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Design a template with AI from a simple description

Type “A bilingual tax invoice for our orders” in the AI panel inside the editor. It suggests a complete design with your real fields, and writes nothing before you approve.

5 min

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Before you start · for owners and managers
The permission to create or edit document templates + AI credit
  • You need: The permission to create or edit document templates + AI credit

Steps

1
Open the template and choose the AI panel.
2
Describe the document: its type, language and look.
3
Answer its questions if it asks any: the language, whose details go in the header, the signature, tax and the look.
4
Review the suggested design: the sections, the fields and the warnings.
Nothing is written until you approve.
5
Press Approve & write, ask for a change such as “Make the header navy”, or press Decline.

How it works

A change doesn’t rewrite everything: a change request edits only the sections it concerns and leaves the rest as it is.

The fields are real: every field in the design is checked against your unit’s fields. A field that doesn’t exist is removed, with the reason.

Layout check: before showing the design, it prints it and checks for unreadable text (text the same color as the background), empty space and overlapping elements.

Replacement warning: if the design keeps less than half of your page’s words, it warns you that approving will replace the document.

Protection from failure: if the run stops or fails after it starts writing, the document is put back as it was, and the message “The AI stopped before finishing — your document was restored” shows.

Conflict: if someone edits the document after you open the panel, the writing is refused. See Save a template, handle edit conflicts, and delete a template.

Supported document languages: Arabic, English and Turkish. Suggested sizes: A4 portrait, A4 landscape or A4 with narrow margins, Letter, and A5.

If something goes wrong

What you see
Why
What to do
“The AI service is busy”
The provider is busy, or your credit has run out.
Try again in a few minutes, or check your credit.
“Your document was restored”
The run stopped while writing.
Send the request again.
A field you asked for didn’t show
The field doesn’t exist in the unit.
Add it to the unit, then ask again. See Field types: the full list and when to use each.

A real example

Basma Clinics
The situation

The clinic has no designer, and treatment plans are typed in Word.

What they did
  1. The director asked: “A treatment plan for the patient in Arabic, with the procedures, the cost and the doctor’s signature.”
  2. She answered 2 questions, then approved.
  3. Then she asked to “Make the logo bigger”, and only the header changed.
The result

A professional template in 10 minutes, without a designer.

A made-up company, to show the idea. The numbers are rounded.

Good to know

At most 2 rounds of questions per document.
Up to 20 sections and 120 fields in a design.
Up to 4 sections in a single change request.
It doesn’t suggest charts from linked records.
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