How dynamic content placeholder for Word work?
Similar to placeholders for PowerPoint, you can now add dynamic content placeholders, e.g. client name, date, PO number to documents so that your team can use Word templates even more efficiently.
You can set up Placeholders for Word in 2 ways:
1) Uploading a new document with placeholder identifiers
Make sure all the placeholder texts in the document are marked with square brackets [ ]. This will enable the platform to recognize the texts are in placeholders.
For example, when you create a new placeholder identifier, such as [client name], you need to use the exact same identifier within your document for it to work. The platform is not case-sensitive, so you can use variations like [Client Name] or [CLIENT NAME], and it will still function correctly. Just make sure the identifier remains consistent throughout.
Upload the document by going to manage view, click on Documents and select ‘Add Documents’. After choosing the correct file that contains the identifier file follow the steps to assign labels (category, sub-category and tags) to the document before completing the upload.
Once the document has been uploaded, you can click on the cog wheel button of the document to go to the manage view.
Scroll down to the bottom of the page to the Placeholders section. If the placeholder identifier (i.e. text marked with square brackets) already exists in the library, you will see that the placeholder has been linked automatically. If there is a new placeholder identifier or if you want to unlink the existing placeholder, click on the ‘Edit & Update’ button.
If the identifier is not yet part of the library, you will see the newly created placeholders listed under ‘Placeholder Suggestions’. Click ‘Create’ next to each placeholder to add it to the library and link it to the document.
If the placeholder already exists in the library but wasn’t linked during the upload process, it will appear under ‘Existing Placeholder Identifiers’. To link it to the document, simply click on the corresponding identifier.
(Optional) You can add a description or format example to show up as a suggestion in the form when inserting document to help guide your end-users. You can also add a default value that will be filled in the placeholder identifier when inserting (that can help maintain certain company wide info).
Click on ‘Test identifiers’ in the upper right corner to see how it works on end-users’ end.
2) Updating existing documents to use placeholders (either the placeholders are marked with something other than square brackets or add new placeholders that do not exist in the original document)
Go to manage view by clicking on the cog wheel button of the document.
Click on ‘Replace file’ and upload the modified document with placeholder identifiers.
Follow the Step 4. - 7. outlined in the previous section Uploading a new document with placeholder identifiers to complete the setup.
If you need additional help, don’t hesitate to reach out to the Customer Success Team at SlideHub.
How to create and manage placeholders
You can set up Placeholders for Word in 2 ways:
1) Uploading a new document with placeholder identifiers
Make sure all the placeholder texts in the document are marked with square brackets [ ]. This will enable the platform to recognize the texts are in placeholders.
For example, when you create a new placeholder identifier, such as [client name], you need to use the exact same identifier within your document for it to work. The platform is not case-sensitive, so you can use variations like [Client Name] or [CLIENT NAME], and it will still function correctly. Just make sure the identifier remains consistent throughout.
Upload the document by going to manage view, click on Documents and select ‘Add Documents’. After choosing the correct file that contains the identifier file follow the steps to assign labels (category, sub-category and tags) to the document before completing the upload.
Once the document has been uploaded, you can click on the cog wheel button of the document to go to the manage view.
Scroll down to the bottom of the page to the Placeholders section. If the placeholder identifier (i.e. text marked with square brackets) already exists in the library, you will see that the placeholder has been linked automatically. If there is a new placeholder identifier or if you want to unlink the existing placeholder, click on the ‘Edit & Update’ button.
If the identifier is not yet part of the library, you will see the newly created placeholders listed under ‘Placeholder Suggestions’. Click ‘Create’ next to each placeholder to add it to the library and link it to the document.
If the placeholder already exists in the library but wasn’t linked during the upload process, it will appear under ‘Existing Placeholder Identifiers’. To link it to the document, simply click on the corresponding identifier.
(Optional) You can add a description or format example to show up as a suggestion in the form when inserting document to help guide your end-users. You can also add a default value that will be filled in the placeholder identifier when inserting (that can help maintain certain company wide info).
Click on ‘Test identifiers’ in the upper right corner to see how it works on end-users’ end.
2) Updating existing documents to use placeholders (either the placeholders are marked with something other than square brackets or add new placeholders that do not exist in the original document)
Go to manage view by clicking on the cog wheel button of the document.
Click on ‘Replace file’ and upload the modified document with placeholder identifiers.
Follow the Step 4. - 7. outlined in the previous section Uploading a new document with placeholder identifiers to complete the setup.
If you need additional help, don’t hesitate to reach out to the Customer Success Team at SlideHub.
Updated on: 12/17/2024
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