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Editing & Replacing ​

Need to change the wording, layout, or branding of a template? Download it, edit it in Word, and replace it — the template keeps its field mappings, so generation just keeps working.

The Round-Trip ​

  1. On the Documents tab, find the template and click Download.
  2. You get the editable .docx — the version that contains the {{placeholders}}, highlighted so they're easy to spot.
  3. Open it in Word (or Google Docs / Pages) and change whatever you like — text, fonts, logo, spacing.
  4. Keep the placeholders intact wherever you still want data inserted.
  5. Back on the Documents tab, click Replace and choose your edited file.
  6. The template is updated in place — same template, same database, same mappings.

The highlight never reaches your clients

The yellow highlight on placeholders exists only in the editable template, to show you where data lands. It is stripped from every generated document, so finished files are always clean.

What's Preserved on Replace ​

Replacing swaps the document file but keeps everything else about the template:

  • the template's place in the Documents tab,
  • its linked database,
  • its field mappings (placeholder → property),
  • and its name.

Because the mappings are preserved, you can re-style a template freely and it stays ready to generate — no AI credits, no re-tagging.

Editing the Placeholders Themselves ​

You can also change which fields a template uses while editing:

  • Add a new {{placeholder}} in the document for a field you now want to include — then map it in Configure.
  • Remove a placeholder you no longer need — that spot simply stops being filled.
  • Move a placeholder to a different spot in the document — it follows the text.

Keep placeholders well-formed

A placeholder must stay inside its braces — {{Total}}, not {{Total or Total}}. Word occasionally splits text mid-edit; if a generated document leaves a {{field}} literally in place, re-download, fix the braces, and replace.

Replace Validation ​

When you upload a replacement, Ascend checks the file is a usable Word template before it swaps it in. If the file is corrupt or its placeholders are broken, the replace is rejected and your working template is left untouched.

Next ​