┃The Customizer is a questionnaire that apply your preferences the Magic Hashtags before downloading them..
┃There are four questions with dropdowns and a preview box at the bottom.
┃Other exhibit/document types are already built in, and adjustments can easily be made after installation.
┃Magic Hashtags are a one-time purchase made for use inside myaidrive.com, which requires its own subscription.
┃AI Drive offers a 7-day free trial and provides a secure place to store documents.
┃For each of the question types below, there are dropdowns you'll select to create an example of how you format it.
┃The example will populate the preview box.
┃After you're finished and satisfied with the preview boxes, you will download the installation file.
┃Click Download, enter the password, and the file will download.
┃Sign in to AI Drive and start your free trial if needed.
┃In the AI Drive chat window, drag the setup file into the message box.
┃Type #setup and submit.
┃The tool installs from there.
╎ parens, no parens ╎ hyphen, to, through ╎ full or abbreviated ending Bates ╎ NOTE: If you do not include Bates, you can update this after installation.
🎨Select options to match your style.
📑Example: XYZ123 – XYZ125
╎ April, a 4 or 04 for month ╎ date separator ╎ second date separator auto fills ╎ two- or four-digit year
🎨Select options to match your date style.
📆Example: April 1, 2025
╎ Select components until you approve of the description in the preview box. ╎ You can search for components or scroll down. ╎ Whether you use a comma or semicolon in your email descriptions, your punctuation choice is at the beginning of the component. ╎ If you are finished without using all seven components, leave them untouched. ╎ Check the preview box, then move to Question 4, email threads.
🎨Build your description for a single email.
📧Example: Email from Jake to Samantha... dated 4/1/25, Subject "Re: Birthday"...
╎ Repeat the same exercise you did for emails. ╎ Adjust to represent a thread instead of a single email. ╎ If you use a date span (for the first email in thread, ending with the email on the first page), select "date of first email"/"date of last email" as your selection. ╎ Check the preview box, then you're ready to move on.
🎨Build your description for an email chain/thread.
📧Example: Email chain...from Jake Ryan to Samantha Baker dated...
┃Review each preview box before downloading. Your selections there are what Magic Hashtags uses to personalize your setup.
┃If the preview boxes do not match your preferences yet, change the dropdowns until they do.
┃If something highly specific is not represented here exactly, you can fine-tune it later with #update.
┃If you use Eclipse auto indexing, turn the toggle on before you download.
┃Sign up for myaidrive.com, then use your access code to unlock the download if needed.
┃When you are ready, click DOWNLOAD to save your personalized setup file.
┃In AI Drive, open the chat window. If it is not already visible, click Chat.
┃Drag the downloaded setup file directly into a new message. This is the preferred install method.
┃In that same message, type #setup and submit it.
┃The Sidekick will finish the installation and create the support files it needs for ongoing help.
┃Use #start any time you want instructions or a refresher on what the tool can do.
┃Use #help plus your question any time you need assistance or want to make a change.
This page is public for preview. When you click download, enter the purchased access code to get your setup file.