Using Auto-template
Getting started with Auto-template
Ben Q avatar
Written by Ben Q
Updated over a week ago

To start using the Auto-template feature of Advanced Document Automation, follow these instructions:

  1. Open up a document and launch the add-in in Microsoft Word.

  2. On the Dashboard of the add-in, click Build a New Template.

  3. Click the Auto Scan for Potential Fields button. Note that this option is only available if you DO NOT have any existing add-in fields in your document.

  4. You’ll be presented with a list of field suggestions that were found in your document. Click the "trash can" icon to reject a suggestion, or click the arrow next to the Abc icon to change the field type.

  5. When using Auto-template, you may want to see where the suggested fields will be placed in the document before accepting them. The number next to the suggested field name shows how many types the suggested field name appears in the document.

  6. Select "Create these fields" to convert your document into a template.

Tips & tricks for using Auto-template:

  1. If you want Auto-template to analyze an existing template, make sure that the placeholders are surrounded by brackets like this: [Client Name] or instead of this: Client Name .

  2. Among many other things, Auto-template will identify all words & phrases that are bracketed, so surrounding text with brackets will help ensure that all of your fields are identified.

  3. Another option is to surround placeholders with left and right angle brackets like this: <Client Name>

  4. Auto-template can also identify highlighted words and phrases so if you haven't surrounded placeholders with brackets, highlights will work just as well!

  5. Avoid documents where the placeholders are simple blank lines and if possible use a document that has been previously prepared for a recipient and has information already filled in like a person's name, their address, or the date for example.

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