Create documents with AI

Configure reusable document agents, draft from approved context and review private AI findings before sending.

Create documents with AI

Use a document agent when you repeatedly create the same kind of estimate, proposal or agreement. The agent stores instructions, permitted tools, fixed content and default recipient roles; each generated document remains a separate instance for review.

Before you begin

You need permission to manage document agents and to create/edit documents. AI drafting and review require the relevant AI permissions and available model capabilities. You can upload and send a PDF without setting up an agent.

Configure a reusable agent

  1. Open Agents → Agent Types → Document Agents.
  2. Create an agent or install a starter template.
  3. Enter its name, description and drafting instructions. Explain the intended sections and which details must come from supplied context.
  4. Choose an available model and the tools it may use. Enable only the access needed for this task.
  5. Add fixed sections for approved clauses and choose reusable global sections where appropriate.
  6. In Branding, inherit the tenant default or choose a saved profile.
  7. Set default recipient roles and save the agent.

Fixed content is enforced by the application. The model drafts within permitted sections; document text cannot grant itself tools or permissions.

Create a draft

  1. In Documents, select Create document.
  2. Under Start from, choose your saved agent template, enter a title, choose branding and select Continue.
  3. In the Document step, fill in the available instructions and template variables, then select Draft with agent.
  4. Read the generated draft and correct editable content before proceeding.
  5. Correct the draft, then follow Recipients → Fields → Review and send.

Unsupported details should remain unfilled rather than be treated as known facts. Check amounts, dates and recipient details before sending.

Use private AI review

In a document, open Private AI review to look for missing information, conflicting statements and commitments. Remove PII from AI analysis starts enabled and affects the analysis payload, not the source PDF or signing record. Turning it off depends on workspace policy.

Findings link to supplied passages or accessible evidence and stay internal. Review a proposed commitment before creating its follow-up task. When applicable, ask for an explanation or inspect the proposed diff before accepting edits. For an uploaded PDF, continue as it is or replace the source to change its body.

For a question in your own assistant, select Ask AI · Copy context. Wait for Copied to clipboard, then paste the prepared context into that assistant. The confirmation appears beside the button. If copying fails, check your browser's clipboard permission and select the button again. The copied context follows the current redaction setting and workspace sharing policy.

Suggest fields with AI proposes recipient-specific field positions. Preview and confirm the suggestions before adding them. Suggestions do not sign or send the document.

Understand automation

Human review is the default. A workspace/template policy may allow variable filling and sending, or edits to specifically permitted sections followed by sending. Such policies do not bypass recipient consent, required signatures, permissions or locked content.

If AI is unavailable

You can keep editing, placing fields and preparing the document manually, then retry assistance later. An image-only PDF may be signable even when no readable text is available for analysis. A missing AI control can also reflect your role or workspace policy.

Next steps

Choose branding, prepare signing, or track the completed workflow.