Document Templates

Document Templates are your firm's own Word (DOCX) and Excel (XLSX) files, such as a proposal, a renewal report or a schedule of insurance. The Assistant fills them in so generated documents match your firm's layout.

How to add a template

1. Go to Settings → AI Assistant → Document Templates.
2. Click Add Template.
3. Upload a .docx or .xlsx file.
4. When you see "Template successfully uploaded!", it appears in the Organisation Templates list with its name, size and last-modified date.

Preparing a good template

• Give it a clear name users will recognise, e.g. Renewal Report Template.docx.
• Use clear section headings (Client Details, Cover Summary, Recommendations) so the Assistant knows where content goes.
• Remove leftover client details from old documents.
• Templates need placeholder tags eg: {{client_name}}

Example Document Template

Using a template in a conversation

Ask the Assistant by name, e.g. "Using our Renewal Report Template, create a renewal report for the attached policy schedule." The finished document appears as a Generated Template Document card to download.

Here is the example of a Generated Document from the template above: