What it is and what it is for
A document template is your letterhead with placeholders, for example for a quote, invoice, letter or certificate. PaperOffice turns it into a PDF and files it in the workspace. The Document templates page is available from the Corporate plan. Only administrators can create and change templates. In the app, a Creator Agent fills the template. To create a PDF with your own values, use the API or MCP.
How it works
- Open Document AI → Document templates and click New template.
- Choose From starter or Blank template.
- Adjust the Content, Fields & sample data and Page tabs.
- Click Check template and look at the Preview. Save with Create template.
- To use it in the app, choose Create Creator Agent on the template.
Good to know
- To reuse a Word document with your letterhead: Documents → select the document → Actions → Agents & workflows → Use as document template. This works with Word, OpenDocument, RTF, HTML and text files. PDF files are not supported yet.
- The result is always a PDF.
- Every content change creates a new version. You restore older versions in the Versions tab.
- Templates cannot run scripts or load external content. Images must be embedded.
- Deactivated templates can no longer be used by Creator Agents and the API. Their versions are kept.
- Every created document is a paid feature.