A plan from pasted text or a PDF or Word document

Play the film: A plan from pasted text or a PDF or Word document

1. 1Choose the project and open Capture

   The material goes to the project chosen in the menu, so choose the project first. Then open Capture in the menu. The screen says which project the session goes to.

   

2. 2Paste text or choose a document

   Paste or type the text in the Material field and press Send material.

   You send a document from the same card. Press Choose file under the Material field, pick a PDF or Word (.docx) file, then press Send document. Unfold What happens to the file, beside Choose file, for the largest file size allowed.

   One send is text or a document, never both at once. Once you choose a file, the text in Material waits until you remove the file.

   featureloom reads the text out of the document, and that text becomes the session’s material. The file is on the server only while it is read and is not kept.

   

3. 3Wait for Material ready

   Sending starts a capture session. Under its title you see its course: Uploaded, Processing and Ready, and the last part, Plan, fills once a plan is generated from the material. Once the material is ready, the screen shows Material ready.

   

   You don’t have to wait at the screen: the session keeps processing with the browser tab closed. You get back to it from the Sessions in this project list on the Capture screen.

   No text can be read from a scan without a text layer, and such a session fails. Send a file whose text you can select instead, or paste the passage you need as text.

4. 4Generate the plan

   On the ready session’s screen you may type a name in Plan name (optional). The screen says that generating sends the material to a language model hosted outside featureloom, and that the model writes the plan. When you agree to that, press Generate plan.

   Generating takes a moment, and you can close the page meanwhile: the result is not lost. When featureloom is done, the session shows Open plan.

   The plan has the sections of the project’s plan template and is in the column marked with the backlog state. Above the document is the link Open the capture session this plan came from.

   

5. 5Decide what happens to the material

   Whether the same session can make another plan depends on the organization’s setting, and the session’s screen says so before you generate. Until an administrator chooses, the material goes the default number of days after the session was created or last generated from, and up to that day you can generate plans from it many times. Where a plan not realized yet was made from it, the material waits for that plan to be realized, and the session’s screen says until when.

   An administrator changes the setting on the Organization settings screen, in the Material tab. The material stays with the project until somebody deletes it, is deleted once a plan has been generated, or is deleted a number of days after the session was created or last generated from. A number of days chosen there is kept to the day, even where a plan not realized yet was made from the material, and a change of the setting also applies to material that already exists.

   Delete material on the session’s screen deletes it for good, and the plans already generated from it stay. The session’s author and an administrator see this button.

   

Updated: November 8, 2026