Templates - Guides

Create and use the AI powered templates provided by Everbility to write your reports, letters, etc. faster than ever before. Create once and use multiple times for different clients.

Video overview

Create a template

Go to Dashboard , then Templates and click on Add New Template.

This will take you to our AI powered template writer. Think of this as just a regular document that you create. We will soon start adding AI powers to it. Once you have created a template you can reuse it for writing a similar document for different clients.

The template will automatically save as you type.

Giving Everbility Instructions

Instructions are special paragraphs or tables used to guide the Everbility AI on what to generate for a paragraph or table. Once you mark a paragraph or a table as an instruction it will stay like that for your template till you either delete the paragraph or table or un-mark the instruction off.

Instructions are identified by the green highlight and a chat bubble icon on the right.

Currently you can mark a paragraph or a table as instruction. Support for lists and other elements will be added soon. You can click on the chat bubble icon to generate the paragraph or table while creating a template but templates saved with instructions become really powerful when you start writing reports.

Paragraphs

To mark the paragraph as instruction, highlight the portion you want to be generated by Everbility and click on the Mark as Instruction button (looks like the Everbility icon) in the main toolbar or in the floating toolbar.

Tables

To get Everbility to generate a table for you. Insert a table by clicking on Insert and then Table in the toolbar. Everbility will generate the table for you using just the headers. So when asked for dimensions provide 1 for Rows.

After inserting the table at the headers you want for columns and then click on Mark as Instruction button in the toolbar or click on the Everbility icon in the floating toolbar. Now when you write a report Everbility will generate the rest of the rows for you.

Tip: If you want your table rows to have very specific data you can provide hints for Everbility in ( ) as shown in the image. Everbility does a good job without the hints also. You can also provide hints in empty cells when setting up a template.

There are a few ways of setting up tables in your templates.

You can provide the headers in the first row.

You can provide the headers in the first column. To do this click on the cell detail icon in the upper right of a cell in the first row and click Delete Row Header. Then click on the cell detail icon in the upper right of a cell in the first column and click Add Column Header.

You can provide the headers in the first row and first column. To do this click on the cell detail icon in the upper right of a cell in the first row and click Add Row Header. Then click on the cell detail icon in the upper right of a cell in the first column and click Add Column Header.

You can only make the first row and/or the first column a header. You cannot make any other row or column a header. Doing so will result in an error.

Merge Tags

Merge tags are special AI powered tags that you can use in your templates to get Everbility to fill in the data for you. Merge tags are identified by the blue highlight.

To add a merge tag in your template click on the + icon on the left edge of the editor and then click on Add tags. This will open a list of current merge tags available to insert into the template.

As soon as you start writing a report using the template, Everbility will look through your notes and fill in the data for you.

Merge tags are filled in automatically when you start writing a report using a template that has merge tags or when you insert a merge tag in the writer while writing a report

Custom Merge Tags

You can also create your own custom merge tags by clicking on Create Custom under Add Tags.

This will open a dialog where you can provide the name of the merge tag that you want to create.

Custom merge tags can be deleted by visiting AI Preferences under Manage Account by clicking on your avatar in the top right corner of the screen.

Updating Merge Tag Value

In case you are not happy with the value that Everbility has filled in for a merge tag you can update it by clicking on the merge tag and then clicking on the Update button.

This will update the value of the merge tag for that particular client and the value will persist in all future reports for that client. All instances of the merge tag in the document will be updated with the new value.

Merge tags can be inserted inline in paragraphs, in tables and in lists.

Import/Export templates

Everbility writer allows you to easily import and export your documents/templates in a special Everbility format (.everbility) that Everbility will understand. This means that you can easily share your templates with your team members.

Create your template once, export it and share it with your team members. They can then import it and use it which will save a lot of time for your team.