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The Create new file section in the Library with template cards and the All file templates button
File templates let you save existing documents or slide decks and reuse them as the starting point for new AI-generated files. When you start a new document or presentation in chat, you can pick a template. Langdock will generate the new file matching its format and style.

Supported formats

Templates can be uploaded in the following formats: Maximum file size: 256 MB PDF templates must be portrait. Landscape PDFs are not accepted; upload the original .pptx or .potx instead.

Browsing and using templates

From the Library, click All file templates under Create new file to open the template gallery. You can also access templates directly when starting a new file in chat. Each mode (Create document, Create presentation) shows a Use a template section.
The File Templates gallery with ownership tabs, type filter, sort control, search field, Add template button, and a grid of template cards

Filtering and sorting

The gallery lets you narrow down templates by:
  • Type: All types, Presentation, or Document
  • Ownership: All, Mine, or Shared with me
  • Sort: Newest, A–Z, or most used

Previewing a template

Click any template card to open a full-screen preview with a carousel of all pages. From the preview you can see the layout and content before committing to it.
Full-screen template preview showing the slides of a template and the Use this template button

Using a template

Click Use this template in the preview to open a new chat with the template already attached. Langdock will use the template’s format and style when generating your file.
A new chat in Create presentation mode with the Use a template section below the input and one template selected

Attaching a template to an agent

You can also attach file templates to an agent so it always generates files in that format. In the agent editor, go to the Actions section, click Add action, and pick the template from the File Templates tab. To remove it, click the X on its card in the Actions section.
The Select action dialog in the agent editor with the File Templates tab open
Alternatively, ask in the Agent Builder chat: “Attach the quarterly report template to this agent” or “Remove the pitch deck template”. The builder searches templates you have access to, attaches matching ones, and shows the change inline.

Uploading a template

1

Open the template gallery

In the Library, click All file templates to open the gallery, then click the + button (Add template). You can also drag and drop a file directly onto the gallery dialog.
2

Upload your file

You have two ways to provide the file:
  • From your computer: select a file directly. Supported formats: .pptx, .ppt, .potx, .docx, .dotx, .pdf (max 256 MB).
  • From a connected integration: import from Google Drive, OneDrive, or another connected source using the integration picker in the upload dialog.
The Upload template dialog with the Attach button, drag and drop hint, and supported formats
3

Wait for analysis

Langdock analyzes the file and suggests a description and instructions. The template name is taken from the filename. This takes a moment. You’ll see a progress indicator while it runs.
The upload dialog during analysis with a status message and progress bar
4

Review and save

Check the name and instructions, edit them if needed, and click Save. The template is now available in the gallery for you and anyone you share it with.
The upload review step showing the analysis banner, template name, and instructions fields

Managing templates

Each template card has a context menu with the following actions:
A template card in the gallery with its context menu open, showing Edit, Share, Download, and Delete

Sharing templates

You can share a template with individual users or groups in your workspace. Open the share dialog from the template card’s context menu, search for users or groups, and confirm.
The template share dialog with people search, People with access list, and General access set to Restricted
Template sharing works like Skills sharing but uses its own permissions. There are two permissions in workspace roles that control what users can do:
  • Share templates: Enabled for everyone by default. Any user can share a template with specific people or groups.
  • Share templates with workspace: Admin-only by default. Only admins can make a template available to the entire workspace.
You can adjust these defaults in User Management → Roles.

Admin: enabling templates

Templates are built on top of Skills and require Skills to be enabled in your workspace. When Skills are disabled, templates will not appear in the Library or in chat. By default, any user can share a template with specific users or groups, but only admins can share a template with the entire workspace. You can adjust both defaults under User Management → Roles.
Go to Settings → Workspace to manage Skills availability for your workspace. On dedicated deployments, admins can additionally turn templates off with Enable templates for this workspace under Settings → Workspace → Library, even when Skills stay enabled.

FAQ

If you do not see the upload controls in the Library or in chat, your workspace role may not include the Create skills permission required to upload file templates. Ask a workspace admin to check this permission under User management → Roles.
Templates work best when the structure is clear, reusable, and not overly dependent on fragile formatting. Use consistent headings, placeholders, and example content. Complex presentations or documents with strict brand layouts may require more testing and iteration.
Keep the template focused on the structure you want to preserve. Remove outdated content, use clear placeholder text, and include examples for sections that should be generated. If brand assets, fonts, or layout rules matter, include them directly in the template and describe the expected output in the prompt.
Generated files may differ when the model has to adapt content length, infer missing structure, or recreate formatting from ambiguous examples. More complex layouts, charts, tables, and presentations are more likely to need manual review or multiple iterations.