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ModulesTemplatesRunning a template

Running a template

Draft a customer document from a template and the customer’s engagement. Claude writes the full draft; you check it, refine it, and attach it.

Who this is for: Editors, Admins and Owners. Drafting uses AI, so AI features must be on for your organization (Settings → Organization → AI).

Steps

Start from either place — the form is the same.

From the Templates page

  1. Open Templates in the sidebar.
  2. Click a template card, then Use this template.
  3. Pick the Customer, and the Engagement if the customer has more than one.

From an engagement

  1. Open the engagement and, on its Documents card, click + Generate.
  2. In Generate document with AI, pick the Template.

Then, in both cases:

  1. Check the Document name, and add Instructions (optional) — for example a formal tone, or a payment-terms section.
  2. Click Generate draft. Claude writes the draft from the engagement; any gaps it could not fill are highlighted for you to confirm.
  3. Edit the draft in place, or type a Refine instruction (for example “make it shorter”) and click Refine. Regenerate draft starts again.
  4. Click Attach to customer. The document is saved to the engagement, where you can open it.

What you’ll see

Common issues

  • No templates listed — the page says No templates yet: the six system templates are seeded when the organization is provisioned, and none are present. Contact support; you can still click + New custom template and write your own.
  • The draft fails or says AI is disabled — AI features is off for your organization (Settings → Organization → AI), or your plan has no AI allowance this month.
  • The draft is thin — the engagement has little context. Fill in the engagement’s details first, or add Instructions (optional).
  • Attach to customer is greyed out — pick a customer (and engagement), and generate a draft first.

Last updated: 2026-09-24 · Applies to: CartonCrew v1.57+

OverviewAI-drafted documents