Templates & Autofill

Placement is exact and deterministic: you set a field’s position, size, and page on the canvas, and autofill stamps the value at that same spot every run.

AI extraction reads each ingested file and pulls structured data into the fields you defined, bounded by your schema; you steer it with instructions layered from the single value up to a one-off run.

A computed output derives a value with a deterministic JSON expression (arithmetic, string work, date math, and conditionals over other case-data values) that re-evaluates live in the case detail and again at document generation, with $today and $now keeping date math current without re-extraction.

Bindings stamp values from outside the document (email sender or subject, today's date, or your company profile) onto generated output at fill time; they resolve at generation and are never stored in case data.

Source tabs in the document bar assemble a template's output from ordered workspace document sources, blank pages, and an optional form; Document reflows lets fill re-find each field's anchor when the document layout shifts.

A template can define an output filename pattern with {token} placeholders; generated PDFs save to the case Documents section under Files Generated, tagged with the template output category and named by that pattern.

Batch templates fill one row-repeating document against many cases at once, while a "Run with your documents…" run fills any template against your own PDFs without creating a case.

Open a file in the case review modal, pick a template in the right-side Autofill rail, click Autofill, and the finished PDF lands in the case Documents section under Files Generated, tagged with the template output category.