Applying a template

Once you’ve saved a template, applying it to another document takes one click.

Steps

Open the new document in the editor. Let it load its own detection results as usual.
In the toolbar, open the template dropdown (it reads No template by default).
Pick your template.

Piixie applies the template’s rules to this document’s entries and regenerates the result. You’ll see the entry list update to match the template’s logic.

What happens on apply

The template’s rules are matched against the current document’s entries:

Keep rules (literal) fire when the exact kept value appears here too — your company name, if it’s in this document, is turned off so it survives.
Per-type rules apply to every entry of that type — all NAMEs get synthesized, all IDs get redacted, whatever the template recorded.
The default handles anything else.

Because the rules are about types and known values, they map cleanly onto a different document of the same shape — even though the actual names, numbers, and dates are completely different.

It’s an edit, so it’s undoable

Applying a template is a normal editor edit. If it’s not what you wanted, undo (⌘Z) reverts it. You can also clear the dropdown back to No template and apply a different one.

Review after applying

A template gets you 90% of the way, not 100%. After applying:

Skim the result view — the template handled the categories, but this document may have a value the template’s keep-rules don’t know about.
Add anything specific to this file (a one-off codename, a stamp to draw over).
Save to output when it looks right.

Pairing with dictionaries

A template decides how each type is handled; a dictionary decides which fake value a known original gets. Use both on a recurring document set:

Template → “synthesize every name, keep the insurer, redact IDs.”
Dictionary → “and make Maria Josep Solà always Joan Carles Ribera.”

Apply the template for the structure, attach the dictionary to the profile for the consistency.