Word Replacements are text word codes that are automatically found and replaced when using specific ResponseFull functions:

  • Insert Full or Insert Selected Text
Codes in records that are inserted using this feature are automatically replaced

Microsoft Word only (in Excel and PowerPoint the Run Word Replacements must be run)

Run Word Replacement can be run at any time in Word, Excel and PowerPoint

  • Relink Document
Codes in records that are re-inserted using this feature are automatically replaced

Run Word Replacement can be run at any time in Word, Excel and PowerPoint

  • Assembly Center
Codes in any documents combined using assembly center are automatically replaced

  • Sales Doc/WinFull
Codes in any documents created using sales docs forms are automatically replaced

Add a Code


1.   From the main menu, choose Content then Settings.



2.   Click on Word Replacements.



3.   Click Add New.



4.   Enter the Replacement Keyword surrounded by non-alphanumeric characters (e.g., { }, [  ], < >). This allows the word replacement code to be easily distinguishable from other text. The Replacement Keyword is not case sensitive, meaning that you can enter the code in any case and it will always be replaced.



5.   Select the replacement type option Use Exact Text.

      a.   Select Use Exact Text to replace the keyword with the value populated in here.



b.   Enter the Replacement Text for the keyword.



6.   Select the replacement type option Use Mapped Field.
   
     a.   Select Use Mapped Field to replace keyword with the value from the related proposal's attribute field when the document is edited using the viewer.



b.   Choose Proposal from the Q&A or Proposal dropdown.



c.   Choose the field the value should pull from in the Field dropdown.



7.   Click OK.



Edit a Code Value


1.   Click Edit icon on the line of the code you would like to modify.



2.   Make changes and click OK.



Delete a Code


1.   Click the Delete next to the keyword.