---
updatedAt: 2026-04-13T17:28:23.000Z
agentTools:
  projectIndex: https://support.docsumo.com/llms.txt
---

# Sidebar - Copliot, Chat, Form Request and more

The right-hand activity sidebar gives you quick access to collaboration, AI help, forms, tasks, logs, and sidebar settings.

The available tabs can include:

* `Copilot`
* `Ask AI`
* `Request Forms`
* `Tasks`
* `Activity Log`
* `Settings`

## Copilot

The `Copilot` tab is used for collaboration and action-taking inside the case.

<Image align="center" src="https://files.readme.io/40b400c23fa45f967213d7f1efbb97d2ca47bea5429644590b6338204b935f2b-03-copilot-ai-checklist-review-sidebar.png" />

### Writing in Copilot

The comment box supports:

* `Enter` to send
* `Shift + Enter` for a new line
* File attachments
* Emoji picker
* Mention picker
* Skill picker
* Optional context toggle for including or excluding case context

### Special Mentions

Copilot supports two system mentions:

* `@docsumo_support`
* `@sumo_ai`

These can create special tasks that appear in the `Tasks` tab.

### Skills

Skills are launched with `/skill-name`.

More detail on skill session.

## Ask AI

The `Ask AI` tab is a separate AI conversation space focused on asking questions about the case and its documents.

<Image align="center" src="https://files.readme.io/56dfbbb6bf612d375e5b7e7f5b1c4133452b2976b4c57e07687609ba00191140-04-ask-ai-chat-case-status-analysis.png" />

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### Plan and Working Folder

For longer AI runs, Ask AI may also show:

* A `Plan` section with execution steps
* A `Working folder` section with generated or in-progress files

This makes multi-step AI work easier to follow.

## Request Forms

The `Request Forms` tab shows forms sent to external recipients. These forms are usually created from Copilot with `/request-form`.

Request forms can be used to collect:

* Documents
* Answers to questions
* Table data
* Signatures
* Form-template style inputs

<Image align="center" src="https://files.readme.io/8a4308e33f402c40ab10e003060ab00c83d4ce1e32d4d40d76cf2b17979e3baa-05-request-form-submitted-responses.png" />

### Request Form Statuses

* `Draft`: The form exists but has not been sent yet
* `Sent`: The form was sent and is awaiting a response
* `Submitted`: The recipient completed the form
* `Expired`: The form is no longer active

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## Tasks

The `Tasks` tab is the action list for the case.

Tasks can be created automatically or manually. They may come from:

* Validation failures
* Missing required documents
* Workflow approvals
* Mentions in comments
* Unclassified documents
* Checklist items
* Manual user-created tasks
* `@docsumo_support` requests
* `@sumo_ai` requests

<Image align="center" src="https://files.readme.io/6929023ca24bd1f55067fbe1c7137ea5d9f67fe1ee3dac6de2f386491b9a948c-06-tasks-panel-action-required.png" />

### Task Views

The Tasks tab includes:

* `My tasks`
* `Docsumo`

Inside the `Docsumo` view, you can switch between:

* `This case`
* `All cases`

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## Activity Log

The `Activity Log` tab shows a timeline of case activity.

This includes:

* Comments and collaboration events
* Workflow-agent activity
* Case changes
* Other logged system events

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## Settings

The `Settings` tab controls sidebar visibility, automations, forms, skills, and variables for the case type.

It includes four sections:

* `General`
* `Forms`
* `Skills`
* `Variables`

## General Settings

### Automation

#### Auto-run skill on first open

Automatically runs a selected skill the first time Copilot is opened on a case with no existing comments.

This is useful for:

* Generating a checklist
* Creating a first-pass summary
* Running a default analysis flow

<Image align="center" src="https://files.readme.io/713ce34dc4e0f7166c5703a3b22f52d09a0de996f7a672c99493a21db3f2c540-07-settings-general-automation-display.png" />

#### Auto-execute case actions

When enabled, `/action` commands can execute immediately without a confirmation step.

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## Form Settings

The `Forms` section controls intake-form automation, public request-form appearance, email defaults, and reusable form templates.

### New Case Intake

#### Auto-send intake form

When enabled, a request form can be sent automatically when a new case is created.

<Image align="center" src="https://files.readme.io/b0fbd4c85afba22d93c174333017e7c1a0bf78b9b72333b7f96082934ccc0a21-08-settings-forms-branding-templates.png" />

### Form Templates

Form templates are reusable structured forms that can be referenced in Copilot and Ask AI, and used inside request forms.

You can:

* Create a form template in `JSON`
* Upload a fillable `PDF`
* Convert a PDF template into JSON
* Copy a sample JSON template
* Enable or disable a template
* Edit or delete a template

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## Variable Settings

The `Variables` section manages reusable values that can be inserted into Copilot and Ask AI with `{{variable-name}}`.

<Image align="center" src="https://files.readme.io/56b12a404e34a66e8edd72330567a2606c34e52a11349bf8c05ea8f4b889c641-11-settings-variables-text-and-file.png" />

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## Common Workflows

### Review and resolve a case issue

1. Open the `Overview` tab and review the case summary.
2. Open the `Validation` tab to inspect validation results.
3. Attach a validation table to a Copilot comment if needed.
4. Mention a teammate, `@docsumo_support`, or `@sumo_ai`.

### Collect missing information from an external user

1. Open `Copilot`.
2. Run `/request-form`.
3. Open the `Request Forms` tab.
4. Send the form and monitor responses.

### Work through follow-up actions

1. Open the `Tasks` tab.
2. Review `Action Required` items.
3. Complete, dismiss, approve, upload, or classify as needed.
4. Check `Resolved` for completed work.