Assemble the transmittal
A batch transmittal template stitches deliverables across many cases into one packet using source tabs and a Batch field. It computes totals from case data and pulls your company address using field bindings.
A transmittal hands everything to the client. Four documents live on one bid case to form a single running record. This includes the invitation to bid, the confirmation, and the invoices. The transmittal template spans multiple cases to build one combined packet. You select cases on the dashboard and click Autofill.
Batch autofill requires the Pro or Scale plan. The template editor itself works on every plan. The Free plan allows 3 templates. The Lite plan limits you to 15.
Stitch the packet
The transmittal starts as an empty shell whose pages come entirely from other documents. You build the page order in the document bar directly above the preview canvas. Each document gets one source tab to order the pages of the combined output.
The Add popover lists Sources from this workspace at the top. Each source shows its category chip and any automation chips. A divider separates the list from the Upload new file and Blank page actions.
The preferred path is a reusable workspace document. You upload a cover sheet once and reference it from the first tab. For the construction sample, you add the Work Performed Affidavit and Invoice sources. Uploading a new file derives the document category from its name. You can drop a Blank page between sections to create a separator.
Combiner edits are local and nothing writes until you click Save. You can click Discard to revert every edit since the last save. A confirmation dialog appears to prevent accidental data loss.
Removing a source tab opens a confirmation dialog because every placed field goes blank. Blank tabs remove immediately, and the Data tab has no remove button. If a referenced source is deleted, the orphaned tab renders a blank page.
Click an active tab's chevron to open the dropdown. The dropdown holds per-row AI instructions and an automation section. You can rename the document using Document settings. The Include pages from source input commits its text on blur or Enter.
Configure the batch field
A later invoice extracted through the same template overwrites that key. To get distinct amounts across cases, use a Batch field.
Click Add field and select the Batch field type. Open the Schema Fields section to add a repeated column for the case identifier. Add columns for the E-Number, address, and description. Use the Rows: counter to set the number of repeated rows. You can add an Extracted input to capture the batch count.
Compute totals and bind data
The app reads numbers already in case data and does the arithmetic. Add a field to the cover and open the Outputs section. Click Add output to create a derived output. Set the Kind picker to Computed.
The expression is JSON with an op and args. Point a sum operation at a key pattern. The sample transmittal sums row amounts using a bid_total__items[*].amount key. Wrap the sum in a formatCurrency operation with a USD literal to format the value.
A computed reference can point at any key stored on the case. This includes extracted inputs, question inputs, static inputs, and earlier computed outputs. It reaches only across data within the same case. A manual edit to a computed value on the case wins over recomputation. An output dependent on an unanswered question renders blank.
You can calculate the days remaining on a bid. Point a daysBetween operation at $today and the due_date key. The $today variable re-evaluates on every view to update the countdown automatically.
For company information, use a Binding output instead of a formula. Set the source to System to stamp today's date. Set the source to Company profile to pull your address. Both bindings resolve fresh at generation and the app never saves them.
Click Add write zone to drop a zone at page center. Position it where the value should print.
Run the batch
Select your cases on the dashboard and click Autofill.
The review modal shows source selector dropdowns to let you pick the file. The template resolves each tab to the case file carrying that category. An empty row runs against the template's stored copy. The pages assemble in tab order while the computed total recomputes.
You can apply a one-off correction using the Special AI instructions box. It applies to that single run only and is never saved. You find this box in the review modal. It also exists on the editor's Data tab and the case's Documents console.