Create a template with AI

Adding tags by hand works well for short documents, but for a long contract or a report with dozens of fields it takes time. Create with AI does the work for you in one of two ways:

• Convert a document - upload an existing Word document and AI replaces the variable parts (names, dates, amounts, addresses...) with tags.
• Describe a document - explain in plain language what the document should contain and AI drafts a complete template, tags included.

Convert an existing document

1. Open the Templates page and click Create with AI.
2. Keep Convert a document selected.
3. Drop a .docx file into the dialog, or click to choose one.
4. Optionally, add guidance in the text box. For example: "Only the client details and the payment terms should change. Keep the company details fixed."
5. Click Create.

AI reads the document, decides which parts should become tags and creates the template. The original layout and formatting are kept.

Describe the document you need

1. Open the Templates page and click Create with AI.
2. Select Describe a document.
3. Describe the document in a few sentences: what it is, which sections it has, and which information changes for every document. For example: "A one-page quote for landscaping services with our company header, the client's name and address, a table of line items with quantity and price, a total, and a validity date."
4. Click Create.

AI drafts the whole document - text, structure and tags - so you get a starting point you can refine instead of a blank page.

Review the result

The new template opens like any other template. Take a moment to:

• Check the tag list on the Overview tab. Tag names should be meaningful, since they become the field names you fill in later.
• Open the Edit tab to rename, add or remove tags, or download the template and polish it in Word.
• Generate a test document from the Quick Document tab to see the result.