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Articles and video tutorials about the FileForge Desktop application.

Templates

This tutorial will guide you through using the template feature in FileForge. You will learn how to create templates and generate new documents efficiently.

1. Access Template Function

To begin this process, select the Templates function in the bottom left of your sidebar menu.

Access Template Function

2. Build New Templates or Add Existing Template

From there, you have two options. You can either choose to build a new template or add an existing template if you have one available.

Build New Templates or Add Existing Template

3. Begin New Template Creation

For this example, select Build Template.

Begin New Template Creation

4. Choose Reference File

In today's example, we're going to generate a template for an employee agreement. Choose file and search for that agreement.

Choose Reference File

5. Add Instructions and Start Template Generation

You then have the option to provide additional instructions. This example employee agreement is for FileForge Inc. and will be used for all new employees moving forward.

Add Instructions and Start Template Generation

6. Confirm Template

Confirm your new template is created and select it to open and review the template. Once confirmed, head back to the Home page.

Confirm Template

7. Generate New Employee Agreement

From the Home page, ensure you are on the Leverage tab. Then Select Template Writer. For today's example, let's say that you're getting a new employee at FileForge and need to generate a new employee agreement for them. I will put that within my prompt.

Generate New Employee Agreement

8. Run Template Matching Prompt

Run that prompt. FileForge will recognize that you're asking for an employee agreement and it will match that to your template.

Run Template Matching Prompt

9. Verify Template Format

Review this agreement. You can see that it follows the same format and filled in the content based on your prompt.

Verify Template Format
This tutorial demonstrated how to create and use templates within FileForge to generate consistent employee agreements. You can now build templates, generate new documents from them, and ensure company branding is maintained.
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