Fill in Template takes a template or a document with placeholders and fills them automatically using one or more supporting documents you provide.
Example: open an NDA with placeholders like [Party Name] or {{EFFECTIVE_DATE}}, upload a client brief, and the add-in identifies every placeholder, maps the relevant information from your supporting document, and fills everything in.
How to Use
Open the document you want to fill in inside Word.
Go to Tasks in the bottom toolbar and select Fill in Template.
Upload one or more supporting documents. At least one is required before you can run.
Optionally, add context in the free text field. For example, governing law, a specific party name, or an instruction to replace all existing values without asking for confirmation.
Click Run.
What Happens
The agent reads the open document and identifies all placeholder formats:
Double curly braces ({{FIELD}})
Square brackets ([FIELD])
Angle brackets (<FIELD>)
Underscores
All-caps blanks
Contextual gaps common in legal templates
It then fills each placeholder using information from your supporting documents.
If a placeholder cannot be filled because the information is not in your supporting documents, it is left unfilled and listed at the end of the output.
