Complete a template from source material
Open an existing template or structured document, reference one or more source documents and ask Copilot to draft content into the relevant sections.
Where the action happens
Copilot in Word
Product or feature needed
In-app drafting from references
AI required
Yes
Extra credits
Usually no additional credits for normal Microsoft 365 Copilot use
Technical skill
Low to medium
Risk level
Medium - source information can be mapped incorrectly
Licence dependency
Requires a supported in-app Copilot experience.
Credit dependency
Usually none for normal in-app use.
UK availability
available
What it can do
- Use a destination document's existing structure as the framework.
- Bring information from source documents into the relevant sections.
- Useful for forms, reports, standard templates and recurring document structures.
Limitations
- The output can omit source details or place them in the wrong section.
- A person should review the completed template before relying on it.
Prerequisites
- An existing template or document structure and access to the source material.
Notes
Real-world time saver; deliberately generic.
Watch-outs for Work with documents
- This section explains what is possible, not whether a particular document should be used with AI.
- Check your organisation's policy and the information involved before using real work content.
- Use the AI Redlines where a task involves decisions or actions that should remain with people.
Last checked: 2026-10-09
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