# Blueprints

Transform your document templates into intelligent, fillable forms with DarcyIQ Blueprints. **Upload any document — PDF, Word, Excel, PowerPoint, or text — and let AI detect fillable fields, then create submissions to fill them out manually or with AI assistance.**

{% hint style="success" %}
**From Template to Completed Document in Minutes**: Upload a proposal template, let AI find the fields, fill them in with AI or by hand, and generate a completed document ready for download.
{% endhint %}

## Overview

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Blueprints turn static document templates into reusable, fillable workflows. Upload a template once, then create as many submissions as you need — each submission is an independent fill of the same template.

| Feature                     | Capability                                                 | Business Impact                              |
| --------------------------- | ---------------------------------------------------------- | -------------------------------------------- |
| **AI Field Detection**      | Automatically identifies fillable fields in your documents | No manual field mapping required             |
| **Multiple Document Types** | PDF, Word, Excel, PowerPoint, and text files               | Use your existing templates as-is            |
| **AI-Assisted Filling**     | Let Darcy fill fields using conversation context           | Complete documents in a fraction of the time |
| **Visual Field Editor**     | Drag-and-drop field placement on PDFs                      | Precise control over field positions         |
| **Document Generation**     | Generate completed documents for download                  | Professional output ready for clients        |
| **Reusable Templates**      | Create unlimited submissions per blueprint                 | One template, many uses                      |
| **Team Sharing**            | Share blueprints and submissions with permissions          | Collaborate on document completion           |

## Supported Document Types

| Format         | File Types                                | Field Detection Method                 |
| -------------- | ----------------------------------------- | -------------------------------------- |
| **PDF**        | `.pdf`                                    | Form fields and placeholder patterns   |
| **Word**       | `.docx`                                   | Content controls and placeholders      |
| **Excel**      | `.xlsx`                                   | Named ranges and data validation cells |
| **PowerPoint** | `.pptx`                                   | Placeholder shapes                     |
| **Text**       | `.txt`, `.md`, `.json`, `.yaml`, and more | Pattern-based detection                |

## Creating a Blueprint

### From the Blueprints Page

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**Open Blueprints** Navigate to the **Blueprints** section from the sidebar.
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{% step %}
**Upload a Document** Click **New Blueprint**, then drag and drop your template file or click to browse. Enter a name for the blueprint and an optional description.
{% endstep %}

{% step %}
**Wait for Field Extraction** DarcyIQ analyzes your document and automatically detects fillable fields. You'll see the extraction status progress from pending to completed.
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{% step %}
**Review Detected Fields** Once extraction is complete, review the fields that were found. You can edit field names and add AI descriptions to help Darcy fill them more accurately.
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### From Chat

You can also create a Blueprint directly from a [Chat](/core-features/darcy-chat.md) conversation — no need to switch sections. Describe the template you want, attach an example file, or paste in a draft, and Darcy will set up a Blueprint with fields auto-detected.

Example prompts:

* "Turn this proposal into a Blueprint I can reuse for new clients"
* "Create a Blueprint from this SOW template with fields for client name, scope, and timeline"
* "Make a Blueprint of our weekly status report template"

The new Blueprint shows up in your Blueprints list, ready to take submissions. You can refine field names and AI descriptions afterwards from the Configuration tab if needed.

{% hint style="info" %}
**Pro Tip**: Chat-created Blueprints inherit your conversation context, so if you've already discussed the template's purpose and fields, Darcy will use that to set up better field names and descriptions on the first try.
{% endhint %}

## Blueprint Detail View

After creating a blueprint, click on it to open the detail view with three tabs:

### Submissions Tab

View and manage all submissions for this blueprint. Each submission is an independent fill of the template.

| Feature               | Description                                                     |
| --------------------- | --------------------------------------------------------------- |
| **Create Submission** | Start a new fill of the template with a custom name             |
| **Status Tracking**   | See whether each submission is Draft, In Progress, or Completed |
| **Progress Bar**      | Visual indicator of how many fields have been filled            |
| **Download**          | Download the generated document for completed submissions       |
| **Sort**              | By name, status, progress, or date                              |

### Configuration Tab

View and manage the blueprint's template and field settings.

| Feature                | Description                                                      |
| ---------------------- | ---------------------------------------------------------------- |
| **Document Preview**   | View the original template document                              |
| **Document Info**      | File type, size, number of detected fields, and submission count |
| **Detected Fields**    | Review all fields with their names and types                     |
| **Edit Fields**        | Modify field names and AI descriptions for better AI filling     |
| **Change File**        | Replace the template document (only when no submissions exist)   |
| **Edit Custom Fields** | Open the visual field editor for PDFs                            |

{% hint style="warning" %}
**Locked Configuration**: Once submissions exist for a blueprint, you cannot change the template file or modify field definitions. This ensures consistency across all submissions.
{% endhint %}

### Fill Tab

When you start or continue a submission, the Fill tab provides a purpose-built editor for completing fields.

| Feature               | Description                                                                           |
| --------------------- | ------------------------------------------------------------------------------------- |
| **Field List**        | All fields organized in a scrollable panel                                            |
| **Search & Filter**   | Find fields by name; filter by All, Empty, or Filled                                  |
| **Field Navigation**  | Move between fields with previous/next buttons                                        |
| **Input by Type**     | Appropriate input controls for each field type (text, date, checkbox, dropdown, etc.) |
| **Document Preview**  | Side-by-side preview of the document as you fill fields                               |
| **Fill with AI**      | Let Darcy fill fields through a chat conversation                                     |
| **Generate Document** | Create the completed document for download                                            |

## Field Types

Blueprints support the following field types:

| Field Type    | Input Control                  | Example Use                       |
| ------------- | ------------------------------ | --------------------------------- |
| **Text**      | Free-form text input           | Company name, project description |
| **Number**    | Numeric input                  | Budget amount, quantity           |
| **Email**     | Email-formatted input          | Contact email address             |
| **Phone**     | Phone-formatted input          | Contact phone number              |
| **Date**      | Date picker                    | Start date, due date              |
| **Checkbox**  | Toggle switch                  | Terms accepted, option selected   |
| **Dropdown**  | Select from predefined options | Status, category, priority        |
| **Signature** | Signature input                | Approval signature                |

## Visual Field Editor (PDF Only)

For PDF blueprints, the visual field editor lets you place and configure fields directly on the document.

{% stepper %}
{% step %}
**Open the Editor** From the Configuration tab, click **Edit Custom Fields** to launch the visual field editor.
{% endstep %}

{% step %}
**Drag Fields onto the Document** Select a field type from the toolbar (text, number, email, phone, date, checkbox, dropdown, or signature) and drag it onto the PDF page where you want it placed.
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**Position and Resize** Move fields by dragging them and resize by pulling the edges. Fields snap to the document grid for clean alignment.
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{% step %}
**Configure Field Properties** Click on a placed field to open its configuration panel where you can set:

* **Name** and **Key** for identification
* **Field Type** to change the input control
* **Required** toggle
* **Default Value**
* **Options** (for dropdowns)
* **AI Guidance** to help Darcy fill the field accurately
  {% endstep %}

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**Save** Click **Save** to apply your custom fields to the blueprint.
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## Filling with AI

Blueprints integrate with DarcyIQ Chat to provide AI-assisted field filling.

1. Open a submission and go to the **Fill** tab
2. Click **Fill with AI**
3. A chat conversation opens with your blueprint context loaded
4. Describe the information you want filled in, or paste content for Darcy to extract from
5. Darcy identifies relevant fields and fills them with appropriate values
6. Review the AI-suggested values and confirm or edit them

{% hint style="info" %}
**Pro Tip**: Add **AI descriptions** to your blueprint fields (in the Configuration tab) to help Darcy understand what each field expects. For example, adding "The client's full legal company name" to a "Company Name" field produces more accurate fills.
{% endhint %}

## Generating Documents

Once all required fields are filled, generate a completed document:

1. Click **Generate Document** in the Fill tab
2. DarcyIQ creates a filled version of your template with all field values inserted
3. Download the completed document

The generated document maintains the formatting and layout of your original template with the field values filled in.

## Sharing & Permissions

Share blueprints and submissions with team members for collaborative document completion.

| Permission | Blueprint Access                           | Submission Access                  |
| ---------- | ------------------------------------------ | ---------------------------------- |
| **Owner**  | Full control — edit, share, delete         | Full control on all submissions    |
| **Write**  | Edit fields, create and fill submissions   | Edit and fill assigned submissions |
| **Read**   | View blueprint and submissions (read-only) | View only                          |

To share a blueprint, click the **Share** button on any blueprint you own and invite team members with the appropriate permission level.

## Managing Blueprints

From the Blueprints list page:

| Feature            | Description                                                   |
| ------------------ | ------------------------------------------------------------- |
| **Search**         | Find blueprints by name or description                        |
| **Filter by Type** | Show only PDF, Word, Excel, PowerPoint, or Text blueprints    |
| **Sort**           | By name, date, document type, file size, or extraction status |
| **Edit**           | Update the blueprint name and description                     |
| **Share**          | Invite team members with Owner, Write, or Read access         |
| **Delete**         | Permanently remove the blueprint and all its submissions      |

## Use Cases

### Proposals & SOWs

* Upload your proposal template as a blueprint
* Create a submission for each client
* Fill with AI using meeting notes and project context
* Generate a polished proposal document

### Contracts & Agreements

* Upload contract templates with standard legal language
* Fill client-specific fields (names, dates, terms)
* Maintain consistency across all contracts

### Compliance & Reporting

* Upload regulatory forms or compliance checklists
* Create submissions for each reporting period
* Track completion progress across the team

### Onboarding & Intake

* Upload intake forms or onboarding documents
* Share with team members to fill collaboratively
* Generate completed forms for record-keeping

### Technical Documentation

* Upload architecture document templates
* Fill technical details for each project
* Maintain standardized documentation across engagements

## Best Practices

### Template Preparation

1. **Use Clear Placeholders**: Name your form fields and placeholders descriptively
2. **Consistent Formatting**: Maintain clean, consistent formatting in your templates
3. **Test with a Small Document**: Start with a simple template to understand field detection before uploading complex documents

### Field Configuration

| Practice              | Recommendation                                                                         |
| --------------------- | -------------------------------------------------------------------------------------- |
| **Descriptive Names** | Use clear field names like "Client Company Name" instead of "Field1"                   |
| **AI Descriptions**   | Add context to help AI fill accurately ("The project start date in MM/DD/YYYY format") |
| **Required Fields**   | Mark critical fields as required so submissions aren't generated incomplete            |
| **Dropdown Options**  | Pre-define options for fields with known values to ensure consistency                  |

### Submission Workflow

1. **Name Submissions Clearly**: Use a naming convention like "\[Client Name] - \[Date]"
2. **Fill with AI First**: Let AI handle the bulk of filling, then review and adjust
3. **Review Before Generating**: Check all fields before generating the final document
4. **Download Promptly**: Download generated documents and save to your project

{% hint style="info" %}
**Pro Tip**: Pair Blueprints with Projects — upload your templates as blueprints, fill them using project context, and keep the generated documents organized within your project workspace.
{% endhint %}


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