Use unique, descriptive, square-bracketed placeholders for the text in the documents you will replace.
If all of the placeholders in your documents are [x], automation will be challenging. Before you start automating, scan through your document and make sure that each placeholder representing a unique concept has a unique and descriptive name, like [Borrower Name] and [loan note amount].
By default, the matching of heading text to documents is case-insensitive, and the replacement text is inserted in the same case as the given instance of the matched text.:
if you want the inserted text in a given place to be ALL CAPS, write the placeholder there in ALL CAPS and write the text in your turnsheet in lower case.
If you want it in Title Case, write the placeholder there in Title Case and write the text in your turnsheet in lower case.
If you want it to be exactly how you type it in the turnsheet, write the placeholder there in lower case.
Use editing options to change these and other default settings to get more control over how the text in the documents is replaced.
If you want to leave a placeholder incomplete in the document produced by your automation (e.g., for opposing counsel to complete in Word), either don't include it in the turnsheet (or delete the column if it's already there), use the {{skip}} power-up, or toggle off Apply to documents in the column settings.