Templates

The basics are in How to upload a donor template. These tips help with tricky templates.

Getting good extraction

• Prefer the donor's Word file: headings and tables are read best. Templates with no heading styles are handled by reading font size, boldness and colour.
• Scanned PDFs cannot be read. Paste the text instead.
• Use Extract and review, then check the outline and required sections carefully before Approve template.

Reviewing well

• Confirm the hierarchy (parent and child sections).
• Check each section's instructions, mandatory questions, evidence needed, required tables and page limit.
• Mark sections that are only guidance as not included in the report.
• Add your own author instructions where your organisation has a house style. The AI Reporter uses them.
• Edit Report requirements for report-wide rules.
• Use AI brief preview to see what the writer will be told.

Versions and defaults

Each edit is a new version (see Version history). A reporting period keeps the version it was created with. Set a project default template so new periods pick it automatically, and save it to the library to reuse in other projects.

Donor-native output

For donors who require their own Word document, open the template's mapping page: upload the original .docx, assign regions to sections, review every region, approve, and lock it to a period.

If extraction fails

Retry, paste the text, or choose Build the sections myself. If the same document fails repeatedly, email support@donordesk.online with the file.