Andri
Document Generation

Adding your firm letterhead

Add your firm's letterhead to Andri so you can apply your logo, address, and branding to the documents Andri generates.

Before you begin: You will need a Word document (.docx) with your firm's letterhead template. Any member of your firm can upload it, and you do not need to be an admin.

About letterhead in Andri

Andri uses Word templates in your Company Knowledge Base as letterhead. When you upload a letterhead template, you can apply it to any document you generate through case chat or Actions. The template preserves your logo, fonts, margins, headers, footers, and overall formatting.

Benefits of using letterhead templates:

  • Your logo, address, and contact details appear on every document you build on the template

  • Consistent branding across the AI-generated documents you apply it to

  • Headers, footers, and page numbers follow your firm's layout

  • A .docx letterhead styles Word output; Excel and PowerPoint need a template in their own format

Step 1: Prepare your letterhead template

Create a Word document (.docx) with your firm's branding. This includes your logo, fonts, colors, margins, headers, footers, and page numbers. Set up everything in Word before uploading to Andri.

We recommend a PNG logo with a transparent background, at least 300px wide.

Upload a complete example document, not just a blank template. Andri learns from filled examples and adapts them dynamically for each case.

Step 2: Upload to your Company Knowledge Base

Go to your company settings and upload the template:

  1. Click your company name in the top navigation bar

    Click your company name in the top navigation bar

  2. Click Knowledge base in the left sidebar

    Select Company Knowledge Base from the sidebar

  3. Click Upload Knowledge Base Documents

    Upload Knowledge Base Documents button

  4. Select your letterhead Word document (.docx)

  5. Click Upload

After uploading, the template is processed and becomes available across all your cases. The document is encrypted and stored securely. Only members of your organization can access it.

Step 3: Use your letterhead in case chat

Apply your letterhead template to any document you generate:

  1. Open a case and go to the chat

  2. Type @ in the chat input

  3. Go to Company Documents (your firm's knowledge base) with the arrow keys or with the arrow icon in the header of the @ menu

  4. Search for your template name (for example, "letterhead" or "firm-template")

  5. Select your letterhead template from the list

  6. Add your document instructions, for example: "Create a letter to opposing counsel using this template"

  7. Andri generates the document with your letterhead formatting

The AI fills templates intelligently, adding clauses, renumbering sections, and translating content as needed. It does not just fill placeholders.

Customizing firm instructions

In addition to templates, you can set custom instructions for your firm:

Any member of your firm can set and edit Firm Customisations. Only admins can rename the firm and manage members.

  1. Click your company name in the top navigation bar

  2. In the Firm Customisations field, enter any special instructions for document generation

  3. Click Update Company

Use Firm Customisations to specify preferences like document style, formatting rules, or standard language to include. This is separate from your letterhead template.

Best practices for letterhead templates

  • Naming: Use clear names like "letterhead" or "firm-template" so team members can find the template easily

  • Logo quality: Use a high-resolution logo (at least 300px wide) with transparent background for best results

  • Test documents: Generate a test document after uploading to verify the formatting appears correctly

  • Update templates: Re-upload your template whenever your branding or contact details change

Applying templates to drafts

You can also apply your letterhead to an existing draft:

  1. Open the case and click Drafts in the left sidebar

  2. Open the draft

  3. Click Export

  4. Select your letterhead template in the Export with Template dialog

  5. Download the formatted document

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