Creating a document

The New document screen: choose a product, a document type and a template, and watch the finished document appear.

5 min read

Open New document. The screen has two halves: the choices on the left and a live preview of the finished document on the right. Nothing needs a separate "generate" step. The preview updates as you choose.

  1. 1

    Choose a product

    Pick from your catalog (you can search). Add a new product at the bottom of the list lets you add one with just a name and an optional model number.

  2. 2

    Choose a document type

    Types are grouped as Most used, General, Compliance and advanced, and Specialised. The type decides which templates are offered.

  3. 3

    Choose a template

    Your templates are the ones you already have for that type. Ready-made templates are starters from the gallery. Picking one copies it into your templates and uses it.

  4. 4

    Fill in anything missing

    If the template needs a value the product or company profile does not have, To finish this document appears on the left. Type the value there. It is saved to the product for next time.

  5. 5

    Save or download

    Use the buttons at the top, described below.

No template you like?

  • Draft with AI. Choose the headings you want, add an optional style note, and SpecIQ builds a first draft template for the chosen product. See Draft with AI.
  • Upload your own. Turn a Word (.docx) or PDF file into a template. See Import a Word or PDF file.
  • Blank template. Start from an empty page and design it yourself in the template editor.

The buttons at the top

ButtonWhat it does
Download PDFDownloads the document as a PDF.
Save to documentsSaves this document to Documents, linked to the product you chose. You stay on the screen.
Open in editorOpens this one document in the document editor, so you can change its text without touching the template.
More (the three dots)Download Word, Copy share link, Edit template, and Generate for many products.

When product data changes

If you change the product or template after saving a version, a line above the preview says Product data changed since version N. Choose View changes to see each field before and after, or Update to save the document again as the next version. The earlier version is kept.

You can also let AI write a text section for the document. See AI sections in a document.

Did not find what you need? Look in Troubleshooting or the FAQ.