Automation
Template Filling
Template Filling takes a DOCX template you provide and fills its placeholders using information extracted from the documents in your project. Useful for RFIs, variation notices, transmittals, submittal cover sheets, ITPs, monthly reports, or any recurring document your team produces from a standard format.
Overview
Template Filling takes a DOCX template you provide and fills its placeholders using information extracted from the documents in your project. Useful for RFIs, variation notices, transmittals, submittal cover sheets, ITPs, monthly reports, or any recurring document your team produces from a standard format.
When to use which
If you have a blank DOCX template with placeholders, use Template Filling. If you need a brand-new document and don't have a template, use Document Generation.Template Filling
- 1
Click "Template Filling" in the sidebar
The page loads with upload zones for your source documents and blank template.
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Upload your files and click "Fill Template"
Drop in your source documents and blank DOCX template, then click "Fill Template". The filled document appears with every value cited back to its source — export as DOCX when ready.
History
Every filled template and generated document is saved under History in the left sidebar. From there you can re-open, re-export, or regenerate any past document. Running the same template again on an updated project pulls the latest information without losing the edits you made to earlier versions.
Citations stay with the document
When you re-open a past document from History, the original citations remain intact. You can click any cited value to jump straight to the source document and page.