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Power Platform Community / Forums / Copilot Studio / Issues with the "Docum...
Copilot Studio
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Issues with the "Document Output" feature

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Posted on by 8
Hi Everyone,

we are currently experiencing an issue with the Document output feature in Copilot Studio:
 
  • We created an extremely basic Word document and added a few placeholders using double curly brackets (e.g., {{FieldName}})
  • In the prompt, we selected Document Settings under Model response and uploaded the Word template
  • We successfully tested the prompt: placeholders were correctly replaced and the generated Word document looked as expected
Issue encountered:
After the successful test, when we click Save, the save operation fails with a generic error (see screenshot below)


If we click Test again after the save failure, we receive a different error message (see screenshot below)

Questions:
  1. Is this a known issue, possibly related to the preview status of the Word template document output feature?
  2. Are there known limitations on template structure, placeholder formatting, or document configuration that could cause this behavior?
  3. Are there recommended best practices/constraints to ensure reliable document generation and saving?
  4. Is there an expected timeline for stabilization of this capability?
Thank you in advance for your support.
 
Andrea
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  • Suggested answer
    Romain The Low-Code Bearded Bear Profile Picture
    2,447 Super User 2026 Season 1 on at
    hello, since it very very very preview and quiet new, having some bug is normal.
     
    Since you provide the link, did you go at bottom and check the limitation ? file size, etc ?
    "Defining a text formatting in the instruction isn't supported. For example, you can't set a field in bold, or add a title, or change the color.
    Generating only a Word document is supported.
    A document layout can't be more than 20MB.
    When you upload a document layout of more than 5MB, you need to save and reopen the prompt before testing"
     
    in the link there are the known limitation. You could add a limitation : when it's too complexe in AI builder it will time out if need more than a minute.
     
    for last question "Is there an expected timeline for stabilization of this capability?" : it's microsoft preview :) could be tomorrow or in a one or two year :) there are some roadmap web site from microsoft but they changed the release date whenever they want.
     
    If you wan't to work on document generation, before this feature i used a different way that i use in production.
     
    Enable the code interpretter in AI builder (the left "....") and change model to something more robust like 4.1 or 5.
    Use "document input" for a template. it will use the style template of the document (title 1, etc)
    Give the structure of the document in a prompt or in a input.
    Put you'r prompt to prepare content and it will generate a word document by Vibe Coding a python code wich will do the job. When you click save the "vibe python" will be saved and then the prompt tool will be deterministic.
     
    I hope this help :) if yes please mark the answer as the good one checkbox, it's important for the community and the search engine :)
     
  • Suggested answer
    Beyond The Platforms Profile Picture
    53 on at

    Hi Andrea,
    I'm experiencing the same issue as you, and sometimes this happens when using Preview features.
    First of all, I'd suggest sending feedback directly to Microsoft to report the problem, attaching screenshots if possible.

    That said, there are a few things you can try:

    1 – Possible operational sequence issue
    The official Microsoft documentation explicitly states: "When you upload a document layout of more than 5MB, you need to save and reopen the prompt before testing."
    My suggestion: try this workaround — after uploading the template and before running the Test, save the prompt and reopen it. Only at that point, run the Test. This step is documented as necessary for templates over 5MB, but it might also resolve inconsistent state issues during saving.

    2 – Limitations on template structure or placeholder formatting
    Placeholders must follow these rules: they must be wrapped in double curly brackets ({{FieldName}}), they must not contain spaces in the name, and for fields inside tables they must include the table name separated by a dot ({{items.quantity}}). Also make sure the file doesn't exceed 20MB and is not password-protected.

    My recommendation?
    As a diagnostic test, try creating a minimalist Word template (1–2 placeholders, no tables, no special formatting) and check whether saving works. If it does, gradually add complexity to isolate the element causing the issue. This will also help determine whether the error is related to the template content or is a platform bug independent of the content.

  • AT-16020856-0 Profile Picture
    8 on at
    Thanks @Romain The Low-Code Bearded Bear and  @Z_BI for the swift reply.
     
    We’re aware of the documented limitations, but our Word template is well within them:
    - File size: <70 KB
    - Placeholders: 2 (exactly two), no spaces in the tokens
    - Formatting: essentially removed/minimized
     
    Despite this, we’re still hitting the same issue.
     
    @Romain The Low-Code Bearded Bear, ), I’ll take a look at the alternative approach you suggested. That said, I do hope this gets fixed, since "Document Output" feels like the most natural fit for scenarios like this.
     
    Best Regards
     
    Andrea
  • LW-04031456-0 Profile Picture
    2 on at
    Cross linking another thread reporting the same issue: Error when replacing placeholders in Word document using Custom Prompt in Power Automate
    The ""Solution"" there is to not use the output to document feature? Bit strange to me. 

    I'm also reporting this same Issue.
    - Document size for me is 825kb, Well below the limit.
    The console looks like it's outputting a 404 error attempting to access a resource, Perhaps this may be the root cause. 

    Microsoft pls fix

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