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Getting started

Get acquainted with the fundamental concepts of Replace. Learn how to navigate through the platform, access key features, and make the most out of your Replace experience.

How does replace work?

The concept is simple: search and replace. All fields in the header will be replaced by those in the selected row.

Glossary of Replace terminology

This glossary of terms will help you better understand Replace’s functionality and features as you build templates, bases and more.

How to start?

To begin using Replace and leverage its powerful features, follow these steps:

Templates

1. Create a template 🔗
2. Create a document from template 🔗
3. Manage Keywords in Templates 🔗
4. Manage Base association 🔗

Bases

1. Create a Base 🔗

Forms

1. Create a Form 🔗
2. Manage Base association in Forms 🔗
3. Share the Form 🔗
4. Create document from Form options 🔗

Templates

Create a template

1. Navigate to the Templates page
2. Click the “+” button located at the bottom left of the page
3. Enter a title for the template
4. Choose a Word file for the template
5. Click the “Create” button

Create a document from template

1. Navigate to the Templates page
2. Choose an existing template
3. Select one or multiple records (rows) from the table
4. Click the “Create document” button located in the management zone at the top of the table
5. Choose the document type to be created, either Word or PDF
6. Click the “Create” button

Create new keyword

1. Navigate to the Templates page
2. Choose an existing template
3. (optional) Ensure you have the Word file containing the new keyword to be created
4. Click the “Manage variables” button located in the management zone at the top of the table
5. Click the “+ Add variable” button
6. Enter the keyword into the new input field
7. (optional) Remove the keyword using the “-” button located on the right side
8. Click the “Save” button

Modify an existant keyword

1. Navigate to the Templates page
2. Choose an existing template
3. Click the “Manage variables” button located in the management zone at the top of the table
4. Select an existing variable from the list
5. Click the “Edit” button that appears next to the selected variable
6. Modify the variable keyword as needed
7. Click the “Save” button below the text input field

Remove an existant keyword

1. Navigate to the Templates page
2. Select an existing Template
3. Click the “Manage variables” button located in the management zone at the top of the table
4. Identify and click on the existing variable you wish to remove
5. Click the “Remove” button that appears after selecting the variable
6. (optional) If desired, you can recreate the same keyword, and all existing data will be restored

Add a base to the template

1. (optional) Ensure that a Base has already been created
2. Navigate to the Templates page
3. Select an existing Template
4. Click the “Add bases” button located in the management zone at the top of the table
5. Select the base you want to link to the current template

Remove a base to the template

1. Navigate to the Templates page
2. Choose an existing Template
3. Click the “Add bases” button located in the management zone at the top of the table
4. Select the base you wish to remove from the current template
5. Click the “Remove” button that appears after selecting the base

Create a document from template with a linked base

1. Navigate to the Templates page
2. Choose an existing Template
3. Select one or multiple records (rows) from the table
4. Click the “Create document” button located in the management zone at the top of the table
5. Specify the Document type to be created, either Word or PDF
6. Choose a record from the linked Base; this will provide data to replace in the document
7. Click the “Create” button to generate the document

Bases

Create a base

1. Navigate to the Bases page
2. Click the “+” button located at the bottom left of the page
3. Enter a title for the Base
4. Click the “Create” button

Forms

Create a form

1. Navigate to the Forms page
2. Click the “+” button located at the bottom left of the page
3. Enter a title for the Form
4. Select the main source of the form from:
   • Template
   • Base
5. Click the “Create” button

Remove a form

1. Navigate to the Forms page
2. Select the existing Form you want to remove
3. Click the “Remove” button
4. Follow the instructions to confirm the removal

Add a base to the form

1. (optional) Ensure that a Base has already been created
2. Navigate to the Forms page
3. Select an existing Form
4. Click the “Add bases” button located in the management zone at the top of the table
5. Select the base you want to link to the current form