---
title: "Document Templates"
slug: "document-templates"
tags: ["Quality Modeller", "Requirements Modelling"]
updated: 2026-10-08T14:27:58Z
published: 2026-10-08T14:27:58Z
canonical: "knowledge.curiositysoftware.ie/document-templates"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://knowledge.curiositysoftware.ie/llms.txt
> Use this file to discover all available pages before exploring further.

# Document Templates

## Introduction

Document Templates let you turn a model into a formatted document, such as a model summary, a requirements write-up or a review pack. You build the template once, then reuse it across any model in the workspace.

A document template is an ordered list of sections. When a document is generated, Quality Modeller builds each section in turn and outputs the result as a DOCX, HTML, Markdown or PDF file.

Sections can contain:

- Static text, written in markdown, with model attributes such as the model name or creation date.
- An image of the model flowchart.
- AI-generated content, using one of your Generative AI prompts.
- Content pulled in from the model's subflows (BETA).

The rest of this document shows you how to navigate the Document Templates screen, create a new template and set up each type of section.

## Document Templates screen

This is the main screen for viewing and managing your document templates![](https://cdn.document360.io/77f722a6-2d0a-49fa-8074-572515a6c4b8/Images/Documentation/ae6b6cd1-7c0d-4a3b-b2c7-532a4b4d929e.png)

In order to navigate to this screen:

- On the left hand menu select:
  - Management section → Workspace (expanded) → Configuration
- On the table select:
  - Document Templates tab

### Document template table column and button descriptions

| Column/button name | Content/action |
| --- | --- |
| **Name** | The name of the template. |
| **Format** | The output format the template generates: DOCX, HTML, Markdown or PDF. |
| **Action** (edit icon) | Opens the template so you can edit its settings and sections. |
| **Action** (bin icon) | Delete this template. |
| **Filter** (funnel icon) | Toggle the search fields for the document templates. |
| **New Template** | Create a new document template. The steps for this are listed in the section Adding a new document template. |

## Adding a new document template

This describes the options available when creating a new document template (using the New Template button). The same screen opens when you edit an existing template.

![](https://cdn.document360.io/77f722a6-2d0a-49fa-8074-572515a6c4b8/Images/Documentation/7a2d020e-4ea3-4cb9-bd56-e873bb68e418.png)

| Field/button | Description |
| --- | --- |
| **Name** | Name for your template. This is required. |
| **Metadata** | Expand to view or add metadata for the template. |
| **Output Format** | The file type the document is generated as. Choose from DOCX, HTML, Markdown or PDF. |
| **Number Sections** | Switch on to number each section in the generated document. |
| **Author in Title** | Switch on to include the author in the document title. |
| **Table of Contents** | Switch on to add a table of contents to the generated document. |
| **Add Section** | Add a new section to the template. The section types are listed in the section Section types. |
| Drag handle (dotted icon) | Drag a section up or down to change its position. Sections are generated in the order they appear in the list. |
| Edit (pencil icon) | Edit this section. |
| Delete (bin icon) | Delete this section. |
| **Cancel** | Close the template without saving your changes. |
| **OK** | Save the template. |

### Output Format

![](https://cdn.document360.io/77f722a6-2d0a-49fa-8074-572515a6c4b8/Images/Documentation/8f4c54ae-d9f3-4fbe-8776-4f161120b455.png)

Pick the format that suits how the document will be used. DOCX and PDF suit documents you share or sign off. HTML and Markdown suit documents you publish to a wiki or repository.

## Section types

Each section has a type, which sets what content it adds to the document. You choose the type in the Section Type dropdown when adding or editing a section. Every section also has a **Name** (required) and an optional **Metadata** area.

| Section type | Label in the list | Description |
| --- | --- | --- |
| **Static** | STATIC | Fixed text written in markdown. You can insert model attributes, which are filled in when the document is generated. Use it for titles, headers, footers and any standard wording. |
| **Flowchart** | FLOWCHART | Adds an image of the model flowchart to the document. |
| **LLM** | LLM | Adds AI-generated content, using one of your Generative AI prompts to write about the model. |
| **SubflowPlaceholder** (BETA) | SUBFLOWPLACEHOLDER | Pulls in content from the model's subflows, if there are any. This feature is in BETA. |

### Static

![](https://cdn.document360.io/77f722a6-2d0a-49fa-8074-572515a6c4b8/Images/Documentation/db012f08-7562-48a4-ae7f-0b57cd1dd8ca.png)

| Field/button | Description |
| --- | --- |
| **Content** | The text for this section. It supports markdown, so you can add headings, bold, italics, lists and links. |
| **Model Attribute** | Inserts a model attribute tag at the cursor, for example {{TestModelAttributes.Name}}. The tag is replaced with the model's value when the document is generated. See the full list in Model attribute list. |
| **Preview** | Shows how the markdown will look. Tags show as written, as they are only filled in at generation. |

### Flowchart

Adds an image of the model to the document. Give the section a name and place it where you want the image to appear.

### LLM

![](https://cdn.document360.io/77f722a6-2d0a-49fa-8074-572515a6c4b8/Images/Documentation/365b022b-e6d7-4684-9713-29ef6755ada0.png)

| Field | Description |
| --- | --- |
| **Prompt** | The Generative AI prompt used to write this section, for example Custom model review or Custom model summary. The list shows the prompts available in your workspace. |

Generative AI must be configured for your workspace to use this section type. See Configure Generative AI (Default) Connection.

### SubflowPlaceholder (BETA)

Pulls in content from the model's subflows, if there are any. There are no other settings to configure. This feature is in BETA and may change.

## Example: Master template

The Master template in the screenshot above produces a DOCX with numbered sections, the author in the title and a table of contents. It is built from five sections, generated in this order:

| Order | Section | Type | What it adds |
| --- | --- | --- | --- |
| 1 | Header | Static | The model name as a heading, using `# {{TestModelAttributes.Name}}`. |
| 2 | Image | Flowchart | An image of the model. |
| 3 | AI Review | LLM | An AI review of the model, using the Custom model review prompt. |
| 4 | Subflow Placeholder | SubflowPlaceholder (BETA) | Content from the model's subflows. |
| 5 | Footer | Static | The date and time the document was generated, in italics. |

The Footer section uses the content `_Generated at {{DATE_TIME}}_`.

![](https://cdn.document360.io/77f722a6-2d0a-49fa-8074-572515a6c4b8/Images/Documentation/91f34f5b-c978-4b09-9a09-2f387e56d8b6.png)

## Exporting a document using a template

When you want to use a document template to export information from a model, follow the steps below.

1. Open the model you want to export.
2. Click the **Export** button in the model toolbar.

![](https://cdn.document360.io/77f722a6-2d0a-49fa-8074-572515a6c4b8/Images/Documentation/b1983c0c-8c41-4bb3-987d-3d60a3aacec8.png)

1. Select **Document Template** from the Export menu.

![](https://cdn.document360.io/77f722a6-2d0a-49fa-8074-572515a6c4b8/Images/Documentation/6a84c950-5804-4c6f-bab8-32bb4fa6f9e5.png)

1. In the Export using Document Templates window, select the configuration you need, as shown below. The fields are described in the table underneath.
2. Click **OK** to generate the document.

![](https://cdn.document360.io/77f722a6-2d0a-49fa-8074-572515a6c4b8/Images/Documentation/d6720272-7257-41ad-91f6-31906a3450ce.png)

### Export using Document Templates field descriptions

| Field/button | Description |  |
| --- | --- | --- |
| **Export option** | Choose how the template is applied to the model and its subflows: |  |
|  | Current model only | Applies the selected template to the current model only. LLM sections can still reference the contents of subflows. |
|  | Current model and subflows by level | Applies a template to the current model and a different template to each nested subflow, joined into a single document. You choose the subflow templates by level. |
|  | Current model and subflows by individual | Applies a template to the current model and a different template to each nested subflow, joined into a single document. You choose a template for each subflow individually. |
| **Ignore LLM Output Cache** | Switch on to generate fresh content for LLM sections rather than reusing cached output. |  |
| **Master Template** | The template applied to the current model. This is required. |  |
| **Output Format** | The file type of the generated document: DOCX, HTML, Markdown or PDF. |  |
| **Subflow Level 1 Template (and all lower levels)** | The template applied to subflows at level 1 and every level below it. Only shown for Current model and subflows by level. |  |
| **Add level** | Adds a template for the next subflow level down. |  |
| Remove (red x) | Removes that subflow level's template. |  |
| **Cancel** | Close the window without exporting. |  |
| **OK** | Generate the document. |  |

## Appendix

### Model attribute list

These attributes are available from the **Model Attribute** button in a Static section. Each one is replaced with the model's value when the document is generated.

| Attribute | Description |
| --- | --- |
| Name | Name of the model. |
| Link | Link to the model. |
| Description | Description of the model. |
| Background | Background of the model. |
| Tags | Tags on the model. |
| Created Date | Date the model was created. |
| Creator | User that created the model. |
| Assignee | User that is assigned the model. |
| State | State of the model. |
| Priority | Priority of the model. |
| Version | Version number of the model. |
| Custom Field | Model custom field. |
| Date and time | Date and time of generating the document. |