Documents

You send us the file you use today. It stays the file we use. Nobody rebuilds your document in an editor of ours, because from that moment the file on your disk and the one that goes out are two different things.

How a template works

You mark the places where values go, or we mark them with you once. Everything else stays yours: the letterhead, the wording, the footer. Move a paragraph or change the logo and nothing breaks, as long as the marks stay.

What fills the places

Most of them are filled by plain code from the system where the value already lives, in under a second and at no model cost. The agent only fills the places where a rule would have to guess, such as a one line remark about something unusual that month. The plan says which is which.

Formats

Word, Excel, PDF and plain exports. A spreadsheet stays a spreadsheet: formulas still calculate, which is usually why somebody asked for Excel and not a PDF. An official form that has to look exactly as it has for years is filled, not redrawn.

Signatures

Where a person signs on the spot, the signature is captured and travels with the document. Where the law needs a qualified signature, the document goes through a signing service.

What it never does

It never invents a number to fill a gap. A missing value stops the document and names the field and the record it belongs to.

It never redesigns your template.