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Generate a project document from a template

Use a pre-configured template to generate a project document, with options for guided entry or JSON input, report selection, and saving/loading default values.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the Generate Document dialog​

From your reports or project view, select the option to generate a new document; the Generate Document dialog opens, showing template and input options.

Open the Generate Document dialog

Step 2: Choose a document template​

In the Template dropdown, select the document template you want to use; the form updates to show the relevant input fields and options for that template.

Choose a document template

Step 3: Select input mode (Guided or JSON)​

Use the mode toggle to choose either Guided mode, which displays user-friendly form fields, or JSON mode, which lets you paste or edit raw JSON for advanced control.

Select input mode (Guided or JSON)

Step 4: Provide a custom document title (optional)​

Enter a custom title in the Title field if you want the generated document to have a specific name instead of the default template name.

Provide a custom document title (optional)

Use the searchable report selector to find and attach one or more existing reports that should be referenced or included in the generated document.

Link relevant reports

Step 6: Fill in guided input fields​

In Guided mode, complete the visible input fields, checkboxes, switches, text areas, and any array-style rows; these values will be merged into the template when generating the document.

Fill in guided input fields

Step 7: Enter or edit JSON input​

In JSON mode, paste or type the JSON payload that represents your document inputs; ensure the structure and field names match what the template expects.

Enter or edit JSON input

Step 8: Expand and override template defaults​

Use the overrides section toggle to expand any advanced or pre-filled values; adjust them as needed to override the default behaviour for this specific document.

Expand and override template defaults

Step 9: Load saved default values​

Click the option to load template defaults for this project; previously saved default inputs are applied automatically to the relevant fields, reducing repetitive work.

Load saved default values

Step 10: Save current inputs as new defaults​

After configuring the fields, choose the option to save these entries as the new defaults for this project and template, so they can be quickly reused next time.

Save current inputs as new defaults

Step 11: Generate the document​

Review your inputs, then click the Generate or Create button; the system validates your data, generates the document using the selected template, and closes the dialog when complete.

Generate the document

Step 12: Review the generated document​

Once generation finishes, open the newly created document from your reports or documents list to verify the content and confirm that all fields and references are correct.

Review the generated document

Last updated: 2026-01-10