Front Office AI Support Hub

Document templates

Create simple, reusable document templates

Create a template

Looking to set up your docs using Front Office AI? Follow the below steps:

Click the Templates tab of your organisation then click the Documents tab.
Click the ACTIONS button to create a new template. You can opt to start from a blank templates or use an existing one. We will assume it is the first time you are creating a template.
Provide information such as document name and description. You can also add additional notes and set the visibility as required.

Below, you'll find explanations for each of the tabs that appear after creating a template:

The Draft tab is where you enter text and edit template content.
Formatting options are visible above the template, including headings, font and bold.
The toolbar below the template title includes buttons to create, delete, preview and publish drafts.

The Fillers tab enables the document editor to create custom fields for users (internal and external) to complete.
Click ADD FILLER as required each time you need to assign a group of placeholders to a new user.
Click ADD PLACEHOLDER to create additional custom fields.
Front Office AI highlights the placeholders that have been added to the template in green.
Once all placeholders have been added return to the Draft tab to insert them into the template using the INSERT CONTENT button. This will prompt a drawer menu to open from the right hand side of the screen with all the placeholders available to insert into the draft.

All document changes are tracked in real time and versioned.
Compare changes between template versions side by side from the COMPARISON tab.
Edit templates from previous versions using the dropdown menu provided.
Changes made to templates are updated automatically.

The Properties tab lets users update document attributes and invite collaborators to make edits in real time.
Click ADD COLLABORATOR and search for the user you want to invite. The user must be a member of your organisation to be added as a collaborator
Include a detailed message for the collaborator providing sufficient information for them to understand your invitation and its context. Click SUBMIT.