What is a session?

When you scan a document and fill in field values, Template Helper automatically saves your progress as a session. If you close Word, switch documents, or reopen the add-in later, you can restore the session and continue where you left off.

How sessions work

• Sessions are saved per document — each document has its own saved state.
• The session includes the scanned field list and all values you entered.
• Sessions are saved automatically as you work. There is no manual save button.

Restoring a session

When you open the add-in on a document that has a saved session, a session restore banner appears at the top of the Scan tab.

The banner shows:

• A confirmation that a previous session was found.
• The timestamp of when the session was last saved.
• Two buttons: Restore and Dismiss.

Click Restore to reload your previous field values. Click Dismiss to start fresh.

When sessions expire

Sessions are stored in your Office profile and persist across Word restarts. They expire after a period of inactivity to avoid stale data accumulating.

Sessions and rescanning

If you restore a session and then click Find Fields to rescan, the confirmation prompt warns that rescanning will replace the current field list. If you continue, the restored session values are replaced with fresh scan results.

TIP

If you want to keep your restored values, apply them to the document before rescanning.

Next steps

• Scanning Fields — start a new scan
• Applying Changes — apply your restored values
• Clips — save reusable text snippets