Marloo

How to get started using the Marloo Document Generation feature

Document Generation - Quickstart

Quick answers to the most common questions about generating advice documents in Marloo.

Document Generation - FAQ

Turn any Marloo document into a client-ready slide deck, generate from the Documents tab, choose a style, edit in the canvas or with Ask Marloo, then present or export to…

Create slide decks from any document in Marloo

Document Generation Template Refinement

Document Generation Tips and Tricks

Using the citations feature in Marloo to accelerate document review

Review Mode

Setting instructions and files to be used across your Marloo instance.

Company Context and Global Instructions

Get your firm's branding onto Marloo exports: upload one existing document, add your cover page, export.

Set up your first document style

How to create beautiful Marloo outputs that look and feel like your own

Customise your document styling

Upload a branded cover page to Marloo and use dynamic field placeholders to personalise every exported document.

How to add cover pages to Marloo exports

Janaya Ravji

Liam McGuire

Jessica Zhan

Everything you need to know about Doc Gen

Document Generation

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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