Convert Document to Template - AI

Convert existing documents into dynamic templates automatically with AI-powered field detection and smart structure mapping.

AI Convert is designed to take a completed .docx document and turn it into a reusable template with dynamic fields. Its goal is simple: keep your original document structure and wording, but replace the parts that should vary (names, dates, amounts, IDs, rows, options, etc.) with placeholders.

Instructions

• Go To Documents/Templates

• Click "AI - Convert document to template"

• Provide your document in .docx format in modal and click "Convert with AI"

• After processing you will be moved to new template overview page with template preview and all detected fields.

Before conversion

After conversion

What AI Convert looks for

1. Fill-in blanks and empty slots It detects places where users are expected to enter data, including dotted lines, underlined blanks, and empty cells in forms/tables.

2. Table context It analyzes table structure to understand whether a table is:

• a fixed label/value form (for example: Company | [empty value]), or

• a repeatable data table (for example: multiple item rows, measurements, participants).

1. Repeated patterns If multiple rows or list items represent the same type of record, it tries to convert them into repeatable template sections instead of creating duplicated static placeholders.

2. Checkboxes and selectable options It identifies real checkbox markers and converts them into dynamic options while keeping labels visible.

3. Header/footer variables It also scans header and footer content, where important fields like dates, references, or document numbers are often placed.

4. Context-based field naming It tries to name placeholders based on nearby labels and sentence context, so fields are meaningful and easier to use later.