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Fill Placeholders automatically populates template variables like names, dates, and addresses by extracting information from reference documents. Complete standard documents in seconds instead of minutes.

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Start the Wizard

1

Open the Review tab

Click Review in the Libra panel.
2

Select Fill Placeholders

Click the Fill Placeholders card to start the wizard.Review tab with Fill Placeholders option
The wizard guides you through five steps to fill your template.

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Step 1: Placeholder Formats

Configure which placeholder formats Libra should detect in your document. Step 1 showing placeholder format configuration
  • Start from template: Click to use the current document as your template
  • Placeholder format: Define the format pattern (e.g., {Placeholder})
  • Add Format: Add additional formats if your templates use multiple styles
Common formats include:
  • {Placeholder} - curly braces
  • [Placeholder] - square brackets
  • {{Placeholder}} - double curly braces
Click the arrow at the bottom to proceed.

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Step 2: Enrich Placeholders

Libra scans your document and displays all detected placeholders. Configure each one for better accuracy. Step 2 showing placeholder enrichment with type and context options For each placeholder, configure:
OptionDescription
TypeSelect the data type (Name, Address, Date, etc.) for more accurate extraction
Additional ContextAdd specific instructions for this placeholder
Expected Format/ExampleProvide an example of how the value should look
Do not fillMark placeholders that should be removed rather than filled
Setting the correct Type significantly improves extraction accuracy. A placeholder typed as “Address” will extract formatted addresses, while “Name” extracts person or company names.

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Step 3: Add Context

Choose where Libra should extract the placeholder values from. You have two options:

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Select Documents

Upload reference documents that contain the information to extract (contracts, intake forms, correspondence). Step 3 showing Select Documents option

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Add Text Input

Type or paste custom text content to use as context. This is useful when information isn’t in a document or needs manual entry. Step 3 showing Add Text Input option

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Step 4: Confirm Placeholders

Review the generated content for each placeholder before applying. Step 4 showing generated values for review For each placeholder:
  • Type: The data type you configured
  • Generated Content: The value Libra extracted (editable)
  • Additional Context: Any context information that was used
Edit values directly in the text field if corrections are needed. Click the arrow to proceed when satisfied.

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Step 5: Apply Placeholders

Review all changes and apply them to your document. Step 5 showing Apply, Discard, and Remove options for each change For each placeholder:
ActionResult
ApplyInsert the generated value into your document
DiscardKeep the original placeholder unchanged
RemoveDelete the placeholder entirely (for items marked “do not fill”)
Click Apply at the bottom to apply all remaining changes.

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Completion

Once all placeholders are processed, you see a completion confirmation. Process complete screen showing applied changes in document Your document now contains the filled values. Changes are highlighted in the document so you can review what was inserted.
Always review generated values before finalizing your document. Automated extraction is accurate but not perfect.

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Example Use Cases

Upload the client intake form. Libra fills in client name, matter description, fee arrangement, and contact details.
Upload the signed term sheet or prior correspondence. Libra fills landlord details, tenant information, property address, and key dates.
Upload the executed contract. Libra fills in party names, dates, key terms, and financial figures.
Upload case information or prior correspondence. Libra fills names, dates, case numbers, and references.

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Tips for Better Results

{Landlord's name} is easier to fill correctly than {Party A}. Descriptive names help Libra understand what information to extract.
In Step 2, setting the correct type (Name, Address, Date, Currency) significantly improves accuracy.
Documents with clear headings, labeled fields, and organized information produce better extraction results.
Use the Additional Context field to provide specific instructions when a placeholder name isn’t self-explanatory.
Always check the generated values in Step 4. Edit any incorrect extractions before applying to your document.