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(Updated) Microsoft 365 Copilot: Structured document generation with Forms
MC1218000 · build prod-20251231-200323
Category
stayInformed
Severity
normal
Major change
False
Last modified
2026-07-10 18:28:44
Summary source
Azure OpenAI (gpt-4.1)
Action by (Graph)
Action by (AI)
2026-02-01 00:00:00
Services
Microsoft Copilot (Microsoft 365)
Tags
Updated message, New feature, User impact, Admin impact
Master tags
User, Admin, Copilot License
Roadmap IDs
545896

One-line summary

Structured document generation with Microsoft Forms in SharePoint enables Copilot-licensed users to create compliant documents from forms, supporting consistent template governance.

Similar updates

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Details

RoadmapIds
545896
Summary
Microsoft 365 Copilot enables structured document generation in SharePoint via form-driven experiences, requiring a Copilot license. Public preview began mid-February 2026; general availability starts September 2026. It ensures consistent, compliant documents with template governance, applying existing SharePoint permissions and policies. No admin action needed.
Platforms
Desktop, Web

Body (from Message Center)

Updated July 10, 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 September 2026 (previously July) and expect to complete by end of September 2026 (previously end of July).

[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

Raw JSON (for debugging)

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