Applying your values
Once you have filled in the fields on the Scan tab, click Apply Changes to write the values into the document.
Template Helper replaces each bracketed placeholder with the value you entered. For example, [Client Name: John Smith] becomes the text you typed in the corresponding field.
Keep Brackets option
By default, the original square brackets are removed when values are applied. If you want to preserve the brackets around the inserted values:
- Scroll down to the Options section on the Scan tab.
- Tick the Keep Brackets checkbox.
- Click Apply Changes.
With Keep Brackets enabled, [Client Name: John Smith] becomes [Your Entered Name] instead of just Your Entered Name. This is useful when you want to re-scan the document later or preserve the template structure.
Undo
If the applied changes are not what you expected, click the Undo button to revert the document to its state before the last apply operation.
WARNING
Undo reverts all changes from the most recent apply. It does not undo individual field changes. You can only undo the last apply — once you undo, the Undo button is disabled until you apply again.
Apply workflow
A typical apply workflow looks like this:
- Click Find Fields to scan the document.
- Fill in the values for each field.
- Optionally tick Keep Brackets.
- Click Apply Changes.
- Review the document.
- If something is wrong, click Undo and correct the values.
- Click Apply Changes again.
Button states
| Button | Enabled when |
|---|---|
| Find Fields | Always (prompts to confirm if fields are already loaded) |
| Apply Changes | Fields have been scanned and are displayed |
| Undo | Changes have been applied and not yet undone |
Next steps
- Sessions — save and restore your scan session
- Filling Fields — go back to editing values
- Scanning Fields — rescan the document