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.

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.

Overview

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

1

Open Blueprints Navigate to the Blueprints section from the sidebar.

2

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.

3

Wait for Field Extraction DarcyIQ analyzes your document and automatically detects fillable fields. You'll see the extraction status progress from pending to completed.

4

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.

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

Locked Configuration: Once submissions exist for a blueprint, you cannot change the template file or modify field definitions. This ensures consistency across all submissions.

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.

1

Open the Editor From the Configuration tab, click Edit Custom Fields to launch the visual field editor.

2

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.

3

Position and Resize Move fields by dragging them and resize by pulling the edges. Fields snap to the document grid for clean alignment.

4

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

5

Save Click Save to apply your custom fields to the blueprint.

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

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.

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

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.