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Picaro

Quick Start

This guide walks you through importing a template, filling fields, and exporting a document.

Step 1: Import a Word template

Section titled “Step 1: Import a Word template”
  1. Open Picaro
  2. Click Import Template
  3. Select a .docx file from your computer
  4. Picaro will scan the document for placeholders

Step 2: Review detected placeholders

Section titled “Step 2: Review detected placeholders”

Picaro looks for placeholder syntax like {{field_name}} in your Word document. After import, you will see a list of detected fields.

For example, if your template contains:

Dear {{client_name}},


We are pleased to propose {{project_scope}} for a total of {{total_amount}}.

Picaro will detect three fields: client_name, project_scope, and total_amount.

Step 3: Configure fields

Section titled “Step 3: Configure fields”

For each field, you can:

  • Rename — Change the display label
  • Set validation — Require a value, set min/max length
  • Add default values — Pre-fill common entries
  • Group fields — Organize related fields together
  • Set output naming — Define how exported files are named

Step 4: Save the template

Section titled “Step 4: Save the template”

Click Save Template to store your configuration. The template now appears in your library.

Step 5: Fill the form

Section titled “Step 5: Fill the form”
  1. Open the template from your library
  2. Fill in the form fields
  3. Watch the live preview update as you type

Step 6: Export

Section titled “Step 6: Export”

Choose your export format:

  • DOCX — Editable Word document
  • PDF — Fixed-layout document
  • Both — Generate both formats at once

Click Export and your file is saved to the output folder.

What’s next

Section titled “What’s next”