Workspace template conditions and converting a document into a template

Workspace templates

Workspace templates are your team's own standard documents, private to your workspace. Owners and admins manage them under **Templates > Workspace templates**. Creating them requires a plan with collaboration (Pro, Team, Business or Enterprise).

Conditions

Mark a field to appear only when an earlier field has a given value (or one of up to 20 values). You can also wrap text in `{{#if field}} ... {{/if}}` or `{{#unless field}} ... {{/unless}}` so a section only appears when it applies. A condition can only depend on a field that comes earlier in the template. The editor tells you if a rule refers to an unknown or later field.

Convert a document into a template

Upload a Word, PDF or text file, or paste text (at least a few sentences, up to 30,000 characters, files up to 8 MB). The AI suggests which snippets change each time, such as names, dates and amounts, and those become fields. The rest of your wording is left as written. The result is a **draft for you to review**; nothing is saved until you save it. This uses one of your AI calls.