Release Notes
Fill a Template Workflow in Word
Quickly fill Word templates with uploaded information—Harvey populates standard templates automatically to save you time on document creation.
What's New
Now you can automatically fill a Word template with data you provide. This feature will let you upload information and have Word populate the corresponding fields in your chosen template.
Why it Matters
Save time and reduce manual errors by automating document population. Instead of copying and pasting data into templates line by line, you can now upload a data file and have Harvey for Word automatically fill in matching fields. This helps ensure consistency across documents, speeds up repetitive tasks like generating contracts or client forms, and lets teams focus on reviewing and finalizing content rather than formatting it.
How to Use
- From within Word, select Fill a template and choose your template file. Then, you’ll upload the document or data file containing the information you want to insert.
- Word will detect matching fields in the template and fill them automatically. You’ll be able to review and edit the completed document before saving or sharing.
FAQs
Q: What types of templates will be supported?
Standard Microsoft Word (.docx) templates will be supported.
Q: Will I be able to edit the filled document?
Yes. Once the template is filled, you will be able to review, modify, and save the completed document as needed.