Templates

A Form Fill template is a saved target form — the PDF or DOCX you fill into — so you can reuse it across runs without uploading it every time. Any form options you set are saved with it too.

Note: Form Fill templates are different from Universal Document Analysis templates. UDA templates store the fields to extract; Form Fill templates store the form to fill.

Save a target as a template

You create a template while setting up a run, from the Target section:

1. Keep Upload target selected and upload your PDF or DOCX form.
2. Tick Save this target as a reusable Form Fill template.
3. Enter a Template name (required) and an optional Template description.
4. Set any form options — Fill entries in chronological order, and Allow AI to add new rows or columns for DOCX forms. These are saved with the template.
5. Click Run Form Fill. The target is saved as a template at the same time the run starts.

Tip: Saving a target as a template doesn't change how the current run works — it just keeps a copy of the form (and its options) for next time.

Use a template

1. In the Target section, switch to Saved template.
2. Open the Saved target template dropdown and choose your form. Each entry shows its name and format, for example Engagement Letter (DOCX).
3. The template's original filename, description, and saved options load automatically. Adjust the options for this run if you like — your changes apply to this run without altering the saved template.

If you haven't saved any templates yet, the dropdown shows a reminder to upload a target and save it as a template first.