Your first workspace in 5 minutes

Create a workspace, add a template, upload a sample file, and run autofill. Five minutes, end-to-end.

By the end of this walkthrough you'll have a generated PDF in hand — no coding, no config files.

What you need

• Owner or Member access on your organization, with a Pro subscription (workspace create/save requires Pro)
• A sample PDF form you want to fill automatically (any existing form will do)
• About five minutes

Core concepts before you start

Workspace

A workspace groups everything for one process: inbox, templates, categories, dashboard config.

Template

A template is the blueprint for a generated document. It defines fields, their sources, and their placement on the page.

Field

A field is a named concept on a template. It has a name, a type, and a source (question / extracted / static), plus one or more outputs that produce values in case data.

Walkthrough: building your first workspace

Step 1: Create the workspace

If you have no workspaces yet, you'll land on /templates instead of the dashboard — create a workspace from the switcher there.

1. Open the workspace switcher in the dashboard sidebar.
2. Click Create Workspace.
3. Give it a short name — Invoice Intake is a good first one.
4. Click Save. You're now in the empty workspace's dashboard.

NameInvoice Intake

Cases0

Templates0

MailboxesInbox / Archived / Trash

Step 2: Add a template

1. Click Templates in the top nav.
2. Click + New template.
3. Upload your sample PDF. The template studio opens with the PDF on the canvas.
4. Give the template a name — Invoice Summary works.

Step 3: Add two fields

1. Click + Field in the Fields panel.
2. Name it Invoice Number, set type to text, and set source to extracted.
3. Click on the PDF canvas where the invoice number should appear. A field placement marker lands where you clicked.
4. Repeat for a second field: Vendor Name, same type and source.

NameInvoice Number

Typetext

Sourceextracted

Step 4: Save the template

Click Save in the top-right. The template is now part of the workspace and ready to run.

Step 5: Run autofill

1. Open the template you just created (still on the Templates page).
2. In the template editor's right sidebar, find the Quick Fill card.
3. Upload the sample PDF as the source.
4. Click Fill & Download.

The engine extracts Invoice Number and Vendor Name from the source file, then writes them to the exact coordinates you placed. Download the result.

Common patterns

Start small

Don't try to map 30 fields on your first template. Pick the 2–3 values that matter most, get autofill working end-to-end, then add fields one at a time.

Test with Quick Fill first

Quick Fill runs a single template against a single file without touching your case inbox. Use it to validate a new template before hooking it up to the main workspace.

Iterate on the configuration

Templates are live configuration. Edit a field, save, and the next autofill run uses the new version. No deployment, no rebuild.

Troubleshooting

The extracted values are wrong. Check the field's source. extracted pulls from AI extraction over the source file; question pulls from a form the user fills in. For AI-extracted values, refine the prompt on the zone- or prompt-kind output in the field's Outputs section.

The field text lands in the wrong place on the output PDF. Coordinate placement is exact. Click the field in the canvas and drag it to the correct spot, or type exact x/y values in the field properties panel.

I don't see Quick Fill in the template editor sidebar. Quick Fill only appears after the template is saved and has at least one field placement. Make sure you saved the template and placed at least one field on the canvas.

Related

• What is Document Blueprint?
• Creating a template
• How autofill works