Set the Type in Step 2, *Name*, *Address*, *Date*, *Amount*, before pointing at a reference document. Type is the biggest accuracy lever in the flow.
Edit the prefix and suffix fields directly to change the pattern — `[` and `]` for square brackets, `{{` and `}}` for double braces. Click **Add Format** if one template mixes several conventions, and use the bin icon to drop a format you no longer need.
**Start from template** at the top of the step is a shortcut, not a way of designating the open document. It loads a *saved placeholder template* — a set of formats plus the type and context settings you recorded on a previous run — so a template you fill every week only has to be configured once. Pick one from the list and the wizard shows its name, description, and how many formats and placeholders it carries; the placeholders it contributes are tagged **From Template** in the next step. Clear it with the cross if you change your mind.
## Step 2: Enrich Placeholders
Libra scans the document and lists every placeholder it found, with a count of how many times each one occurs. Libra also suggests a type for each one automatically — you will see **Suggesting placeholder types…** while it works — and you can correct any of them.
For each placeholder you can set:
| Option | Description |
| -------------------------------------- | ------------------------------------------------------------------------------------- |
| **Type** | The kind of value expected: Text, Name, Number, Date, Amount, Address, Email or Phone |
| **Additional Context (optional)** | Specific instructions for this placeholder |
| **Expected Format/Example (optional)** | An example of how the value should look, such as `2024-01-15` |
| **Do not fill this placeholder** | Marks the placeholder for removal from the document instead of filling |
## Step 4: Confirm Placeholders
Libra generates a value for every placeholder you left to fill, streaming them in with a progress bar as it goes. This is the step where you check its work.
Each card shows the placeholder, the type you configured, any context that was used, and the generated content in an editable field. Correct anything that is wrong here, before it reaches the document.
## Step 5: Apply Placeholders
The wizard turns each accepted value into a proposed change and shows it as a diff — the old placeholder struck through, the new text alongside. The magnifier on a card scrolls the document to that spot so you can see the change in context.
| Card | Actions |
| ---------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------ |
| **Change** | **Apply** writes the generated value into the document; **Discard** leaves the placeholder untouched |
| **Remove** | **Remove** deletes the placeholder from the document — these cards are the ones you marked **Do not fill this placeholder** in Step 2, and carry a *Will be removed* tag |
To process everything at once, use the round double-check button in the control bar, **Apply All**. It applies every change you have not discarded, then moves you to the final step.
Values go in as Word **tracked changes**, so the insertions and deletions appear in the markup with Libra's edits attributed to you. Nothing is final until you accept them in Word, which gives you a second review pass with all your usual Word tooling.