We’re excited to announce the preview of structured document generation with forms, a new capability in Microsoft 365 that helps organizations generate consistent, structured documents directly from form-based inputs.
Last year, we enhanced Microsoft Lists forms with features to help you quickly capture data and documents using dynamic, customized, and efficient forms.
This preview brings together document templates, structured data, and forms to streamline how teams create repeatable, high-quality documents without having to copy and paste or create custom code or complex workflows.
Consistent document generation & management
Across industries, teams require consistent and templated documents every day. These structured documents are part of common processes— letters, invoices, contracts, reports, receipts, statements of work, compliance artifacts, and more. While the content in these documents is standardized, many businesses struggle to regulate how these documents are created, resulting in inaccurate or incomplete outputs and disorganization across files. External AI tools can increase speed, but often bring additional costs due to errors, rework, and compliance issues.
Structured document generation addresses this gap by allowing you to:
- Create templates backed by forms
- Share those forms and capture inputs when employees fill out the form
- Automatically generate documents that follow the template’s structure, formatting, and required fields
The result is faster document creation, improved consistency, and reduced manual effort.
How it works
Create AI-assisted document templates without code
Templates define the layout and structure of the generated document, making it easier to standardize outputs across teams and business processes. AI automatically detects fields in the document and creates reusables forms.
Generate documents from structured form inputs
Use forms to collect standardized information and automatically populate that data into a document template. This means documents are created with the right structure and fields every time.
Share form links
After a form is published, you can share the form link with users in your organization, enabling them to submit forms and generate documents. Each submission creates a new document that preserves the approved document’s layout and language — only the field values change.
Keep documents connected to structured data
Because documents are generated from a template, the output has consistent metadata, downstream workflows, and governance (including retention and sensitivity labels).
Turn documents into workflows with the help of AI.Example scenarios
This capability is designed for repeatable, high-value document workflows, such as:
- HR and people operations: Generate offer letters, onboarding documents, benefits notices, policy acknowledgements and more from standardized form inputs.
- Legal and compliance: Create structured agreements, contracts, audit reports and other compliance documents that follow consistent templates.
- Operations and program management: Produce reports, project documents and other standardized deliverables with predictable structure.
Stored in SharePoint. Integrated with Word.
Structured document generation with forms natively stores all content in SharePoint, allowing organizations to take advantage of existing document management, permissions, and lifecycle capabilities. Using forms to generate structured documents in SharePoint document libraries with templates, teams can reduce document sprawl while improving consistency and quality. The features also integrate directly and natively with Word, unlocking rich, no-code template management capabilities. A Microsoft 365 Copilot license is required to build the forms and workflows, but not to generate a document using the template.
Template configuration pane in WordDocument generation pane in WordGetting started
To learn more about how structured document generation with forms works and what’s supported in this preview, see the Generate structured documents in a SharePoint document library article on Microsoft Learn. This preview is now rolling out to tenants in the AI in SharePoint public preview. You can follow the steps in this article to enable it for your tenant. Please share your feedback as we continue to work towards making document creation more structured, automated, and scalable in Microsoft 365.
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