Skip to main content

Generate a report document from a template

Use a document template, report data and recipient settings to generate a new document ready to send or download.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the Generate Document dialog​

From your reports or documents area, select the option to generate a document so that the Generate Document dialog opens as a slide-in or modal.

Open the Generate Document dialog

Step 2: Choose a document template​

Use the Template drop-down to select the type of document you want to generate, such as a report, letter or certificate, so the form loads the correct fields and defaults.

Choose a document template

In the Report or Document picker, search for and select the report or virtual document that should provide data for this generated document.

Link the source report or document

Step 4: Review and adjust auto-filled fields​

Check the fields that have been prefilled from the template and source report, then edit any titles, dates or custom values as needed.

Review and adjust auto-filled fields

Step 5: Complete required user input fields​

Fill in any remaining required fields, including text, numeric, date, checkbox, or list values so that validation passes without errors.

Complete required user input fields

Step 6: Manage array fields and lists​

For sections that accept multiple items, such as attendees or line items, use the Add and Remove controls to update the list before generation.

Manage array fields and lists

Step 7: Configure recipients​

Use the Recipient picker to add contacts or teams, apply "Same as previous" where available, and choose who should receive the generated document.

Configure recipients

Step 8: Set notification options​

Use the Notify toggle to decide whether recipients should be emailed or notified automatically when the document is generated.

Set notification options

Step 9: Apply or clear override values​

If you have overridden any template defaults, use the Clear overrides control to reset them back to the original template settings when necessary.

Apply or clear override values

Step 10: Use quick create for missing reports​

If the report you need does not exist yet, open Quick Create, complete the minimal report details, save it, and then link it as the source.

Use quick create for missing reports

Step 11: Use AI assistance for generated fields​

For fields that support generation, trigger AI-powered completion, review the suggested content, and accept or adjust it before continuing.

Use AI assistance for generated fields

Step 12: Confirm merge strategy and summary​

Review the confirmation summary, including how generated content will merge with existing data, and ensure the chosen strategy matches your expectations.

Confirm merge strategy and summary

Step 13: Run agent task automation (optional)​

If available, open the Agent task execution modal to let the system perform pre- or post-generation tasks automatically, then confirm when they complete.

Run agent task automation (optional)

Step 14: Generate the document​

Select the Generate or Express Generate option to create the document, then wait for the confirmation toast that shows the document has been created.

Generate the document

Step 15: Review and access the generated document​

After generation, open the new document from the confirmation link or documents list to review the output and share or download it as required.

Review and access the generated document

Last updated: 2026-06-27