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How to Create Business Documents with AI?

A practical, plain-language guide to the shortest route, the right screen, and what to know before continuing.

From guide to action

Open Documents & signatures

This opens the relevant work screen. You may be asked to sign in; no change is saved automatically.

Documents — Agreements and Business Documents in Minutes

In the menu: "Documents & Publications", Documents tab. Create professional business documents — employment agreements, meeting summaries, specifications, letters — with AI and branded design.

Creating a Document

  1. 1Open Documents & Publications
  2. 2Create a new document — describe to the AI what you need: "Employment agreement for website construction for [client], scope..., payment..."
  3. 3The AI generates a complete, designed document, structured in blocks
  4. 4Refinement — request changes in natural language: "Add a cancellation clause", "Soften clause 4"
  5. 5Send for Signature — the client receives a link and signs digitally from any device

Tracking

See when the document was viewed and when it was signed — everything is documented.

💡 Tip: Save a successful document as a template — next time, request "like the document for [previous client], but for..." and save time.

You can simply ask Up

Up answers using this guide, suggests the next step, and leads to the relevant screen.