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Reformat Filenote

The Reformat Filenote feature empowers you to transform any text in your filenotes instantly. Whether you need to change formatting, restructure content, adjust tone, or reorganize information, simply select the text and provide your reformatting instructions. Finobi will regenerate the content according to your specifications while preserving the original meaning and context.

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Transform Your Notes Effortlessly

• Instant Reformatting: Select, instruct, and transform text in seconds
• Flexible Instructions: Convert between formats, styles, and structures
• Context Preservation: Maintains the original meaning while improving presentation
• Multiple Options: Try different formatting approaches until satisfied
• Professional Output: Ensures consistent, polished documentation

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How to Reformat Your Filenote

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Simple Steps to Reformat

Step 1: Select Your Text

Highlight the portion of text in your filenote that you want to reformat.

Step 2: Click Reformat

Click the "Reformat" button that appears when you select text.

Step 3: Enter Instructions

Provide clear instructions on how you want the text reformatted.

Step 4: Apply Changes

Review the reformatted text and apply it to your filenote.

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Reformatting Examples

Convert to Bullet Points

Original: "The client expressed interest in diversifying their portfolio across multiple asset classes including equities, bonds, and real estate investment trusts."

Instruction: "Convert to bullet points"

Result:

• Portfolio diversification interest
• Asset classes to consider:
  • Equities
  • Bonds
  • Real Estate Investment Trusts (REITs)

Make More Professional

Original: "Client wants to save more money for retirement and is worried about market volatility."

Instruction: "Make more professional and formal"

Result: "The client has expressed a strategic interest in enhancing retirement savings allocations while maintaining prudent risk management practices in response to market volatility concerns."

Simplify Technical Content

Original: "Implementation of a tax-loss harvesting strategy through systematic rebalancing of non-qualified investment accounts to optimize after-tax returns."

Instruction: "Simplify for client understanding"

Result: "We'll help reduce your tax bill by strategically selling investments at a loss and reinvesting the proceeds, which can improve your overall returns after taxes."

Create Summary

Original: [Long paragraph of discussion points]

Instruction: "Summarize in 2-3 sentences"

Result: Concise summary capturing key points

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Common Reformatting Instructions

• "Convert to bullet points" - Organize into clear list format
• "Make more concise" - Shorten while keeping key information
• "Add professional tone" - Enhance formality and structure
• "Simplify language" - Make more accessible and clear
• "Create numbered list" - Organize with sequential steps
• "Expand with details" - Add more comprehensive information
• "Convert to table format" - Structure data in rows and columns
• "Add headers and sections" - Organize with clear hierarchy
• "Make client-friendly" - Remove jargon and technical terms
• "Format as action items" - Transform into actionable tasks

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