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Picaro

Template Library

Picaro includes a template library for managing all your imported templates.

Library features

Section titled “Library features”
Section titled “Browse and search”

View all your templates in a grid or list. Search by template name to find what you need quickly.

Filter by tags

Section titled “Filter by tags”

Add tags to templates for organization. Filter the library by one or more tags to narrow your view.

Duplicate templates

Section titled “Duplicate templates”

Create a copy of an existing template to use as a starting point for a new variation. This is useful when you have similar templates for different document types.

Delete templates

Section titled “Delete templates”

Remove templates you no longer need. This removes the template configuration but does not delete the original Word files.

Template configuration

Section titled “Template configuration”

Each template stores:

  • Template name and description
  • Source document(s)
  • Field configuration (labels, types, validation, defaults)
  • Tags
  • Output naming pattern
  • Placeholder delimiters
  • Version history

Version history

Section titled “Version history”

Picaro tracks changes to your template configuration. Each time you save changes to a template, a new version is created.

Viewing versions

Section titled “Viewing versions”

Open a template and click Version History to see a list of saved versions with timestamps.

Rolling back

Section titled “Rolling back”

If you need to revert to an earlier configuration, select a previous version and click Restore. This creates a new version based on the selected one.

Import and export configuration

Section titled “Import and export configuration”

You can export a template’s configuration as JSON and import it into another Picaro instance. This is useful for sharing templates across machines or teams.

Export

Section titled “Export”
  1. Open the template
  2. Click Export Configuration
  3. Save the JSON file

Import

Section titled “Import”
  1. Click Import Configuration
  2. Select a previously exported JSON file
  3. Review and adjust the imported configuration

Next steps

Section titled “Next steps”