Favorite your Message Center and Roadmap items. Access them anytime via your Profile. Export and share with your team or your LLM.

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

Message ID
MC1218000
View in Message Center
Service
Microsoft Copilot (Microsoft 365)
Category
Stay Informed
Tags
New featureUser impactAdmin impact
Rollout
February 2026March 2026
Roadmap ID
545896
View in M365 Roadmap
Platforms
DesktopWeb

Summary

Microsoft 365 Copilot will enable structured document generation in SharePoint via form-driven experiences, requiring a Copilot license. Public preview starts mid-February 2026, completing by March. It ensures consistent, compliant documents with existing governance, requires no admin action, and supports template management and workflow streamlining.

Details

Updated February 5, 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 will begin rolling out in mid-February 2026 and expect to complete by end of March 2026.

General availability (Worldwide): We will announce via Message center when we are ready to proceed.

[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

Change History

Show
February 5, 2026 at 6:30 PM Updated
Title
Previous
Microsoft 365 Copilot: Structured document generation with Forms
New
(Updated) Microsoft 365 Copilot: Structured document generation with Forms
Summary
Previous
Microsoft 365 Copilot enables structured document generation in SharePoint via form-driven templates, improving consistency and governance. Available worldwide from February 2026, it requires a Copilot license for form creators. The feature is on by default, with no admin action needed, supporting existing SharePoint permissions and policies.
New
Microsoft 365 Copilot will enable structured document generation in SharePoint via form-driven experiences, requiring a Copilot license. Public preview starts mid-February 2026, completing by March. It ensures consistent, compliant documents with existing governance, requires no admin action, and supports template management and workflow streamlining.
Last Updated Date
Previous
2026-01-14T23:18:17.473Z
New
2026-02-05T17:36:53.803Z
Tags
Previous
New feature,User impact,Admin impact
New
Updated message,New feature,User impact,Admin impact
Body Content
Previous

[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]

General availability (Worldwide): Rollout will begin in early February 2026 and will complete by late February 2026.

[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

New

Updated February 5, 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 will begin rolling out in mid-February 2026 and expect to complete by end of March 2026.

General availability (Worldwide): We will announce via Message center when we are ready to proceed.

[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

Never Miss a Microsoft 365 Update

Join thousands of IT professionals who rely on DeltaPulse for real-time Microsoft 365 change intelligence, automated notifications, and community insights.