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Building Templates - FAQ

What is the difference between rule-based (deterministic) and guardrail templates?

Rule-based templates consist of text, questions and rules; the rules ensure the correct approved text block is always used - 100% reliable and usable by non-specialist staff. Guardrail templates consist only of text and a questionnaire and let the AI adapt - no setup and flexible, but not 100% reliable, so best reviewed by legal professionals.

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How do I create a template?

Create and edit a template in the editor, or import an existing Word document as your starting point.

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How do I add questions to the questionnaire?

Add sections and questions to the questionnaire and choose the question type that fits - text, date, selection or multiple-choice.

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What are placeholders and inline rules?

Placeholders insert answers into the document text; inline rules show, hide or change text depending on the answers given.

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What are modules and when should I use them?

Modules are reusable building blocks you create once and insert into many templates - ideal for central knowledge management and consistent clauses.

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How do I build a layout with our logo or letterhead?

Build a layout with your logo and link it to a template via mapping, so generated documents use your corporate design.

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How do I create a bilingual template?

Activate bilingual mode. You can format both languages, number them bilaterally and, if needed, export just one language.

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How does numbering and document structure work?

Structure your template with headings, sections and page breaks; the Lawlift Design Guide explains levels and numbering in detail.

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