Long Form Documentation

Overview

The long-form document generation feature enables users to easily create and export professional documents—such as Word or PowerPoint files—using customizable templates. This process allows you to automatically populate data and images from within the platform directly into your chosen document format, saving time and ensuring accuracy.

Creating a Document Template

Description

Document templates serve as blueprints for your exported files. They define the layout, structure, and data fields that the system will fill automatically during generation. Templates can include text, tables, images, and other dynamic elements that reflect your platform data.

Step-by-Step Instructions:

1. Access the Document Templates Page

   1. Go to the Document Templates section in your platform.

2. Create a New Template

   1. Select New Template and choose your preferred file type (Word or PowerPoint).

3. Add Dynamic Fields

   1. Insert placeholders (fields) that represent data from your system. Common options include:

      1. Property or project data points

      2. Narrative text fields

      3. Flex fields (custom data)

      4. Photos (e.g., cover images)

4. Save and Publish the Template

   1. After inserting your fields, click Publish to make your template available for use.

Note:

Use the Search bar within the template editor to find the right fields quickly. Unsupported fields will appear blank in generated documents.

Generating and Exporting a Document

Description

Once a template is created and published, users can generate fully populated documents that combine real-time data with custom design elements. This step transforms templates into ready-to-share documents.

Step-by-Step Instructions:

1. Open the Relevant Record

   1. Navigate to the record (such as a deal or project) you wish to generate a document for.

2. Select the Template

   1. Choose the desired published template from the available list.

3. Generate the Document

   1. Click Generate Document to begin. The platform will fill all placeholders with corresponding data fields.

4. Download the Completed File

   1. Once generation completes, select Download to save the finished Word or PowerPoint file.

Note:

Generated documents can include tables, images, and loops (for listing items like metrics or data tables). The process usually takes less than one minute.

Validating and Troubleshooting Templates

Description

The platform automatically validates templates when you upload or publish them to prevent formatting and data issues. Validation ensures that unsupported fields and syntax errors are flagged before document generation.

Step-by-Step Instructions:

1. Upload a Template

   1. Upload your file to the Document Templates page. The platform will check for any unsupported fields or syntax errors.

2. Review Validation Messages

   1. If there are issues:

      1. Unsupported fields will be listed and appear blank in generated documents.

      2. Syntax errors will prevent publishing. Download the file to view comments indicating the issue’s location.

3. Correct and Re-upload

   1. Make the suggested changes to your file and re-upload it.

Note:

A dedicated guide on creating advanced templates is available here to assist users with getting started.

Conclusion

The long-form document generation feature simplifies the process of creating consistent, data-driven Word and PowerPoint documents. By building validated templates and using automated data population, users can produce high-quality exports quickly and efficiently.