Combining & reflowing documents

The document bar and its layouts

The document bar sits in a dedicated row directly above the preview canvas, not in the top nav. The editor toolbar (undo/redo, page navigation, field types, zoom, split Run button, +More menu) sits just above it; the global nav keeps only Save/Discard.

The bar picks one of three layouts automatically from the template's contents (no manual toggle):

• Multi-source (default): full tab strip; the Data tab leftmost, then one tab per source; drag sources to reorder.
• Data-only: a minimal Data label row, for templates with no sources yet.
• Form-only: a minimal Form label with × button, when the template has only form questions and no PDF source.

A brand-new (empty) template shows only + Add. Adding a source to a single-source template promotes it to multi-source the moment the new tab lands.

What a tab points at

Every page in the output comes from a tab, and each tab occupies a range of pages in the final PDF. A tab references one of:

• A workspace document (preferred): a PDF blueprint (cover sheet, letterhead, terms page, blank form) uploaded once and reused across templates. Documents are workspace-owned and shared by every template and automation; manage each from the template that uses it. Adding a document here is also what tells the picker which incoming files this template consumes: there is no separate tagging step, and a rename reaches every template at once.
• Another template's output: for aggregating templates that stitch other templates' outputs into one packet; points at the upstream template by ID.
• A blank-page placeholder: shown as ⬜ Blank; a separator or reserved space for stapling/signature.
• The Data tab: always present and always leftmost. It shows every field's value from the template's last run, collects question answers inline, and owns the Run button. It cannot be removed. (Template-level AI Instructions are edited in the details dropdown, not here.)

Per-tab vs source-level settings

Each source tab's chevron (multi-source) or ⋯ (single-source) opens a popover with row-only settings: AI instructions for this row (augments extraction for fields sourced here) and Include pages from source (an "All pages" tri-state plus per-page checkboxes with thumbnails, to slice a multi-page PDF down to the pages this template needs). Template-reference tabs show both; blank tabs show only a page-count stepper and orientation toggle.

Document-level settings (rename, colour, Replace PDF, delete) live in the tab's chevron dropdown under Document settings, which says out loud that they apply to every template using that document. The details dropdown (click the template name in the toolbar) shows a read-only Routed from chip per derived input category.

Page navigation lives in the toolbar's page navigator (between undo/redo and zoom), walking pages within the current document ("1 / 5" through "5 / 5", regardless of where that document sits in the combined output); click a tab to switch documents. It hides on the Data tab and single-page documents.

The + Add popover (right end of the bar) lists Sources from this workspace (name, category chip, lightning-bolt automation chips; a source can appear more than once; search appears above 8 sources) and Other: Upload new file (pick a PDF and name it; the preview then jumps to the uploaded document) and Blank page (1 portrait page). A brand-new template's starter blank page is replaced by the first real document you add, so your form starts on page 1; a blank page you added on purpose stays put.

Document reflows

Placement is normally exact and fixed, perfect when the document never changes. Turn on Document reflows (details dropdown, bottom, beside output-category and file-name; only on file-generating templates) when content can grow, shrink, or shift: an extra paragraph or longer scope pushing a signature block down or onto the next page. At fill time the AI reads the document, locates each field's anchor (its printed label and the line it sits on) and stamps the value where that anchor sits now. With it off, fields render at saved positions and fills stay instant, so enable it per template, not by habit. The repositioning pass only runs when the toggle is on.

Each write zone gains an optional Anchor hint naming what the field attaches to. Hints are optional (the AI usually works out the anchor from context) but sharpen placement on busy pages with several similar lines. Fields that fill named PDF form fields are placed by name, never coordinates, so reflows never moves them.

FieldBid Price

HintTo the right of the BID PRICE: $ label, resting on the underline

Troubleshooting

• Anchor can't be found: the field stays exactly where you placed it (never a random guess). In Test & Preview, a notice above the preview lists how many fields couldn't be auto-placed and were left at the template position; verify there before relying on output. If one field keeps landing slightly off, give it an anchor hint that names the label and edge relationship ("to the right of TOTAL:, on the underline").
• Deleting a source is orphan-tolerant: a tab pointing at a deleted source stays as "Missing source" and renders blank pages where its pages would have been. Repair by removing the dangling tab (×), re-adding the replacement from + Add, then dragging it into position.

Related

• Field placement
• Managing document sources
• Running autofill
• Assemble the transmittal: see it in action