Managing document templates
Document templates make fixed Word documents available for Text to document. Users can choose active templates from the environment and, where applicable, from their school or branch.
Uploading templates
Upload a .docx file, then provide a title, description and visual type. The application reads the tags and creates a SurveyJS form for the document tool. The first card on the Templates page explains this and contains the upload action.
Fields in Word
Use single braces for fields, for example {klantnaam}, {datum} or {onderwerp}. Type each tag as one continuous piece of text in Word.
Repeating fields and tables
For repeating rows or lists, use easy-template-x loops, for example {#agendapunten}{nummer}. {agendapunt}{/agendapunten}. Put inner fields such as {nummer} and {agendapunt} inside the loop.
Images and logos
For images, place a placeholder image in Word and put the tag in the alternative text, for example {logo} or {afbeelding}. The form uses the media manager to select the image.
Availability
Templates can be enabled or disabled. Disabled templates are kept for administrators, but are not offered to users.
Reserved tags and privacy
Use reserved tags whenever possible. They are pre-filled from the application and replaced only after the AI has filled the form.
Audience per template
For a school or branch template, choose the audience during upload or through Edit details: the whole school, specific people (staff or students), or specific departments. Select at least one person or department and save. The template card shows the audience, which can be changed later with the same management permissions. Existing templates remain available to the whole school until you change the audience. Departments come from school administration; access follows the employee’s current departments. Access is checked again when selecting and using a template, including from an existing chat. Environment templates retain their existing availability.
Create or edit template with AI
Choose Create with AI in the toolbar or Edit with AI on an existing template. Upload a Word document and click Generate proposal. Additional instructions are optional. AI identifies the fields and preserves the formatting and logo.
Describe the template or changes. Review text and fields and view a sample before saving.
