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Generate a Document from Template

Generate formatted documents automatically from templates using project data and custom field values. Review the generated document and save new versions as your project progresses.

Audience

This guide is designed for project-manager.

Steps​

Step 1: Navigate to Generated Documents​

From Reports, click the Generated Documents tab, then the Documents sub-tab. This shows all previously generated documents. Click Generate New Document button to create a new document from a template.

Navigate to Generated Documents

Step 2: Select a template​

In the Generate Document dialog, select the template you want to use. You'll see the template name, description, and scope (Project or Organization). Only published templates are available for selection.

Select a template

tip

Templates are organized by scope and type.

Step 3: Configure custom fields​

If the template requires custom field values, a form appears. Enter or select values for each required field. Some fields may have default values or dropdown options. Hover over fields to see descriptions.

Configure custom fields

tip

Red asterisks (*) indicate required fields that must be filled before generating.

Step 4: Provide user inputs​

If the template has user input sections, provide the requested information. This might include executive summary, key findings, recommendations, or other user-specific content based on the template design.

Provide user inputs

tip

You can switch to JSON mode to paste structured input if preferred.

Step 5: Override document title (optional)​

By default, the document uses the template name as title. Optionally override this with a custom title like "Q4 2025 Project Report" or "Site Survey Analysis". Leave blank to use the default.

Override document title (optional)

Step 6: Generate the document​

Click Generate Document. The system processes your inputs and generates the document, which typically takes 10-30 seconds. You'll see a progress indicator.

Generate the document

tip

Do not close the dialog during generation.

Step 7: Review generated document​

Once generation is complete, the document appears in the preview panel. Review the content, formatting, and auto-populated values from your project data. Ensure everything looks correct before saving.

Review generated document

tip

You can edit the document content if needed - click Edit to modify.

Step 8: Save or export document​

To save the document to the project, click Save Document. To export immediately as PDF, click Export PDF. Saved documents receive a status (Draft, Valid, Current) and can be versioned.

Save or export document

Video Tutorial​

Last updated: 2025-12-08