Find and Replace

Contents

  • Overview
  • Pre-conditions
  • Steps
  • Notes

Overview

Use Find and Replace feature to search for words and replace them in the document.

Pre-conditions

  • Document Level Permission: 'Owner', 'Editor'.

Steps

Edit Method:

  1. Click on Edit in the menu bar.
  2. Select Find.
  3. Click on Find & Replace.
  4. Type a word or multiple words in the Find in this document search field.
  5. Type a word or multiple words to replace text with in the Replace with search field.
  6. Click on Replace.
  7. (Optional): Continue clicking on Replace button to replace words in the text*.
  8. (Optional): Click on Previous or Next to search for text in the document.

Search Method:

  1. Click on the search icon in the upper left corner of the document or press CTRL+F on keyboard.
  2. Type a word or multiple words in the Find in this document search field.
  3. Click on the upward arrow icon next to the search icon.
  4. Type a word or multiple words to replace text with in the Replace with search field.
  5. (Optional): Tick or untick Ignore Case.
  6. Click on Replace.
  7. (Optional): Continue clicking on Replace button to replace words in the text*.
  8. (Optional): Click on Previous or Next to search for text in the document.

Notes

  • Find and Replace functionality is not available in:
    • Suggesting or viewing modes;
    • Non-editable and release stages;
    • Data connections (two documents mode);
    • Version history mode;
    • Tracked changes;
    • Snippets.
  • Clausematch will replace a word or multiple words once at the time. E.g. if there are three sections where text should be updated (e.g. from word Introduction to INTRODUCTION), a user needs to continue clicking on Replace button to manually replace words in three different sections.
  • Populating the Find in this document field but not populating the Replace with field (leaving it blank) and pressing Replace will remove the word in the Find in this document field from the particular section.

  • A warning message You can't replace text in a non-editable paragraph will appear above the Replace button if the text is within a snippet, locked paragraph, another user is editing this paragraph or it is a Smart Field.

  • When a word that users are searching for exist as a part of another word within the text. E.g. the word "test" is a part of the word "testing". So the word "testing" will be updated with the new value although the search was for the word "test" only.