> ## Documentation Index
> Fetch the complete documentation index at: https://docs.odella.ai/llms.txt
> Use this file to discover all available pages before exploring further.
# Overview
> Advanced document processing that helps your AI employees create professional documents from your firm's precedents
## Transform Your Precedents Into AI-Powered Documents
Upload your existing templates, and your AI workforce can populate one document or an entire bundle from data in evidence files, transcripts, email correspondence, forms, or other source material. Delegate the work to your AI employee and they handle template selection, data extraction, and document population.
Upload your existing PDF and Word documents. Transform your firm's templates into intelligent, automated document generation tools.
Support for variables, conditionals, loops, equations, and field-level instructions for complex document logic.
Extract and populate data from evidence files, transcripts, emails, forms, databases, and structured or unstructured sources.
Generate one document or an entire bundle in a single delegation.
Your AI employees can automatically select the right template based on the task you delegate. Just describe what you need, and they handle template selection and data extraction.
## How It Works
Upload your existing PDF or Word documents. These become the foundation for your AI employees' document generation capabilities.
PDF templates use AI-powered form field detection. Word templates support Mustache-like syntax with variables, conditionals, loops, and equations.
Ask your AI employee to generate documents via email, chat, Slack, or Teams. They extract data from source materials and populate the right templates.
Your AI employee delivers completed documents ready for review. Make any necessary adjustments before finalization.
## Template Types
**Best for:** Government forms, applications, and standardized documents
**Use when:** You need exact formatting, fixed layouts, and precise field placement.
**Best for:** Contracts, letters, correspondence, and complex documents
**Use when:** You need flexible layouts and content that changes based on source data.
## The Templates Page
The Templates page is where all your firm's templates live. Reach it from the left sidebar; the header reads "Templates — Templates let you create new documents within seconds."
The page provides:
* **Search templates** — find a template by name.
* **Sort** — reorder the list.
* **New Template** — opens the upload wizard (see below).
Each template appears as a card showing its icon, name, type (PDF Document or Word Document), a short description, and the date it was added. A per-card menu (⋮) opens actions for that template. Both PDF and Word templates appear together in the same list — the type label on each card tells them apart.
## Creating a Template
Click **New Template** to open the Upload a template wizard. Templates are built from a document you upload — "Choose the document your team should start from each time. We support PDF and DOCX files."
Click **Browse files** and select a PDF or DOCX document to use as the starting point. The panel notes templates are best for "contracts, letters, forms, and other repeatable business documents," and that once uploaded, Odella will "review the file, pull in the basics, and take you to the final setup step." Once a file is selected, it appears with its name, type, and size, with a confirmation check. Click **Continue**.
Odella prefills the template **Name** and **Description** from the uploaded file. Update either before creating the template, then click **Create Template**.
The new template opens in the template editor.
## The Template Editor
After creation (or by opening an existing template), you land in the editor. It has two tabs — **Document** and **Instructions** — and a toolbar with **Save**, **Download**, and **Publish Document**.
**Document tab** — a live preview of the template at its real layout, with zoom controls. This is the source document your AI employees populate. For PDF templates this is the form with its detected fields; for Word templates it's the document with its templating syntax.
**Instructions tab** — "Explain how this template should be used. Supports markdown." A rich-text editor where you describe when and how the template should be applied. These instructions guide your AI employees in selecting and populating the template correctly, so it's worth being specific about which inputs map where and when this template (versus a similar one) should be chosen.
**Publishing.** After adding instructions, click **Publish Document** to make the template available to your AI workforce. **Save** keeps a draft without publishing; **Download** exports the underlying document.
Write clear Instructions before publishing. Because your AI employees automatically select templates based on the task you delegate, good instructions are what let them pick the right template and map source data to the right fields.
## Delegate Work, Get Documents
Your AI employees handle the entire document generation process:
1. **Receive the task** — You delegate work, such as "Generate the client onboarding package for Acme Corp using the attachments."
2. **Gather the data** — The AI employee extracts relevant information from emails, PDFs, transcripts, forms, databases, or other source materials.
3. **Select templates** — They choose the appropriate template or document bundle from your firm's precedents.
4. **Populate documents** — They fill fields, apply conditional logic, perform calculations, and generate professional output.
5. **Deliver results** — You receive completed documents ready for review.
Documents generated in seconds, not hours. Your AI employees work 24/7.
Use your firm's formatting, language, and precedents consistently.
Generate one document or hundreds. Processing capacity scales with your needs.
Strong governance plans should include reviewing AI-generated documents, especially for business-critical functions. Templates ensure consistency, but human review maintains quality and accuracy.