Import a Word or PDF file
Turn a document you already use into a reusable template, keeping your wording and finding the product details to turn into fields.
6 min read
If you already have a spec sheet or datasheet that looks the way you want, you do not have to rebuild it. Upload it and SpecIQ turns it into a template, keeping your wording and layout and proposing which pieces of text should become fields.
How to import
- 1
Upload the file
Go to Templates and choose Upload a document, or choose Upload your own on New document. Drop a Word (.docx) or PDF file of up to 10 MB.
- 2
Wait while it is read
SpecIQ checks the file, reads the text and layout and looks for product names, numbers and specifications.
- 3
Review the proposal
Your original is shown beside the template. The summary says how many details will become fields. Choose which tables and lists to treat as one specifications table or one key features field.
- 4
Adjust fields
Point at a field to see where it came from in the original. Remove fields you do not want. To add one, select text in Imported text, choose Make selected text a field and name it. Identical copies of that text change with it.
- 5
Save
Give the template a name and choose Looks right, continue. If you started from New document you go back there with the new template selected.
Fill a product from the same file
While importing you can tick Also fill a product. SpecIQ then proposes values for a product (an existing one or a new one) from the same file. You review the proposals and add only the ones you want, the same as Fill from a datasheet. A new product needs a name, and your industry must be set in the company profile.
What carries over
- Kept: text, headings, lists and tables.
- May need a touch-up: images, multi-column layouts, text boxes and custom fonts. The review screen lists warnings for these.
- Rebuilt: your company header is rebuilt from your company profile instead of copied.
Scanned PDFs and long files
- AI suggests fields for each page (1 AI credit per page).
- For scanned or picture-only PDF pages, a vision model can read the page on plans that include it (3 AI credits per page).
- If a document is long, AI suggestions cover only the first part. Fields found by rules cover all of it.
- If AI suggestions fail, you still get the fields found by rules and can press Retry suggestions or make fields yourself.
Imports per month depend on your plan. See plans and AI credits.
Did not find what you need? Look in Troubleshooting or the FAQ.