What are clips?

Clips are reusable text snippets that you save from your Word documents and insert into other documents later. They preserve the original formatting (bold, italic, fonts, etc.) so the inserted text looks exactly as it did when you saved it.

Saving a clip

1. Switch to the Clips tab in the task pane.
2. Expand the New Clip section.
3. Select the text you want to save in your Word document.
4. Enter a Clip Name (e.g., "Standard disclaimer" or "Signature block").
5. Optionally add Tags to categorise the clip (e.g., "legal, header, signature"). Separate tags with commas.
6. Click Save Selection as Clip.

The clip is saved to your user profile and appears in the Saved Clips list below.

TIP

Tags make it easier to find clips later. Use consistent tag names across your clips for best results.

Viewing saved clips

All saved clips appear in the Saved Clips list on the Clips tab. Each clip shows:

• The clip name
• A short text preview
• Any tags you assigned

Filtering by tag

If you have tagged your clips, a tag filter bar appears above the clips list. Click a tag to show only clips with that tag. Click it again to clear the filter and show all clips.

Inserting a clip

Click on a saved clip in the list to insert it into your document at the current cursor position. The text is inserted with its original formatting preserved.

Editing a clip

Click the edit option on a clip to update its name or tags. The clip content itself (the saved text) cannot be edited — save a new clip if the text has changed.

Deleting a clip

Click the delete option on a clip to remove it permanently. This cannot be undone.

Exporting clips

To back up your clips or share them with colleagues:

1. Click the Export button at the bottom of the Clips tab.
2. A JSON file is downloaded containing all your saved clips.

Importing clips

To import clips from a file:

1. Click the Import button at the bottom of the Clips tab.
2. Select a .json file previously exported from Template Helper.
3. The imported clips are added to your existing clip library.

WARNING

Import is a Pro feature. Free users can export clips but cannot import them.

Clip limits

Licence	Clip limit
Free	Up to 2 clips
Pro	Unlimited clips

When you reach the free limit, you must delete an existing clip before saving a new one, or upgrade to a Pro licence.

Next steps

• Pro Features — unlock unlimited clips and import
• Scanning Fields — use the scan features
• Overview — return to the Template Helper overview