> For the complete documentation index, see [llms.txt](https://docs.documentero.com/documentation/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.documentero.com/documentation/ai/convert-document-to-template-ai.md).

# Convert Document to Template - AI

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.

<figure><img src="/files/1H29UF5PqVTp6Ne4Ot2N" alt=""><figcaption></figcaption></figure>

#### Before conversion

<figure><img src="/files/91kmg1BdTqRVw0k58FOM" alt=""><figcaption></figcaption></figure>

#### After conversion

<figure><img src="/files/S4PGoLZKJZqztDwxogpu" alt=""><figcaption></figcaption></figure>

#### 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).

3. **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.
4. **Checkboxes and selectable options**\
   It identifies real checkbox markers and converts them into dynamic options while keeping labels visible.
5. **Header/footer variables**\
   It also scans header and footer content, where important fields like dates, references, or document numbers are often placed.
6. **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.


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# Agent Instructions
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## Querying This Documentation
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Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.documentero.com/documentation/ai/convert-document-to-template-ai.md?ask=<question>
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The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.