How can we help?

Step 1: Add Placeholders to Your Document

Type placeholders anywhere in your Word document using double curly braces:

{{client_name}} {{start_date}} {{total_fee}}

Use letters, numbers, and underscores for placeholder names. Placeholders work in the document body, headers, and footers.

Step 2: Scan Your Document

Open the DocFill task pane from the Home ribbon, go to the Fill tab, and click Scan Document. DocFill instantly detects your placeholders and automatically generates a custom form for you.

Step 3: Fill In Your Values

Type values into the form fields. DocFill supports three field types:

• Text -- single-line input for names, numbers, short text
• Date -- month/day/year dropdowns with format options
• Long text -- multi-line textarea for descriptions, terms, addresses

Step 4: Fill the Document

Click Fill Document to replace all placeholders with your values. Empty fields are highlighted so you can complete them later.

Using the Create Tab

Don't want to type {{}} brackets manually? Switch to the Create tab, select any text in your document, give it a name, and click Convert to Placeholder. DocFill wraps it in a placeholder field for you.

If the text appears multiple times, you can convert just one occurrence, all exact matches, or all matches including different capitalizations.

Navigating Placeholders

Click any Field Title (like "COMPANY NAME") in the list to instantly jump to that exact spot in the document. Click again to cycle through multiple occurrences. A toast at the bottom shows which occurrence you're viewing (e.g., "2 of 3").

From a CSV File

Click the Import button in the Fill tab and upload a .csv file. DocFill supports two formats:

• Two-column -- each row is a field name and value (e.g., client_name,Acme Corp)
• Multi-column spreadsheet -- column headers are field names, each row is a record. DocFill shows a row picker so you choose which row to import.

By Pasting

Copy two columns from Excel or Google Sheets and paste directly into the import panel. Tab-separated and comma-separated formats are auto-detected.

Key Matching

DocFill matches imported field names to your placeholders flexibly. All of these will match {{client_name}}:

• client_name
• Client Name
• CLIENT_NAME
• client-name
• {{client_name}}

Fields not found after Ctrl+Z

If you undo changes in Word, DocFill picks up the reverted state the next time you scan. Click Rescan to refresh the field list.

Working with large documents

DocFill is optimized for large documents. It scans the document body first so you can start filling immediately, then processes headers and footers in the background. A status banner keeps you updated on progress.

Import says "None of this data matched"

Check that your imported field names match the placeholder names in your document. DocFill is flexible with formatting (spaces, hyphens, capitalization all work), but the base words must match. For example, Client Name matches {{client_name}}, but Customer Name does not.