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.

Options

The Options section on the Scan tab lets you customise how changes are applied:

Keep Brackets

By default, the original square brackets are removed when values are applied. If you want to preserve the brackets around the inserted values:

1. Tick the Keep Brackets checkbox.
2. 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.

Remove Headings

Section headers ([{Section Name}]) and collapsible sections ([{{Section Name}}]) can be removed from the document when applying changes:

1. Tick the Remove Headings checkbox before applying.
2. Click Apply Changes.

When enabled, section headings are deleted from the document while field values are still inserted. This is useful for cleaning up template structure in final documents.

Confirmation dialog

Before applying changes, a confirmation dialog appears summarising:

• Number of fields to be updated
• Current option states (Keep Brackets / Remove Headings)
• Track Changes status (if enabled)
• Number of section headings to be removed (if Remove Headings is enabled)

Review the summary and click Apply Changes to proceed, or Cancel to return and adjust your settings.

Reversing an apply

If the applied changes are not what you expected, use Word's own Undo (Ctrl+Z, or ⌘Z on a Mac) to put the document back the way it was. Applying is a series of ordinary Word edits, so Word can reverse them.

Restore inputs

Restore inputs re-scans the document and refills the task pane with the values you last entered. Your entries are saved with the document as you type, so this brings them back after you close the add-in or the document.

WARNING

Restore inputs does not change the document. After an apply the placeholders have been replaced, so there is nothing left to refill — reverse the apply with Word's Undo first, then click Restore inputs to get your values back.

Apply workflow

A typical apply workflow looks like this:

1. Click Find Fields to scan the document.
2. Fill in the values for each field.
3. Optionally configure options (Keep Brackets, Remove Headings).
4. Click Apply Changes.
5. Review the confirmation dialog and click Apply Changes to confirm.
6. Review the document.
7. If something is wrong, press Ctrl+Z in Word to reverse the apply, click Restore inputs to get your values back, and correct them.
8. 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
Restore inputs	A saved session exists for this document

Next steps

• Sessions — save and restore your scan session
• Filling Fields — go back to editing values
• Scanning Fields — rescan the document