Customising templates

This guide will show you how customise a template to tailor your Paradino documents to your needs. In Paradino, customising templates is simple, flexible and extremely powerful, and instructions are written in plain English.

Templating basics

Paradino generates summaries and advice documents with strict adherence to the provided templates to ensure a structured, accurate and comprehensive output. Customising templates, however is simple and extremely flexible. Here is how you get started:

• A heading in a template represents a topic to be summarised. The AI model will scan and analyse the recording or reference material and create a topic summary based on the heading.
• If there is simply a heading, Paradino will summarise the topic in a concise paragraph.
• Underneath the heading, you can optionally add an instruction in two ways:
  1. An example, such as a few bullet points or a table header, or
  2. A natural language instruction to the model with the style and formatting you want

Here are a few examples with a natural language instruction:

You can see that tailoring both style, formatting and focus points can be achieved with a easy to understand, English instruction.

Here is how you can extract information from the meeting and populate tables:

Creating a custom template

Paradino ships with a number of default templates that have been developed to produce accurate and comprehensive file notes and advice documents. You can get up and running quickly by using one of these, or if you want to customise these to your own needs, you can go to Templates, select one of our default templates and then Save As in the document editor panel.

Uploading your practice or licensee template

You can also upload a PDF of your practice or licensee template and Paradino will process this and generate an AI friendly version for you to refine and finalise in the document editor panel.