Can I create a table by asking Everbility to make one?

How to Instruct Everbility to make tables

Yes, You Can!

Everbility allows you to generate tables by simply providing clear instructions within your template.

Follow these instructions below:

First, click Templates and choose to create a new template/ re-enter an existing template

If you're new to creating templates or using a Community Template, click here: Creating a Template

Describe what you need from the table that Everbility is going to create for you. Clearly outline the structure, including:

• Column names
• Row details
• Any specific formatting preferences

Here are three examples of instructions:

Mark the Request as an Instruction

Generate the Table in Writer

When you're ready to generate the table to include your client's information, click on Writer. Select this template, the client you are creating the document for and the notes you want to use.

If you're new to using Writer, click here: Write a Document

When the instruction is generated, Everbility will create the table in markdown text format.

Here are the three example instructions generated:

Download as DOCX or PDF

Once exported, the markdown will automatically convert into a fully formatted table.

Here are the three examples downloaded as a docx:

Additional Tips

If Everbility is having difficulty understanding your instructions, use clear headings and clearly label each column and row for easy readability.

Keep Formatting Simple – Complex tables may need adjustments after exporting.

Test Different Layouts – If your table isn’t displaying as expected, try rewording the instruction.