Set up your templates
Add every document this case produces — Word and PDF. We learn the fields from all of them.
No templates yet. Add the Sale Deed (Word, with
{tokens}) and any PDF forms (Form 1, Declaration). One case can produce several outputs.How templates work
- Word (.docx) — put
{buyer_name}tokens where values go; filled by exact substitution → Word output. - PDF — keep the form as-is and drop a box on each blank; values are stamped into the boxes → PDF output, same layout.
- All templates share one extraction. Each value is read from your documents once, then filled into every template.