Replace Other Instances of Selected Text with a Variable

When you replace text with a variable, HotDocs allows you to search forward through the template and replace other instances of the text with the variable. You can control this process.

To replace selected text with the variable

  1. Select the template text and create the variable. (See Insert a Variable Field in a Text Template.) When finished, click either Replace Once (replaces this instance of the text only), or Replace Multiple (displays the Find and Replace dialog box where you can control the replacement process).
  2. If you clicked Replace Multiple, the Find and Replace dialog box appears. The Find what field shows what text HotDocs is searching for. The Replace with field shows the name of the variable HotDocs is inserting.
  3. Make a selection, based on the following information:
To Do This
Replace this instance of text and move to the next instance Click Replace.
Have HotDocs replace all instances of text from the selected instance to the end of the template (without confirmation) Click Replace All.
Have HotDocs skip this instance and search for the next Click Find Next.
Replace only those instances of text that are complete words (for example, prevent HotDocs from replacing the his in this with a variable for a pronoun) Select Find whole words only.
Replace only those instances of text that have the same capitalization as the selected instance Select Match case.
Change the properties of the variable Click Modify and make the changes.