Three pieces of tooling ship with every Vertex template suite: an AI tailoring agent that personalizes branding without touching content, a custom Word ribbon with one-click cleanup actions, and a VBA macro library for the formatting tasks that eat hours.
Most AI in regulatory writing today either over-promises (generates content) or under-delivers (chatbot Q&A). Vertex's tailoring agent does one specific thing very reliably: applies a sponsor's brand kit across an entire template suite without seeing a single word of clinical content.
Logos. Header and footer placement. Title page layout. Cover-page sponsor block. Color palette in figures. Body styles for sponsor typography. Document properties (author, company, subject). Page setup matched to the sponsor's publishing tool of choice.
Section headings. Body text. Tables. Cross-references. Bookmarks. Anything inside a Vertex example-text block. The tailoring agent operates on document chrome, not document content. No clinical data ever enters a model.
The agent never reads body content. Inputs are: a sponsor brand kit (logos, colors, fonts) plus the Vertex template files. Outputs are: re-styled template files. No content extraction, no embedding, no model training on sponsor data.
Every Vertex template suite installs a Word ribbon — Vertex Tools — with the high-frequency cleanup actions one click away. The same toolbar supports authoring and post-content QC.
Apply the Vertex style suite — headings, body, tables, captions, lists — across an active document with a single button. No manual style cleanup.
Remove resolved comments cleanly (no orphan bubbles), format tracked changes for review-ready output, and update all fields in the right order.
Every macro behind the Vertex ribbon is also available standalone. Drop the .bas files into your existing template environment if you'd rather use them outside the full Vertex suite.
Source language defined once propagates across the suite. Change the trial title in the protocol; the IB and CSR pull the update.
Formatting checks before a document goes to the publisher: orphan headings, table-row continuation, section breaks, page breaks. Reports a punch list.
It doesn't. Vertex separates branding (AI agent, no content access) from content (templates with example text written by humans). The wall is mechanical, not policy. The agent literally never reads body text. Your clinical data, sponsor information, and document content stay confidential to your environment.
The ribbon and VBA library are tested across Mac and PC environments under Microsoft 365. The library includes a self-test macro that verifies environment compatibility on first run, so you'll know in seconds whether everything works on your setup.
Demo runs the AI tailoring agent on a real brand kit and walks the ribbon and macro library. 30 minutes.