DOCS · GUIDE

Templates.

Build versioned, ordered report instructions without writing executable code.

Structured editor

Templates have a base instruction plus ordered required or optional sections. Preview compiles the exact prompt that report generation receives.

  1. Add, duplicate, delete, or reorder sections.
  2. Mark required sections.
  3. Preview the compiled prompt.
  4. Test against an existing upload without creating a report.

Ownership and revisions

System templates are read-only. Paid/trial individuals own personal templates; organization admins manage shared templates. Each edit preserves the prior snapshot for restore.

Current limitations

  • Output is PDF only.
  • Imported Markdown or Word content remains an unsaved draft until you confirm it.

Reports · Getting started