Introduction

Learn how to customise your templates in AdviceDocs. This documentation covers everything from simple fields to complex nested structures, giving you full control over your document output.

What are templates?

Templates in AdviceDocs define the structure and layout of your generated documents. Each template contains fields that are automatically populated with data extracted from your meetings, client information, and advice workflows. By customising these templates, you control exactly what appears in your final documents and how it is formatted.

How template editing works

AdviceDocs uses a field-based system for templates. You define fields within your document template, and each field type determines how data is rendered. Simple fields output a single value, tables render rows of data, loops repeat content blocks, and conditionals show or hide sections based on your data. These building blocks can be combined and nested to produce sophisticated documents.

Getting started

Start by exploring the Template Editing section in the sidebar. Each page covers a specific field type with syntax examples and usage guidance. If you are new to AdviceDocs templates, we recommend reading through Simple Fields first, then progressing to Tables, Loops, and Conditionals before tackling nested structures.

• Simple Fields — single-value text, number, and date fields.
• Tables — structured rows and columns of data.
• Loops — repeating content blocks for lists of items.
• Conditionals — show or hide content based on data values.
• Nested structures — combine loops and tables for complex layouts.