← Ristmark

Getting started

Ristmark turns your existing Word and RTF documents into reusable, data-driven templates — then generates clean PDF, HTML or DOCX from them, on demand or via API.

1. Migrate a document

Click Migrate a document (top of the sidebar) and upload a .docx or .rtf file — the primary, highest-fidelity path. Ristmark reconstructs its structure and uses AI to label the parts that vary — names, dates, amounts — turning them into fields. Every field gets a confidence score, so the ones the AI is unsure about flag themselves. PDF and image files are also accepted, via a visual reconstruction (Beta) mode that’s lower-fidelity — review those more carefully. (AI migration is in Beta.)

2. Review the result

You land in the review view: your reconstructed document with its fields marked by confidence band. Green is high-confidence; amber and red want a look. Accept what’s right, Correct what isn’t. Your corrections are remembered — the next similar document applies them automatically.

3. Edit the template

Open the template in the editor. It works like a familiar document editor: click any block or field to edit it, change text, adjust layout, add or remove blocks. Fields you mark as data-bound pull from your data at generation time; everything else is fixed boilerplate.

4. Generate

Render your template to PDF, HTML or DOCX — from the app (open Preview, pick the format, then Download final), or programmatically via the /v1 API. Generation is 100% deterministic: no AI runs at generation time, so the same data always produces the same document.

PDF is the pixel-faithful format. DOCX is a genuinely editable Word document rather than a copy of the canvas, and has known limits: a letterhead background is not carried into DOCX yet — only the PDF render includes it; table borders are applied per table rather than per cell; and nested lists export as ordinary paragraphs with their bullet or number characters written into the text. The app shows the same note next to the DOCX preview.

Have a batch of records instead of one? See Generate from a spreadsheet — upload a CSV or Excel file and generate one document per row.

5. Consolidate near-duplicates (optional)

If you have many near-identical templates, open Similar to cluster and merge them into one parameterised template — so you validate a single set of fields once instead of re-checking every copy.