[{"data":1,"prerenderedAt":239},["ShallowReactive",2],{"guide:\u002Finternal\u002Fanalyse-with-ai\u002Fcreate-a-template-from-an-existing-document":3,"related:\u002Finternal\u002Fanalyse-with-ai\u002Fcreate-a-template-from-an-existing-document":230},{"id":4,"title":5,"audience":6,"body":7,"canonical_url":205,"collection":206,"description":207,"extension":208,"feature_flags":209,"is_draft_preview":210,"legends":211,"meta":214,"navigation":215,"order":216,"path":217,"reading_minutes":199,"related":218,"seo":221,"slug":222,"status":223,"stem":224,"tour_ids":225,"type":227,"updated_at":228,"__hash__":229},"guides\u002Finternal\u002Fanalyse-with-ai\u002Fcreate-a-template-from-an-existing-document.md","Create a template from an existing document","internal",{"type":8,"value":9,"toc":197},"minimark",[10,14,19,51,55,145,149,162,166,176,182,191],[11,12,13],"p",{},"Most firms already have the questions: a request list, an information memorandum outline, a checklist from a previous deal. Import that file and the AI turns its structure into a template's sections and questions, which you then refine once and reuse in every project.",[15,16,18],"h2",{"id":17},"before-you-start","Before you start",[20,21,22,48],"ul",{},[23,24,25,26,30,31,30,34,30,37,30,40,43,44,47],"li",{},"The checklist is one file: ",[27,28,29],"code",{},".docx",", ",[27,32,33],{},".doc",[27,35,36],{},".pdf",[27,38,39],{},".pptx",[27,41,42],{},".xlsx"," or ",[27,45,46],{},".xls",". Several files have to be merged first.",[23,49,50],{},"You are a Member or Admin; guests cannot create templates.",[15,52,54],{"id":53},"steps","Steps",[56,57,58,78,106,120,131],"ol",{},[23,59,60,61,65,66,69,70,73,74,77],{},"Open ",[62,63,64],"strong",{},"Templates"," in the main menu and select ",[62,67,68],{},"New Template",". Enter a ",[62,71,72],{},"Name"," and, optionally, a ",[62,75,76],{},"Description",".",[23,79,80,81,84,85,88,89,93,94,77,97,100],{},"Drop the file into the dialog, or select ",[62,82,83],{},"Import from file",". An ",[62,86,87],{},"AI Instructions"," field appears once a file is attached: tell the AI how to read it, for example ",[90,91,92],"em",{},"Each numbered heading is a section; each bullet is one question; ignore the cover page and appendix."," Select ",[62,95,96],{},"Create",[98,99],"br",{},[101,102],"img",{"alt":103,"src":104,"title":105},"The Create New Template dialog with a name and description and the file drop zone","\u002Fmedia\u002Fcreate-a-template-from-an-existing-document\u002Fnew-template.png","Leaving the file out creates a blank template with one example statement to edit.",[23,107,108,109,112,113,115],{},"Wait for the card to move from ",[62,110,111],{},"Processing"," to ready, typically a few minutes for a checklist of a few pages. Open it and read through: rename sections, split a question that asks two things, delete what does not apply. Changes save automatically.",[98,114],{},[101,116],{"alt":117,"src":118,"title":119},"A template open in the editor with its questions","\u002Fmedia\u002Fcreate-a-template-from-an-existing-document\u002Fimported-template.png","Each Question block becomes a statement the AI answers separately in a project; the grey text under it is the instruction the AI follows.",[23,121,122,123,126,127,130],{},"Decide who may change it. New templates are editable by everyone in your organisation. Select ",[62,124,125],{},"Permissions"," on the template's card in the library; the ",[62,128,129],{},"Manage Access"," panel that opens restricts editing to named people or teams and leaves everyone else as viewers.",[23,132,133,134,137,138,141,142,77],{},"Add ",[62,135,136],{},"labels"," to find it later, then use it: in any project, ",[62,139,140],{},"Analysis › New Questionnaire"," offers the template with ",[62,143,144],{},"Use",[15,146,148],{"id":147},"check-the-result","Check the result",[11,150,151,152,154,155,157,158,161],{},"The template appears in ",[62,153,64],{}," without a ",[62,156,111],{}," badge, its sections and statements match the source document, and it is offered on a project's ",[62,159,160],{},"New Questionnaire"," page.",[15,163,165],{"id":164},"if-something-goes-wrong","If something goes wrong",[167,168,170],"problem",{"title":169},"The import produced one long statement, or split questions oddly",[11,171,172,173,175],{},"Open the template, fix the statements by hand, or delete it and import again with more specific ",[62,174,87],{},". Excel files import best when each question is its own row.",[167,177,179],{"title":178},"Unsupported file type",[11,180,181],{},"Save the checklist as Word, PDF, PowerPoint or Excel first. Plain text and email files are not accepted for templates.",[167,183,185],{"title":184},"A colleague cannot see the template",[11,186,187,188,190],{},"Its access was restricted under ",[62,189,125],{}," on its card. Add them or their team there.",[167,192,194],{"title":193},"The template has too many statements",[11,195,196],{},"Above about fifty statements the AI's template editing is refused. Split the checklist into two templates, for example commercial and legal.",{"title":198,"searchDepth":199,"depth":199,"links":200},"",2,[201,202,203,204],{"id":17,"depth":199,"text":18},{"id":53,"depth":199,"text":54},{"id":147,"depth":199,"text":148},{"id":164,"depth":199,"text":165},"https:\u002F\u002Fdocs.vdr.valutico.dev\u002Finternal\u002Fanalyse-with-ai\u002Fcreate-a-template-from-an-existing-document","analyse-with-ai","Turn a due diligence checklist you already have, as Word, PDF, PowerPoint or Excel, into a reusable questionnaire template, and control who can edit it.","md",[],false,{"new-template":212},[72,83,213],"Create Template",{},true,5,"\u002Finternal\u002Fanalyse-with-ai\u002Fcreate-a-template-from-an-existing-document",[219,220],"how-questionnaires-and-templates-work","run-an-analysis-with-a-questionnaire",{"title":5,"description":207},"create-a-template-from-an-existing-document","published","internal\u002Fanalyse-with-ai\u002Fcreate-a-template-from-an-existing-document",[226],"templates","task","2026-09-29T13:21:45+02:00","QZ1s4fHKLEUf4wWsaT3BFAjW1ydFIHQDOSx7J3OJg7M",[231,235],{"title":232,"description":233,"path":234,"audience":6,"slug":219},"How questionnaires and templates work","Templates hold the questions your firm asks about every company; a questionnaire applies one to a project and has the AI answer each question from the documents, with sources.","\u002Finternal\u002Fanalyse-with-ai\u002Fhow-questionnaires-and-templates-work",{"title":236,"description":237,"path":238,"audience":6,"slug":220},"Run an analysis with a questionnaire","Create a questionnaire from a template, evaluate its questions against the project's documents, read the answers with their sources, and re-run what needs more work.","\u002Finternal\u002Fanalyse-with-ai\u002Frun-an-analysis-with-a-questionnaire",1790706827654]