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Templates and Document Generation

FAQs from customers about Narratize templates and document generation capabilities.

Updated over 2 months ago

Q: How do templates work in Narratize?

A: Templates help you generate consistent documentation quickly:

  1. Browse templates organized by development phase (Discovery, Scoping, Development, Testing, Launch)

  2. Templates automatically pre-fill with information from your Knowledge Hub

  3. The system prompts you to fill any missing information

  4. You can customize tone, length, and content before generating

  5. Export the document and/or save it as knowledge to a hub

Q: Can I create custom templates?

A: Yes! Custom template creation is available, depending on your company’s subscription type. If available for your organization, you can:

  • Build templates specific to your organization's needs

  • Set required fields and formatting

  • Share templates across your team

  • Version control your templates

  • Contact your organization’s Narratize admin or your Narratize CSM to request custom templates.

Q: What if the generated content isn't quite right?

A: You have several options to refine generated content:

  • Ask the AI to revise specific sections, tone, or try again. Adding specific context for what you want to change will be helpful.

  • Manually edit in the rich text editor

  • Add more knowledge to your hub to add source documents for generation

  • Adjust tone and length using the Styler tool

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