advicedocs

How-to Guide

Step-by-step walkthroughs for common template editing tasks. Follow these guides to accomplish specific goals quickly.

How to upload a template

  1. Navigate to the Templates section in your AdviceDocs dashboard.
  2. Click the "Upload Template" button.
  3. Select your .docx template file from your computer.
  4. Give your template a name and select the document type.
  5. Click "Upload" to save your template.
Templates must be in .docx format. PDF and other formats are not supported for template uploads.

How to add a field to your template

  1. Open your template .docx file in Microsoft Word or Google Docs.
  2. Place your cursor where you want the field to appear.
  3. Type the field syntax using double curly braces.
  4. Save and re-upload your template to AdviceDocs.
Example
Dear {{client_name}},

Your total portfolio value is {{total_value}}.

How to test your template

  1. Upload your template to AdviceDocs.
  2. Generate a document using a test recording or sample data.
  3. Review the output to ensure fields are populated correctly.
  4. If a field shows the raw syntax (e.g., {{client_name}}), check for typos in the field name.
  5. Iterate: edit your template, re-upload, and regenerate until satisfied.

Debugging tip

If a field is not rendering, check that the field name in your template exactly matches the data key. Field names are case-sensitive and must use the exact spelling and casing.

How to add a conditional section

  1. Identify the section of your template that should only appear under certain conditions.
  2. Wrap the section with {{#if field_name}} and {{/if}} tags.
  3. The section will only render when the field has a truthy value.
Example
{{#if has_insurance_recommendations}}
## Insurance Recommendations
{{#each insurance_recommendations}}
- {{description}}
{{/each}}
{{/if}}