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Smart Import (AI)

Smart Import uses AI to analyse an existing Word document, identify all the fields that should become dynamic tokens, and generate a ready-to-use template — without you having to manually mark up every placeholder.

Availability

Smart Import is an organisation-level feature. If you don't see the Smart Import button, contact support to enable it for your organisation.

How It Works​

  1. You upload an existing DOCX file (a real document — contract, invoice, letter, etc.).
  2. The AI reads the document and identifies text that looks like variable data: names, dates, amounts, addresses, reference numbers, and so on.
  3. It proposes a set of tokens (with suggested names, labels, and types).
  4. You review and edit the suggestions in the Token Review dialog.
  5. DocGenLab creates a template with the tokens applied, ready to generate documents immediately.

Using Smart Import​

  1. Navigate to Templates → New Template.
  2. Click Smart Import.
  3. Upload your DOCX file.
  4. Wait a few seconds while the AI analyses the document.
  5. In the Token Review dialog, review the extracted tokens:
    • Rename tokens to match your naming conventions
    • Change the type (Text / List / Date / Image) if the AI misclassified one
    • Remove tokens you don't want
    • Add any tokens the AI missed
  6. Click Create Template.

The template is created with all your approved tokens already embedded in the document.

Tips for Better Results​

  • Use real documents — the AI performs best when the document contains actual sample data (real names, real dates), not placeholder text like "NAME" or "DATE HERE".
  • One document type at a time — import one contract or one invoice at a time; mixing document types in one file confuses the extraction.
  • Review list tokens carefully — the AI may not always detect that a section repeats (e.g., a table of line items). Check the type and switch to List if needed.
  • Rename before saving — token names are easier to change in the review dialog than after the template is created.

After Import​

Once the template is created, open it to:

  • Preview the extracted tokens in the Variables panel
  • Test generation in the Single Generate tab
  • Adjust any token types or labels in the editor

Smart Import creates a starting point. You can continue editing the template normally in the Template Builder.