MC1218000 - 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