Document templates

Overview

Pursuit document templates are team-level Word-style layouts with variable placeholders — company name, VAT, pursuit title, banking fields, and more. Generate consistent offer documents inside pursuits without rebuilding headers and legal blocks every time.

Templates live at team level; generated files land in each pursuit's Documents library. Variables resolve from Team settings and pursuit context at generation time.

Tip: Before first live generation, confirm you have:

Completed Company profile, Legal representative, Banking
One template per document type your authorities expect
Test-generated from a sandbox pursuit
Correct language on template metadata
Editor connection healthy (OnlyOffice / collaborative driver)

Caution: Templates do not auto-update already-exported PDFs — regenerate after template or settings changes.

How to open

Path	Steps
Team management	Knowledge → Document templates
Pursuit documents	Link when no templates exist

List page layout

New button (+) → create flow.

Template grid

Each entry shows:

Template icon (by document kind)
Name and metadata
Hover cog or right-click context menu

Entry actions

Action	Result
Edit	Template editor page
Delete	Removes template (loading indicator while processing)

States

State	UI
Loading	Placeholder rows while data loads
Empty	Empty state — create first
Error	Empty + Retry
More pages	Load more

Creating a template — numbered steps

Knowledge → Document templates → New.
Enter template name and description.
Choose language.
Pick creation mode: blank document vs. upload starter file.
Select document kind / engine.
Submit — editor page opens for variable placement.
Drag variables from catalog into document body.
Save metadata and document content.

Template editor

Panel	Purpose
Metadata	Name, language, kind
Variable catalog	Drag into document
Editor connection	Collaborative editor bootstrap
Credits badge	AI credit balance (header)

Variables examples: Company Name, Company VAT Code, pursuit fields — resolved at generation.

Using templates in pursuits

Open pursuit Documents module.
New document from template.
Select team template.
Document setup maps pursuit-specific values.
Generated file appears in library.
Open Document editor for final edits.

Missing settings → "complete" placeholders — finish settings first.

Relationship to other knowledge

Asset	Role
Team settings	Variable values
Document templates	Layout + placeholders
Content library	Free-text for AI writer
Pursuit documents	Generated outputs

Country and pursuit type

Create separate templates per language/country profile. Pursuit overview country configuration drives which pursuit modules appear — templates are team-wide but generation happens per pursuit.

Permissions

List: knowledge access. Create/edit/delete: often administrator role.

Best practices

One template per authority-expected doc type (technical annex, financial cover, etc.)
Use variables — never hard-code legal names in template body
Sandbox pursuit test before deadline week
Version major layout changes as new template; old pursuits keep prior outputs
Pair with Content library for narrative inside generated shells

Edge cases

Symptom	Cause	Action
Variables show "complete"	Empty settings	Complete settings; regenerate
Editor won't connect	Connection failed	Retry network
Template missing in pursuit	Wrong active team	Switch team
Wrong language output	Template metadata	Duplicate template per locale

FAQ

Do templates auto-update old PDFs?

No. Regenerate documents.

Templates per country?

Recommended — separate files per locale/profile.

Works standard forms vs templates?

Works uses Construction standard forms country catalog — templates for custom team layouts.

OnlyOffice required?

Editor driver typically OnlyOffice for DOCX.

Delete template in use?

Old generated files remain; new generation blocked for deleted template.

No — team-scoped like all knowledge.

Company profile
Content library
Documents library
Document editor
Create standalone pursuit

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