Assemble branded document packets for prospects and clients — find the right docs, bundle them, add an AI-written email, and send. Here's the quick version.
Quick start
1
Find documents. Browse the grid (grouped by sales stage), type in Search, narrow with the filters (framework / audience / vertical), or click a Bundle for a ready-made set.
2
Select what you need. Click a card (or its checkbox) to add it to your packet — a selection tray appears at the bottom. Star ⭐ docs you reuse often.
3
Build the packet. Click Build Packet. Add the recipient, then use Draft with AI (cover note + outreach email) and Talking Points (call prep). Hit Download Packet for one merged PDF.
4
Send it. Copy the AI email (or open it in your mail app), attach the packet PDF, and send. It's saved in History.
★
In a hurry? Let AI choose. Click AI Suggest, describe the prospect, and it picks the right documents for you automatically.
What everything does
🔍 Search & Filters
Find docs by title, tag, framework, or audience.
📦 Bundles
One-click, pre-built doc sets for common scenarios.
⭐ Favorites
Star docs you use often and filter to just them.
🤖 AI Suggest
Describe a prospect → a recommended packet.
✍️ Draft & Talking Points
AI outreach email + call prep, inside Build Packet.
🧩 Compose
Generate a brand-new custom document with AI.
🕘 History
Every packet you've assembled and sent.
⌘K Command Palette
Jump to any document or action instantly.
🌓 View options
Dark mode, grid/list, and compact density.
Keyboard shortcuts
Still stuck? Reach the Torchsec team at helpdesk@torchsec.com. You can reopen this guide anytime with the ? button in the top-right.
