Document Templates
Document Templates is where the Org Admin customizes the master markdown structures that DeX's AI Document Compilation Engine follows when generating documents for every project in your organization. This is an organization-wide setting — change it once here, and every future generation across every project uses the updated structure.
Available Templates
From Organization → Document Templates, you can edit five master templates, one per tab:
| Template | Used For |
|---|---|
| BRD Template | Structure for every generated Business Requirement Document. |
| SRD Template | Structure for every generated Software Requirement Document — see Specification — FSD & SRD. |
| FSD Template | Structure for every generated Functional Specification Document. |
| Dev Plan Template | Structure for the Development Plan generated in Phase 3. |
| Dev Tasks Template | Structure for the Development Tasks breakdown generated in Phase 3. |
Each template is a markdown file (e.g. brd_sample.md) defining the section headers, table structures, and formatting the AI should follow when it generates that document type for any project.
Editing a Template
- Select the template tab you want to edit (e.g. BRD Template).
- Edit the markdown structure directly in the editor.
- Click Save Template.
📐 You're editing the skeleton, not the content. The sections, headers, and table shapes you define here are what every future BRD/SRD/FSD will be generated into — the AI still fills in project-specific content based on each project's brief. To see what a fully-populated document generated from the default template structure looks like, see Sample BRD — Loanmind AI, Sample SRD — Loanmind AI, and Sample FSD — Loanmind AI.
⚠️ Changes here apply organization-wide and only affect documents generated after the change is saved. Projects with documents already generated under the previous template are unaffected unless you Regenerate them.
When to Customize a Template
Common reasons to edit a master template:
- Your organization requires a specific section (e.g. a dedicated Regulatory Compliance section in every BRD) that isn't part of the default structure.
- You want generated documents to match an existing internal documentation standard.
- A particular project category (e.g. FinTech vs. Developer Tools) consistently needs a different default shape, and you'd rather adjust the template once than edit every generated document by hand.
What's Next
- Done configuring your organization? Head back to Projects to create your first project.
- Need to manage who can do what first? Go to Invite Members.