(Updated) Microsoft 365 Copilot: Structured document generation with Forms

Updated September 2, 2026: We have updated the timeline. Thank you for your patience. 

[Introduction]

We are introducing structured document generation with Microsoft Forms in SharePoint. This capability will help organizations generate standardized, compliant documents through simple form-driven experiences. It will reduce manual effort, improve template consistency, and support governance across high-volume document workflows. Creating and configuring structured document forms will require a Microsoft 365 Copilot license.

This message is associated with Microsoft Roadmap ID 545896.

[When this will happen]

Public Preview: We began rolling out opt-in in mid-February 2026 and completed by end of March 2026. Starting June 15, the public preview will be on by default.

General availability (Worldwide): We will begin rolling out October 2026 (previously September) and expect to complete by end of October 2026 (previously end of September).

[How this affects your organization]

Who is affected:

• All Microsoft 365 tenants using SharePoint Online
• Users with a Microsoft 365 Copilot license who will create structured document forms

What will happen:

• Users with a Microsoft 365 Copilot license will be able to create structured document forms linked to approved SharePoint templates.
• Business teams will be able to maintain and enforce template governance while enabling document generation across the organization.
• Users will be able to generate consistent, compliant documents by completing a form.
• Existing SharePoint permissions, governance policies, and information management controls will continue to apply.
• Document generation through published forms will be available based on standard SharePoint permissions.
• The feature will be on by default; no admin action will be required.

Screenshot 1 - Review and refine AI-suggested fields before publishing:

Screenshot 2 – Edit content and apply advanced template customizations, including conditional sections in Word:

[What you can do to prepare]

No admin action is required. You may choose to:

• Inform business stakeholders who manage templates and document workflows.
• Review opportunities to streamline document processes with form-driven generation.
• Update internal documentation or training materials if needed.

Watch the video: Generate documents by filling in the form (18 seconds)

[Compliance considerations]

No compliance considerations identified. Review as appropriate