From the file you trust to a template
Not written from scratch. The one you already use, made reusable.
Bring the document however you have it — a PDF, a Word or PowerPoint file, even a screenshot of one. Your templates live in a quiet corner of your vault; drop a file straight onto the page to begin, or hand it over in chat.
- 1
Drop the document in
Onto the Templates page in your vault, or attach it in chat: "turn this into a template".
- 2
It comes back as a template
Same layout, same brand band, same feel — with the parts that change marked as fields ready to fill. You see it next to the original, so you can judge the likeness yourself.
- 3
Name what changes, if it guessed wrong
If a value should be fixed, or a fixed line should be a field, just say so — the template is editable like anything else here.
This month’s numbers, poured in
The re-fill is the part that saves the afternoon. Ask for the template with current values and 1Presence gathers them from your connected world — the figures from the sheet in your Drive, the details from an email thread, the state of a record you keep — and pours them into the fields, showing where each one came from so you can trust it or correct it at a glance.
Revenue from the finance sheet, headcount from the people doc, churn from last week’s review — each field labelled with its source.
Points the field at the better source; every future re-fill follows it.
A clean, polished PDF, ready to send.
Values are gathered, never invented — if something cannot be found, the field says so rather than being quietly made up. You nudge anything that needs it, then export.
August next to September next to October
Each re-fill can be saved as a named, dated version — this month’s beside last quarter’s, nothing overwritten. Restore any version back into the fields with a tap, or save a copy anywhere in your vault to file or share.
Opens the August version — the exact document, as it went out.
Hand it to a routine
A template is most powerful once you stop touching it. Hand one to a routine and the document re-fills itself on a schedule — this week’s report written every Monday, the finished version waiting in your vault before you are at your desk, every figure still carrying its source.
A routine takes the job. You confirm the schedule once; it runs from then on, and you can pause it any time.
Honest about the edges
Recreating a document faithfully is genuinely hard, and 1Presence is honest about where it lands: fonts are matched to the closest available, a logo or chart may come across as an image rather than perfectly redrawn, and a Word or PowerPoint file comes back as a PDF. You always see your template next to the original — it gets you most of the way there in seconds and leaves the last few per cent to your eye.
Kept, reused, sourced
The document you trusted, brought forward on its own.
Drop in the report, the proposal, the invoice you already use. Get back a template that looks just like it — re-filled in a sentence or by a Monday routine, with every figure showing where it came from.
Common questions
What can I turn into a template?
A PDF, a Word document, a PowerPoint deck, or a screenshot of any of them. Reports, one-pagers, proposals, statements of work, invoices, forms, recurring letters — anything where the structure stays and the values move.
Where do the re-filled values come from?
From your connected world — Drive sheets, email threads, vault notes, records you keep. Each filled field shows its source, and values are gathered, never invented.
Is my original document changed?
No — the original is read, never touched. The template is a new thing in your vault, kept beside it.
Will it look exactly like my original?
Very close, honestly not always pixel-perfect: fonts are matched to the closest available and a logo or chart may carry over as an image. You see template and original side by side and own the final touches.
Start with the document you dread rebuilding.
Hand it over once. From next month, it fills itself.
Templates and every dated version live in your vault, exportable as clean PDFs.