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How to Generate a Template from a File

Save time by using BuildPass AI to instantly turn documents into ready-to-use templates. Using AI Form Builder, you can now generate inspections or forms in BuildPass just by uploading a file — no manual setup required.

Sian Lennox avatar
Written by Sian Lennox
Updated this week

Instead of building a form section by section, simply upload a document (like a Word doc or PDF), and BuildPass AI will automatically convert it into a fully structured template.

Here’s how to do it:

  • Select Templates, then select the option to create a new form or inspection.

  • Click Build with AI.

  • Type in what you need (e.g. “Concrete Pre-Pour Checklist”) or upload an existing form file.

  • After uploading, hit Send — BuildPass will analyse the content and automatically build your form using smart blocks.

  • Once generated, you’ll see a full preview of the form. You can edit it by:

    • Adding or removing sections

    • Rewording questions

    • Asking AI to reformat or adjust content

  • When you're happy with the form, hit Use Template. Your form is now saved and available in your template builder.

  • You can continue editing or renaming the template at any time.

Need help? Use the chat icon in the bottom-right of your screen to get in touch with our support team, or reach out to your Customer Success Manager.

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