troubleshooting

My draft letter regenerated and I lost my edits

Where: Check whether Reset & Run Again was clicked; past Finalize versions stay in the project history

My draft letter regenerated and I lost my edits

Quick answer: The two things that regenerate the draft are Reset & Run Again (at the bottom of the project page) and re-importing from Bluebeam. Reset wipes your triage state and edits — so they're not in the current draft. Each Finalize & Issue click, however, saves a permanent version (v1, v2, …) that doesn't get cleared by a Reset; you can recover your issued language from there.

What regenerates the draft

ActionEffect on your edits
Reset & Run AgainWipes findings, edits, triage state. Fresh AI run.
Import from BluebeamMerges Bluebeam markups into existing findings — should not wipe your CrossBeam-side edits, but can re-order.
Finding re-generated by the AI on loadShouldn't happen after a submittal is Completed, but if the AI encounters an error it may retry.
A teammate hit Reset & Run AgainSame effect as you hitting it. Possible if they have write access to this submittal.

If you hit Reset by accident

There's no "undo" for Reset. What you can do:

  • Pull an earlier Finalized version if you'd already issued one — the downloaded HTML / DOCX is your copy of the prior letter.
  • Re-triage. Most of your work (the critical judgment calls) lives in your head; the AI's draft is usually fast to re-triage now that you know the submittal.

Preventing it

  • Treat Reset & Run Again as a nuclear option. Use Modify or Reject for individual items; Reset only when the AI's scope call is wrong.
  • Finalize & Issue early — even a v1 gives you a persistent download of your current state. You can Finalize again (v2, v3) as you iterate.

Related

Related

My draft letter regenerated and I lost my edits · CrossBeam Permits Help