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Editing a Memo

Learn how to edit a Lev Memo with AI in Studio, or download it to edit in PowerPoint and upload it back.

Updated October 2026

Lev Memo lets you edit your deck with AI or by hand in PowerPoint. Every Memo is a PowerPoint file that opens in Studio, where you describe changes in plain English and Lev Agent applies them to the deck. When you want full control, download the file, edit it in PowerPoint, and upload it back to the deal.

Opening a Memo in Studio

Studio is the home for every Memo you build. Open Studio in the left sidebar, then find your Memo on the Projects tab. Each Memo opens in a viewer with slide thumbnails, zoom controls, and the citations that link the deck's facts back to their sources.

Click the Memo's name at the top of the viewer to rename it. From the viewer's menu, show or hide Thumbnails, or turn on Citations to see where each fact came from. The Citations option only appears when the deck has citations. You can also preview the Memo from the deal's Resources tab and click Open in Studio.

Editing with AI

Edit with AI lets you describe a change in plain English and have Lev Agent update the deck for you.

Editing a Memo with AI in Studio
  • Open Edit with AI — Click More options in the viewer toolbar, then select Edit with AI.
  • Select what to change (optional) — Turn on Annotation mode, select a slide, element, or text, then click Add to chat.
  • Describe the edit — Tell the agent what to change, such as rewording a section or updating a figure, and send the message.
  • Review the update — Check the slides once the deck reloads with the agent's changes.

Lev saves each edit to the same Memo file, so the copy in the deal's Resources tab always reflects your latest changes.

Editing in PowerPoint

Download the deck to edit it in PowerPoint, then upload the finished file back to the deal so it's ready to share.

  • Download the deck — Click More options, then select Download.
  • Edit in PowerPoint — Open the file in PowerPoint and make your changes.
  • Upload the edited deck — On the deal's Resources tab, click Add content, then Upload files.

The upload is saved as a new file next to the original Memo. Give the files distinct names so you share the right version with lenders.

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