggested fix. A person then decides from that table which comments to apply. The table can miss comments, so check the count against the Comments pane list.
- Open Copilot and select Chat only so it responds without changing the document
- Ask it to tabulate the open comments, as in the example below, and say that the text must not be changed
- Switch the Comments pane to List view with the Comments button, and check that the number of comments matches the rows in the table (List view also includes resolved comments)
- Mark each row as apply, skip or needs a person's decision, and settle which comment numbers Copilot will apply
Make a table of the unresolved comments in this document, in order from the start. Use the columns: No., gist of the comment, where it applies (heading and first words of the paragraph), suggested fix, and needs a decision (yes/no). Do not change the text of the document. If any comments could not be included, say how many.
Microsoft also shows an example of having Copilot create a Review Summary section at the top of the document from unresolved tracked changes and comments (April 2026 Frontier post). That puts a new section in the document, so remember to remove it before sending. Having Copilot add or reply to comments is described as available in the blog, while Microsoft Support says Edit with Copilot cannot add or modify comments, so the official sources disagree (needs checking).
Supporting passage from the source
Users can also ask Copilot to add, read, reply to, and manage comments, helping keep feedback organized and connected to the right content. This feature rolled out in June.
11Review | Have Copilot apply the review comments you chose, and report any it could not applyVerified
Copilot can read the content of comments and edit the document accordingly. With Track Changes on, name the comments to apply by number and ask it not to change anything outside what they point to. The edits are kept as tracked changes, so you can check them one by one afterwards. If Copilot rewrites a paragraph that a comment is anchored to, that comment may be deleted.
- Prepare as in "Before Copilot edits, turn on Track Changes and make sure you can roll back" on this page
- Use the table from "Before applying anything, have Copilot list the open comments and let a person choose which to fix" to settle which comment numbers to apply
- Put Copilot in editing mode (Edit with Copilot) and name the comments by number, as in the example below
- In Copilot's reply, check which comments it could not apply and why
- Check each change (see "Accept or reject Copilot's edits one at a time, and leave resolving comments to a person" on this page)
Revise the text as comments 1, 3 and 4 in the list ask. Do not change any sentence outside the passages they point to. Do not change figures, dates or proper names unless a comment asks for it. For any comment you could not apply, give its number and the reason in chat. Do not delete or resolve any comments.
According to Microsoft Support, if Copilot changes a paragraph that a comment is anchored to, the comment may be deleted. Keep the table, a copy or version history from before, and check that the points of any deleted comments were met. Copilot cannot accept or reject tracked changes, so the final call stays with a person. Points about amounts, contract terms or commitments to people outside the company should be fixed by a person, not left to Copilot.
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Copilot can reason over and apply changes edits to a document based on content in comments. Rather than manually working through feedback, users can have Copilot implement the suggested changes.
12Review | Accept or reject Copilot's edits one at a time, and leave resolving comments to a personVerified
Copilot cannot accept or reject tracked changes. Use Next on the Review tab to go through the changes in order and choose Accept or Reject for each. Comments that were addressed are resolved by the person who checked the fix. Asking Copilot to list its changes in chat makes it easier to see which change answers which comment, but the tracked changes are the record.
- On the Review tab, set the view to All Markup
- Use Review > Tracking > Next to go through the tracked changes from the beginning
- For each change, check that it matches the comment and that nothing outside it changed, then choose Accept or Reject
- Resolve each comment that has been dealt with from More thread actions (...) on the thread
- Finally, use Next to confirm that no changes remain
List the changes you made to the text this time, grouped by comment number. Use the columns: comment No., where the change is (heading and first words of the paragraph), before, and after. If you made any change that does not answer a comment, put it in a separate row. Do not change the text of the document.
Copilot's list is a guide; the record is in the tracked changes. If the two disagree, go by the tracked changes. How accurately Copilot reads tracked changes is documented only by an example in a Frontier post (needs checking). Rewrites now highlight only the exact words that changed (see "Rewrites now highlight only the exact words that changed" on this page), but still read the surrounding context to confirm the meaning has not shifted. Do not leave resolving comments to Copilot.
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On the Review tab, select Tracking, then select Next. Select Accept or Reject. The next sequential tracked change is highlighted for your review and action.
13Review | Asking Copilot to mark changed passages in yellow highlighter: check with Find, and remove it before sendingNeeds check
Microsoft Support says Edit with Copilot can format content in place using Word's built-in styles and features. However, no official document was found that states it can apply a text highlight color (yellow) to body text (needs checking). If you ask for it, leave the record of changes to Track Changes and treat highlighting only as a marker for readers. Check the result by stepping through Advanced Find with Format > Highlight.
- Turn on Track Changes first (see "Before Copilot edits, turn on Track Changes and make sure you can roll back" on this page)
- Put Copilot in editing mode and state which sentences to mark and in what color, as in the example below
- On the Home tab, choose Find > Advanced Find, select Format > Highlight, and use Find Next to step through the highlighted passages
- Compare the highlighted passages with the tracked changes for anything missed or marked wrongly
- Before sending outside the company, press Ctrl+A to select everything and choose Text Highlight Color > No Color to remove the highlighting
Apply yellow highlighter only to the sentences you changed in this revision. Do not color sentences you did not change. When done, list the highlighted sentences in chat, grouped by heading.
Needs checking: whether Copilot can apply highlighter color to body text is not confirmed in official documentation as of September 12, 2026. A Microsoft blog shows asking Copilot for table cell background colors, bold and font color (Visualize as a Table, 2024), but that is not highlighter on body text. Assume the highlight may not be applied, may be applied only in part, or may land in the wrong place, and check the changes with Track Changes (see "Accept or reject Copilot's edits one at a time, and leave resolving comments to a person" on this page).
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You can ask Copilot to create, edit, refine, and format content in place—using Word’s built-in styles and features—while you stay focused on your ideas.
14Formatting | For headings, tables of contents, headers and page numbers, name the scope and Word's built-in stylesVerified
Copilot can insert and update tables of contents and help manage headers, footers, page numbers, dates and footnotes. You can also ask it to adjust heading formatting or reorganize sections. Tables of contents are built from Word's built-in heading types, so first ask it to apply the built-in heading styles to your headings. State the scope and what to apply, and for long documents work section by section.
- Turn on Track Changes first and make sure you can restore from version history (see "Before Copilot edits..." on this page)
- State the scope (whole document or a particular section) and the formatting to apply (Heading 1 for chapters, Heading 2 for sections, and so on)
- Tables of contents, headers, footers and page numbers can be combined in one request, as in the example below
- Check the heading levels, the table of contents entries and the page numbers; if something is wrong, undo it or fix it with a follow-up request
Apply Word's built-in styles to all headings in the document (Heading 1 for chapters, Heading 2 for sections). Do not change the wording of the text. Then insert a table of contents at the start, the document name in the header and page numbers in the footer.
Copilot is limited in the number of words it can process per prompt (FAQ). For long documents, ask section by section and check each result. Formatting changes are hard to spot by eye, so compare the table of contents entries with the heading levels. Copilot's suggestions can be wrong, so check them before accepting.
Supporting passage from the source
With drafting workflows, Copilot can now insert and update tables of contents so documents stay organized as they evolve. It can also help manage headers, footers, page numbers, dates, and footnotes, so documents are easier to format and users can maintain polished, professional documents without manual effort.