Overview

Describe a document to the Config Assistant and it drafts the whole template for you: the title, paragraphs, any table and the signature. You can now do this from your phone, too. The chat and the document open as tabs side by side, so you can move between the conversation and the document's Editor, Preview and Settings.

In this article, you'll learn how to:

• Ask the Config Assistant to draft a document
• Edit the document
• Preview it the way your customers will see it
• Choose its settings and publish it

Note: The assistant only drafts. Nothing reaches your crews or customers until you tap Publish.

Ask for a Document

1. In the Office App, tap the settings gear in the header to open the Config Assistant.
2. Describe the document you need, for example: "A fragile items release form where customers list their fragile items and sign that we're not liable for items they packed."
3. The assistant shows what it's working on. When it's done, it lists what it put in the document, and the document appears as a second tab next to Chat.

Edit the Document

Open the document tab. It opens on Editor, which lists every item the assistant added, top to bottom. You can:

• Change the wording of any item
• Reorder or delete items
• Add columns to a table
• Tap Add Item to add something new

You can also go back to the Chat tab and ask the assistant to make changes for you.

Preview the Document

Tap Preview to see the document exactly as your customers will see it, sized to your screen.

Choose Settings and Publish

Tap Settings to choose how the document is used. These are the same options as on a computer:

• Document Type
• Email this document to customers at the end of a move
• Set as default template for confirmation documents
• Set as default template for quote documents

When the document is ready, tap Publish. You'll return to the Config Assistant with a Document template published! message, and the document is live in your document templates.

Important Notes

⚠️ Publishing makes the template available right away. If you set it as a default, it replaces your current default for that document type.

⚠️ Review legal wording, such as liability releases, before you publish.

FAQ

Can I finish a document on my computer that I started on my phone?
Yes. Open Recents in the Config Assistant and pick up the chat on any device.

Where do published documents go?
Into your company's document templates, alongside the ones you've built before.

Need Help? If you have questions about building documents with the Config Assistant, contact our Product Experts team at help@supermove.com.