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Admin › Settings › Document Templates
Upload master templates that agents use as the basis when generating slides, documents, and spreadsheets.
  • Registered templates apply your company’s formatting (fonts, colors, logo, theme) consistently to the output.
Document Templates settings

Admin > Settings > Document Templates — upload PPT · Word · Excel master templates

These templates apply only to agents with document_tools enabled. Agents that don’t use document generation tools are unaffected.

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Supported Templates

Each item is uploaded by clicking or dragging. Before configuration, a Not set badge and the text No template set are shown, and the Download button is disabled. Once uploaded, the badge changes to Custom, the upload time is shown next to it, and the buttons expand as follows.
Corrupt files, or files that are not valid Office documents, are rejected on upload.
We recommend empty master templates without a cover page or table of contents. If you use a file that includes a cover or TOC as the template, the agent-generated content and the template’s fixed content may duplicate.
Keep only styles (fonts, colors, headers/footers, theme) in the template and leave the actual content empty. The agent fills generated content on top of these styles.