Documentation

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Getting Started
Learn the basics of using Veritas ESG
  • Creating Your Account
  • Understanding Credits
  • Your First Report
Report Generation
How to create professional ESG reports
  • Choosing a Report Type
  • Required vs Optional Inputs
  • Framework Selection
  • Generation Process
AI Editor
Refine your reports with AI assistance
  • Edit Actions
  • Diff View
  • Edit Pricing
Export Options
Download and share your reports
  • PDF Export
  • DOCX Export
  • JSON Export
  • Copy to Clipboard
Credits & Billing
Managing your credit balance
  • Purchasing Credits
  • Credit Tiers
  • Transaction History
  • Refund Policy
Administration
For admins and superadmins
  • User Management
  • Role Permissions
  • Credit Top-ups
  • Pricing Control
Security & Privacy
How we protect your data
  • Zero Data Retention
  • No AI Training
  • Encryption
  • Audit Logging

Getting Started

Creating Your Account

Sign up using your email or OAuth provider. New accounts receive complimentary credits to explore the platform.

Understanding Credits

Credits are the currency for generating and editing reports. Different report types cost different amounts based on complexity.

Your First Report

Navigate to the Report Catalog, select a template, fill in the required inputs, and generate your first ESG report.

Report Generation

Choosing a Report Type

Browse 45 templates organized by category. Each report shows its credit cost and complexity tier.

Required vs Optional Inputs

Required fields must be completed before generation. Optional fields can be left as "Not Provided" and will be clearly marked in the output.

Framework Selection

Choose which ESG frameworks to align your report with. The AI will generate a Framework Alignment Appendix mapping your content to selected standards.

Generation Process

After submitting, the AI generates your report in 1-3 minutes. Credits are charged upon successful generation. Failed generations are automatically refunded.

AI Editor

Edit Actions

Choose from: Rewrite Professionally, Make Concise, Expand with Details, Add Executive Summary, Align to Framework, or Board-Ready Tone.

Diff View

See exactly what the AI changed with highlighted additions and deletions. Accept or reject changes individually.

Edit Pricing

Edits cost 2 base credits plus 1 credit per 700 words. The cost is shown before you confirm the edit.

Export Options

PDF Export

Generate print-ready PDF documents with professional formatting, tables, and your organization branding.

DOCX Export

Download editable Word documents for further customization in Microsoft Word or Google Docs.

JSON Export

Export structured data for integration with other systems or programmatic processing.

Copy to Clipboard

Quickly copy report content to paste into emails, presentations, or other documents.

Credits & Billing

Purchasing Credits

Choose from Starter (100 credits), Pro (500 credits), or Enterprise (2000 credits) packages. Credits never expire.

Credit Tiers

Tier 1 (10 credits): Quick reports. Tier 2 (25 credits): Structured ESG. Tier 3 (60 credits): Advanced/Regulatory.

Transaction History

View all credit purchases, usage, and refunds in your Credit Wallet. Every transaction is logged for transparency.

Refund Policy

Failed report generations are automatically refunded 100%. Contact support for other refund inquiries.

Administration

User Management

SuperAdmins can create users with initial passwords, force password resets on first login, and enable/disable accounts.

Role Permissions

Users can generate reports. Admins can manage pricing and credits. SuperAdmins have full system access.

Credit Top-ups

Admins can add credits to user accounts manually. All top-ups are logged in the audit trail.

Pricing Control

Admins can override default credit costs for any report type to implement custom pricing.

Security & Privacy

Zero Data Retention

Customer report content is never stored. Data exists only in memory during generation and is purged immediately after.

No AI Training

Your data is never used to train AI models. We do not store prompts or responses for training purposes.

Encryption

All data in transit is encrypted with TLS. Authentication uses secure OAuth protocols.

Audit Logging

Admin actions and credit transactions are logged for compliance. Logs contain only metadata, never content.

Frequently Asked Questions

Quick answers to common questions

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