Muin is in private beta.Watch the public release announcement —talk to us.
Falaah Falaah AI

Document Templates

Create documents from reusable templates with data auto-filled from Muin. Standardize reports and letters, cut manual work, and keep every output consistent.

Document templates let you create standardized documents with data automatically filled in from Muin. Generate reports, letters, and other documents without starting from scratch.

What Are Templates?

Templates are document blueprints with:

  • Fixed content - Standard text, formatting, branding
  • Variable fields - Placeholders filled with real data
  • Conditional sections - Content that appears based on conditions
  • Repeating sections - For lists and tables

Using Pre-Built Templates

Available Templates

Muin includes templates for common documents:

CategoryTemplates
FinanceInvoice, Payment receipt, Statement
HROffer letter, Employment verification
VendorsPurchase order, RFP, Vendor letter
GeneralCover letter, Memo, Report

Using a Template

  1. Navigate to Documents → Templates
  2. Browse or search for a template
  3. Click Use Template
  4. Select data source (document, record)
  5. Review generated document
  6. Save or download

Template Preview

Before generating:

  1. Click Preview on any template
  2. See example output with sample data
  3. Understand what data is needed

Creating Custom Templates

Starting a New Template

  1. Navigate to Documents → Templates
  2. Click Create Template
  3. Choose starting point:
    • Blank template
    • Upload existing document
    • Copy existing template

Adding Fixed Content

Type or paste standard content:

  • Company letterhead
  • Boilerplate paragraphs
  • Instructions
  • Legal disclaimers

Adding Variable Fields

Insert placeholders that fill with data:

  1. Click Insert Field
  2. Choose data source:
    • Document field (from extracted data)
    • Record field (from linked record)
    • System field (date, user, etc.)
  3. Position in document
  4. Configure formatting

Example fields:

  • {{vendor.name}} - Vendor company name
  • {{invoice.total}} - Invoice amount
  • {{document.date}} - Document date
  • {{current_date}} - Today’s date
  • {{user.name}} - Current user

Template Variables

Variable TypeExampleSource
Document{{invoice.vendor}}Extracted data
Record{{employee.title}}Linked record
System{{current_date}}System generated
User{{user.email}}Current user
Organization{{org.name}}Organization settings

Conditional Sections

Adding Conditions

Show content only when conditions are met:

  1. Select the content block
  2. Click Make Conditional
  3. Set condition:
    • {{amount}} > 10000 - Show for large amounts
    • {{status}} == "overdue" - Show for overdue
  4. Content appears only when true

Example: Payment Terms

{{#if payment_terms == "Net 30"}}
Payment is due within 30 days of invoice date.
{{/if}}

{{#if payment_terms == "Due on Receipt"}}
Payment is due immediately upon receipt.
{{/if}}

Repeating Sections

For Lists and Tables

Create sections that repeat for each item:

  1. Select content to repeat
  2. Click Make Repeating
  3. Choose the data collection (e.g., line items)
  4. Content repeats for each item

Example: Invoice Line Items

{{#each line_items}}
| {{description}} | {{quantity}} | {{unit_price}} | {{total}} |
{{/each}}

Produces a row for each line item.

Generating Documents

From a Document

  1. Open a document
  2. Click Generate from Template
  3. Select template
  4. Preview the result
  5. Save or download

From a Record

  1. Open a record (vendor, employee, etc.)
  2. Click Generate Document
  3. Select template
  4. Choose which documents to include
  5. Preview and save

Batch Generation

Generate multiple documents at once:

  1. Select multiple records or documents
  2. Click Batch Generate
  3. Select template
  4. Documents generated for each
  5. Download as ZIP or save individually

Template Management

Organizing Templates

Create folders for templates:

  • By department (Finance, HR, Vendors)
  • By document type (Letters, Reports, Forms)
  • By use case (Internal, External)

Template Versioning

Track template changes:

  1. Open template
  2. Click Version History
  3. See all versions with changes
  4. Restore previous if needed

Sharing Templates

Control who can use templates:

  • Personal - Only you
  • Team - Your team
  • Organization - Everyone
  • Published - Available in template gallery

Best Practices

Template Design

  1. Test with real data - Ensure fields work correctly
  2. Handle edge cases - What if a field is empty?
  3. Consistent branding - Match company standards
  4. Clear naming - Describe purpose and use case

Variable Fields

  1. Use descriptive names - Clear field references
  2. Provide defaults - For optional fields
  3. Format appropriately - Dates, currency, etc.
  4. Document requirements - Note what data is needed

Maintenance

  1. Review regularly - Keep content current
  2. Update for changes - When policies or branding change
  3. Archive old versions - Don’t delete, just deactivate

Troubleshooting

Fields Not Filling

  1. Verify field name matches data source
  2. Check data exists in source document/record
  3. Review field syntax
  4. Test with different source

Formatting Issues

  1. Check template formatting
  2. Verify field doesn’t break layout
  3. Use appropriate field types
  4. Test with various data lengths

Conditional Not Working

  1. Verify condition syntax
  2. Check field values match expected
  3. Test with known values
  4. Simplify condition to debug

Next Steps