Use this workflow when you want a document draft that pulls from your current project data.
Open a template
Open your project and go to Drafts. In the template gallery, select the template you want to use.
If the template includes dependency questions, answer them before the draft opens.
Name the draft and fill the required inputs
On New Draft, enter a Draft Name.
Then complete the selectors required by that template. Depending on the template, you may need to choose source documents, charts, claims or limitations, products, or claim-construction data.
If you see a warning about missing user settings, the draft can still be created, but placeholders may remain in the content until you fill those settings.
Create the draft
Click Create Draft.
&AI saves the draft, starts any required resolution or generation work, and adds the result to the project's Drafts list.
Review the result
Open the new draft from the list to keep editing, regenerate content where needed, or export it when it is ready.
When to use New Pitch Deck instead
If you are starting from a complaint and want a pitch deck, use New Pitch Deck from the Drafts page instead of a template card.