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Templates

Upload document templates for the AI to reference. When you ask the AI to create a document, it can search your templates and use them as a starting point.

Upload a template

Templates support the same file types as attachments: .docx, .pdf, .txt, .rtf, .md, .html, .htm.
Template processing is synchronous — the template is ready immediately after upload.

List your templates

Delete a template

How the AI uses templates

When you ask the AI to create a document (e.g., “Draft an NDA”), it searches your uploaded templates for relevant matches. If a template fits, the AI uses it as a starting point and customizes it based on your instructions. Templates are scoped per user or organization — your templates are only visible to you.