You still do not provide very much detail.
An agent does not use a form to create documents. It does not need any sort of template. It can store any kind of data in any document.
If you really want some kind of tempate for the data items, then you can create your own template any way you like. You can use XML if you want.
You cannot easily use a form as a template. A form is a user interface design. Notes uses a form when a user creates a document manually with the user interface. Notes does not use a form when an agent creates a document directly.