> For the complete documentation index, see [llms.txt](https://docs.filed.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.filed.com/reference/products/binder/template-automation.md).

# Template automation

## The idea

Many firms already have their own standard templates for engagement work: a 1040 workbook, an AICPA-style checklist, a firm-specific lead sheet layout. Rather than replacing those with Filed's own formats, the goal is for Filed to complete a firm's existing template automatically, using the same document intelligence that powers Forms, Pre-Entry Notes, and leadsheets - so the deliverable a firm is already used to producing gets filled in without manual data entry.

## What this looks like today

A firm's template is provided to Filed, and Filed populates it with the client's extracted and reviewed data rather than a preparer copying figures in by hand. The result is intended to be a completed version of the firm's own document - not a Filed-branded substitute - so nothing changes about what the firm files or delivers internally.

## Where to check current template automation availability

Given this capability is still maturing, check with your Filed contact on:

* Which template types are supported today (1040 workbook, AICPA checklist, lead sheet layouts, or others)
* How to register or upload a firm's own template
* Whether this is available self-serve or requires setup assistance

## Related

* [Reading lead sheets](/reference/products/binder/leadsheets.md) - Filed's own generated leadsheet format, available today independent of any firm-specific template
* [Downloading the Binder](/reference/products/binder.md#downloading-the-binder) - the existing PDF, Excel, and CSV export options that work today regardless of template automation status


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