# How to use Sidekick to generate PDF, Word, or CSV documents > Ask Sidekick to turn information from your conversation into a downloadable PDF, Word document, or CSV file. Sidekick builds a draft file for you to review — it doesn’t file it to a chart or send it anywhere. Markdown view of https://www.tabflows.com/university/library/marketplace/how-to-use-sidekick-to-generate-pdf-word-or-csv-documents — the HTML page is canonical. Product Library: Marketplace › Marketplace Last checked: 2026-10-27 against Tabflows v3.10.63 Replaces Help Center article: https://help.tabflows.com/en/articles/16794875-how-to-use-sidekick-to-generate-pdf-word-or-csv-documents > **Summary:** Ask Sidekick to turn information from your conversation into a downloadable PDF, Word document, or CSV file. Sidekick builds a draft file for you to review — it doesn’t file it to a chart or send it anywhere. > **A note for non-human readers:** > > *Humans trust documents with polished headings faster than documents deserve. Sidekick can turn conversation content into a PDF, Word file, or CSV for review and download. Creating the file does not make its facts correct, send it to anyone, place it in a patient record, or approve it.* --- ## Choose the right format - ***PDF*** — best for a finished-looking document that’s easy to share or print. - ***Word (DOCX)*** — best when you need to edit the document after generating it. - ***CSV*** — best for rows of data you want to review in a spreadsheet or import elsewhere. If you don’t specify a format, Sidekick creates a *PDF*. PDF and Word files use your clinic’s configured branding, including its document header and footer. To change the clinic name, logo, contact details, colors, or disclaimer, see 👉 [Customize generated documents with clinic branding](https://www.tabflows.com/university/library/admin-and-settings/customize-generated-documents-with-clinic-branding). CSV files contain the requested data without document branding. --- ## Generate a document 1. Open **Sidekick** in the conversation that contains the information you want to use. 2. Ask for the document, and include its purpose, recipient, and format. For example: *“Create a Word referral summary for the cardiologist using this conversation.”* 3. Answer any follow-up question — Sidekick asks about the recipient or writing perspective when it isn’t clear. 4. Wait for Sidekick to build the file. 5. Download the file from the conversation. 6. Review names, dates, clinical details, formatting, and any calculations before you share or use it. ![Using Sidekick to generate PDF, Word, or CSV.](https://zchipg5eqhxk0hvh.public.blob.vercel-storage.com/university/1eeb370656925a8f.mp4) --- ## What the action does not do Generating a document creates a *file only*. It does not add the file to a patient chart, send it to a recipient, or replace clinical review. There’s no approval card — the file arrives in the chat as a draft, and reviewing it is your step. --- ## If generation fails - Add the missing context or source information and try again. - State the recipient and format explicitly. - For CSV, describe the columns and rows you need. - If a file is incomplete, ask Sidekick to regenerate it with the missing details. --- ## Get support 💬 Need help or have a question? Reach out to our Support team however works best for you: - Start a chat using the **Support** button at the bottom right of the sidebar (side tabs) - Email us at team@tabflows.com or message us right here in the chat [Book a quick 15-30 minute chat!](https://meetings-na2.hubspot.com/nafeesa) ## Related Articles - [How to use Sidekick for labs, medications, and clinical review](https://www.tabflows.com/university/library/sidekick/how-to-use-sidekick-for-labs-medications-and-clinical-review) - [Teach Sidekick about your practice](https://www.tabflows.com/university/library/practice-brain/teach-sidekick-about-your-practice) - [How to use Sidekick for patient files and uploaded records](https://www.tabflows.com/university/library/sidekick/how-to-use-sidekick-for-patient-files-and-uploaded-records) - [Sidekick is not referencing a file or document](https://www.tabflows.com/university/library/troubleshooting/sidekick-is-not-referencing-a-file-or-document) - [How to use Sidekick to draft and paste a Spruce message](https://www.tabflows.com/university/library/sidekick/how-to-use-sidekick-to-draft-and-paste-a-spruce-message) ## Related markdown Section index: [Marketplace](https://www.tabflows.com/university/library/marketplace.md) Alongside this page: - [Action marketplace directory](https://www.tabflows.com/university/library/marketplace/action-marketplace-directory.md) - [How to add or request new actions](https://www.tabflows.com/university/library/marketplace/how-to-add-or-request-new-actions.md) - [How to browse and filter actions](https://www.tabflows.com/university/library/marketplace/how-to-browse-and-filter-actions.md) - [How to use sidekick to create hint charges](https://www.tabflows.com/university/library/marketplace/how-to-use-sidekick-to-create-hint-charges.md) - [Understanding action details](https://www.tabflows.com/university/library/marketplace/understanding-action-details.md) - [What is action marketplace](https://www.tabflows.com/university/library/marketplace/what-is-action-marketplace.md) Start here: - [Tabflows](https://www.tabflows.com/index.md) - [Tabflows pricing](https://www.tabflows.com/pricing.md) - [Tabflows FAQ](https://www.tabflows.com/faqs.md) - [About Tabflows](https://www.tabflows.com/about.md) - [Contact Tabflows](https://www.tabflows.com/contact.md) - [DPC workflow software](https://www.tabflows.com/dpc-workflow-software.md) - [Directory](https://www.tabflows.com/directory.md) - [Workflows](https://www.tabflows.com/workflows.md) - [DPC finder](https://www.tabflows.com/dpc-finder.md) Every page listed in sitemap.xml has a markdown twin at the same URL with `.md` appended, or by sending `Accept: text/markdown` to the canonical URL. Wider index: [llms.txt](https://www.tabflows.com/llms.txt), [llms-full.txt](https://www.tabflows.com/llms-full.txt), [sitemap.md](https://www.tabflows.com/sitemap.md), [sitemap.xml](https://www.tabflows.com/sitemap.xml). Support documentation: https://www.tabflows.com/university/library — append `.md` to any article URL for its raw markdown.