step-by-step tutorial
Contents
1. D Bathroom witha Bath and Shower Cubicle 2 g e 965 D anian inihain Text for price in Cl v A 8 kone And ect property type The property type has 2 luxury kitchen dining room with appliances study bathroom with a bai joes or enquiries please contact th Ti Abcd Estate Agents 77 elmtree lane Bournville Berkshire BV2 9ZZ 01234 567891 Fax 01234 567291 EMail inga abed ectate aaents com M lt After some minor editing in the substitution pane and clicking on the Substitute button you now have well formed text describing features in the document pane Next click on Chan Edit radio button left hand side again 28 Chansel Automate Your Documents Chansel v1 2 2 home jim chansel tutorial estate agent flyer tags clip docx property mm Open File Save To File Apply To Files Chansel Search D Luxury Kitchen Show All Pe h Wizard Chan Edit a T Dining Room Text entry Pe In line l tT o D Appliances Which feature t features would you like pe Pe Markers ae re T Study is a historic and wonderfu PEPPER he property typey 45 265 or enquiries please contact Abcd Estate Agents 77 elmtree lane Bournville Berkshire BV2 9ZZ 01234 567891 Fax 01234 567891 EMa l info abcd estate agents com hh Ti If desired you can create nested Question Channels by clicking2. replace tag instances with the text Open File Text for property n rope name property S Save To File Apply To Files f Chansel Search an historic Tant for an historic Show All waaa SS 6S es M Chan Edit Text for property rope e property type type Text entry In line A Insert Tag gt Markers and wonderful The property name lt an historic gt property type pro Close k price in thousands For enquiries please contact estate agents name estate agents address A new tag lt an historic gt has been created as shown If you entered as another example For in the Open text box and please in the Close text box then you would see enquiries also appear as a tag Another example if you were to open a file containing web page source code such as this simple web page source code lt html gt lt body gt lt p gt Hello World lt p gt lt body gt lt html gt Then Chansel with lt and gt as markers would show you some HTML tags as Chansel tags like this 41 Chansel Automate Your Documents v Chansel v1 2 2 home jim chansel tutorial hello web html Show All Below is the substitution text for tag html Click on the button s to place text in the replacement area Click the Substitute button to replace tag instances with the text t htmi Text f
3. 4 Open File i Below is the substitution text for tag property name Click on the button s to place text in the replacement area Click the Substitute button to replace tag instances with the text Text for property property name name Save To File Apply To Files Chansel Search Show All property type Text for property type Wizard Chan Edit Text entry In line Insert Tag TD Luxury Kitchen Markers dinir T Dining Room is lt an historic gt and wonderful The Close property name property type property type k price in thousands For enquiries please contact estate agents name estate agents address In this screen shot in the Document Pane the first sentence of document text is property name is lt an historic gt and wonderful property type Chansel correctly does not recognise lt an historic gt as a tag but we can tell it to In the Markers text boxes lower far left in the Open text box we have types lt and in the Close text box we have typed gt Next click the Add button lower far left 40 Chansel Automate Your Documents Chansel v1 2 2 home jim chansel tutorial estate agent flyer tags clip 2markers docx X Below is the substitution text for tag an historic Click on the button s to place text in the replacement area Click the Substitute button to
4. Chansel Automate Your Documents Manual and Step by Step Guide Version 1 1 Chansel Automate Your Documents Next level in Document Building Contents PETE LCN OI see so sec cers A E E terest gv peisete EE E E A esos 3 LBY uP O O yra E E EE E EEE AE E EE 3 Pae aa e e Eo i E A E E E EE A E E O E A E EA 3 Mel ES UC D a og seqaee aasaeeessdsecnecadosaseeseneeceanevestetacneaae secs 3 2 Mee SLAM UN DOCO eese a oE r ni a EO E E O sss 3 DM Fe OC Do n eee a cate sseernqiuecsie vars E E O E A E 4 2 AV Wal 1S A E EEE EEE EA E A A A E TEET E 5 2 1 5Open Your document in GHaNSel icisccscssdccssedadesdecdeoesoovdthorersaidesseelabouderdansaacedSocioeniivssavenbaseds 5 2 2Using Chansel Manually With Your DoCUMeNte sssseeeeecccccceeeeeeeeeeessssseseeseceeaaeeeeeeas 6 2 2 1How to Manually Replace a Tag With Text cccccscssssssessessseeeseeeeeeeeeeeeceeeeaueaeeeeeeeeaas 6 DD OAV eS TING FCs E E E E T E E I A A AE EEIE E 9 2 2 3Manually Replace the other LAGS cssassatedadurnuavenneincetereuniaucrerarereueren eiseaeereisietee nsasleck 9 2 2 4Document Pane In line Mode nnnsnonssseeesssseererocsssesonsssaneesserereroesssnseeeoreseererssesssesesroso 11 2 3Using Chansel to Automate Your Documents eeeeeeeeeeressssssssssssssseccecerereesssssecesssseresssees 12 PASE ETI e e P E E E E E E ETEA 12 e PA AMOS E A E A E E anscistenwdseunacteds 12 pages desioa CAE cee E A A ree SO 18
5. imported saved physical files in mongodb bigdata do save files true Chansel to be run in Search mode on start up bigdata query mode false Mongo NoSQL data repository config mongodb server 127 0 0 1 mongodb port 2 017 mongodb db chansel For more information refer to the Chansel Search User Manual which is a sister manual to this one and is available via our website 5 3 Summary Your feedback via our website would be really useful We wish you success in Automating Your Documents and more 43 Chansel Automate Your Documents 5 4 Web Downloads and Contact Us Our website www chanseldoc com There you can find e Chansel demo download o http chanseldoc com chansel downloads Chansel Demo exe e Chansel full version o http chanseldoc com product chansel e Our contact form and details o http chanseldoc com contact us e The Chansel Search User Manual o http chanseldoc com chansel downloads Chansel Doc Search User Guide pdf e FAQs which have additional information o http chanseldoc com faq 44
6. 2 4Using Chansel In Wizard Mode s ssssssssssscccccccccccccceeeenssssssssssseeseecccececcceeeeneeenasseseeees 30 Ze By Sep Gide CONCUSSION rier nE EE E EE E ES 33 ICD E E a a E E E E A E EE E EEEE 33 4Additional Features That You Might Find Usetull ssssssesesesesseeseeeseseessesessseseecceceeeasseeeecs 34 4 1Miscellaneous Features eeeooseressossssssessserererosessssssosssseseneeeeerevossrsssossssesesersrereeessssssoseseeesse 34 4 1 1In line Document Pane View Mode sssssssssssccccccccccccceesssssssssssssseceeecceceaaeeeceees 34 4 1 2Substitution Pane DB UGONS y 3 c c0s2caesngadsenasoaseeodudoaennrsdoastoaiossertaomuedodudoseentigedeieenteectsentewons 34 4 Ae OUP POMC File Typs sirare e O EE ar 34 4 1 4Inserting Text using an Insert Tag eseeseeensssseeeessssssersssssecessssseeeesssseeeesssseeresssseeressse 35 A2 Mre pe OF E Manne eer E E 36 2 Ae CAEN I N A A AAE A EANET 36 Ah 2 CUO Os Ha OIG n E E E 37 APE LE T E kc E E A YP RTS S E A A tern 37 eZ EU OO CANNING S eer erT E TA E EEI O TA E OE RRA 38 ASE VA e E E ETO A E A EA E ES 38 AoD UI ed Mak o Sig crude veces E E E E E O 38 4 a2 Matiple lag Mark Serisine e E aE EE EEES aE ea aaa 39 4 a Replacing Unmarked WV ON GS se sescan scien ceases teatseeiacsusee teu ERE EEE E Er E Eai 39 4 3 4Tag Markers Via the Graphical User Interface cccccccccccccceeccecccceceeeeeeceeeceeseeeeeseeeeeess 40 4 3 5Another Fi
7. 567891 info abcd estate estate agents phone estate agents email Save the file to a file with a new file name Your new document should resemble this Bellview is an historic and wonderful cottage The cottage has a luxury kitchen dining room with appliances study bathroom with a bath and shower cubicle burglar alarm system gas central heating and a large gardens 965 000 For enquiries please contact Abcd Estate Agents 77 Elmtree lane Bournville Berkshire BV2 9Z Z 01234 567891 Fax 01234 567891 Email info abcd estate agents com 2 2 4 Document Pane In line Mode On the left you can click the In Line radio button Chansel Automate Your Documents x Chansel v1 2 2 home jim chansel tutorial estate agent flyer tags clip docx Below is the substitution text for tag features Click on the button s to place text in the replacement area Click the Substitute button to i replace tag instances with the text Open File Bellvi ellview el ear sits ath a luxury kitchen dining room with appliances study b Text for property property type type Show All ans SS 6S K ronne K oree Chan Edit a luxury kitch Text for features Text entry In line R 965 TAES Text for price in Insert Tag price in thousands T gt gt Markers osef is a historic and wonderful Th h E luxury kitchen 7 dining room with appliances study bathroom with a bath and shower cubic
8. Which feature would you like Open File D Luxury Kitchen D Dining Room h Save To File Apply To Files f Vv v T Appliances Chansel Search on Show All ID Bathroom with a Bath and Shower Wizard Cubicle Chan Edit Cancel Text entry In line Insert Tag Abcd Estate Agents 77 elmtree lane Bournville Berkshire BV2 9ZZ 01234 567891 Fax 01234 567891 4ll info abcd estate agents com For this features tag Wizard Mode shows us a list of Text Channels as shown above These Text Channels are the child channels of the Question Channel we created earlier for that tag As before you can click on a gt gt button to obtain the replacement text for the tag that you want If you have a deeper tree of Channels as mentioned earlier you can create nested Question Channels then Wizard mode will walk you through that tree step by step so you can focus on only one thing at a time Another advantage of Wizard mode is that it makes it easier to write step by step instructions for other user people to build documents for you In conclusion use Show All Mode for when you like having everything on the screen at once Or use Wizard Mode when you prefer to concentrate on small parts of the document at a time 2 5 Step By Step Guide Conclusion The most important parts of the tutorial and step by step guide are completed and now you know all you need to know to Automate Your Documents
9. s all you need to know about Tag Markers However the following section includes some advanced Tag Markers features 4 3 1 Defining Tag Markers The default Tag Markers can optionally be changed by editing a simple text file that contains them which exists in the same folder or directory as the Chansel installation The file is called markers pairs properties The default Markers and are equivalent to this entry in the file 38 Chansel Automate Your Documents marker open marker close You can change the Tag Markers default For example by editing the file to marker open lt marker close gt In that case Tags would match contents within lt and gt for example document text containing the phrase please enter your lt name gt and lt address gt would cause Chansel to show the corresponding Tags name and address 4 3 2 Multiple Tag Markers Chansel allows you to define more than one pair of Markers This allows Tags to be categorised within a document so you can use Chansel to edit one set of markers at a time This is a good way of filtering tags Filtering might be useful for one person or for multiple document editors Each person can work with a set or subset of Tags You can edit the file to show these example Markers pairs marker open marker close marker open lt marker close gt marker open hello marker close goodbye Notice that as well as symbols we can theo
10. Carry on reading if you would like to learn about additional handy features that Chansel offers 3 Chansel Search On the left there is a button labelled Chansel Search Clicking on this shows you Chansel s 33 Chansel Automate Your Documents powerful document text browsing file storage and document search engine features Chansel Search is essentially a whole new application in its own right Chansel is two applications in one Therefore Chansel Search has its very own Manual and Tutorial which you can download from our website http chanseldoc com 4 Additional Features That You Might Find Useful 4 1 Miscellaneous Features Congratulations You have learned how to Automate Your Documents using Chansel Chansel has some additional tools some of which you might find useful especially if you consider yourself a Power User Feel free to skip past the sections describing things you don t think you will need The most advanced and obscure stuff is left until last 4 1 1 In line Document Pane View Mode The In line radio button in the left panel shows a kind of preview of the text as it will appear in the final document the Tag names are no longer shown in the Document Pane if they have been substituted Blue text represents the currently selected tag Green text shows a tag that has already been substituted in the Document Pane Red indicates there is unsubstituted text in the Substitution Pane text area
11. To substitute the text into the Document Pane click on the tag and then click the Substitution Pane substitute button Clicking on the Text Entry radio button button in the left panel returns the Document Pane into a mode where the tag names are always displayed and you can type directly into the tags in the Document Pane 4 1 2 Substitution Pane Buttons e The From File button can be used to import text into the Substitution Pane text area from a file e The Dupe button duplicates the text in the Substitution Pane Text Area e The Undo button can undo a change made via the Substitution Pane 4 1 3 Supported File Types Chansel as used for document automaton editing supports the following file types e Plain text also known as ASCII files These usually have file extensions such as txt text etc e Microsoft Word docx format documents e Open Office and LibreOffice odt format documents e Plain text technical source code files such as XML files web page files etc These files have extensions such as xml html css js java etc 34 Chansel Automate Your Documents Some notes on File Formats e Open Office Note Chansel may display some document metadata for odt files at the bottom of the Document Pane such as the author s name This metadata can safely be ignored e Chansel can work with older Microsoft Office formats with extension doc but in a
12. allow the sharing of Tag substitution text Another way of sharing substitution text amongst users is to share the Chansel database which is a topic mentioned in the Advanced section 4 2 3 Web Channels Web Channels are rarely used They support importing replacement text from a special type of 37 Chansel Automate Your Documents Web Service called a REST or RESTful web service A Web Channel works similarly to a Text Channel except that in the Channel To Add dialog in Edit Mode you enter a URL instead of normal Text Imagine a text file on a website for example If you specify the URL as www example com test txt then Chansel will import the text within that text file when you go to Show All mode Web channels also work in Wizard mode of course REST web service URLs often don t specify a file but they do have a URL that returns text that can be imported into Chansel via a Web Channel An interesting experiment to try is put in a genuine Web page URL into a Web Channel then go to Show All mode Chansel will pull in the page source code of that web page If Chansel cannot connect to the Web Service then after a short time out it will show an error message in place of the text that was supposed to have been imported 4 2 4 Image Channels Image Channels allow you to replace tags with images An Image Channel work similarly to a Text Channel except that in the Channel To Add dialog in Edit Mode you can browse for
13. an image file on your computer s hard drive by clicking the Select Image button Chansel only displays the file path to the image not the image itself When you substitute the Image Channel path the file path is shown in the Document Pane When you then save your document to a file Chansel will use the path to the image file to replace instances of the Tag with that image Actually the last sentence is not quite true because image replacement works slightly differently from normal text replacement If a paragraph contains text after the tag associated with an image channel then Chansel will add the image associated with the tag to the end of the paragraph It is possible to have more than one image per paragraph If more than one image tag is present in a paragraph Chansel appends all the respective images One good way to write an image tag in your word processor is to centre it with no text either side of the tag Then the image will replace that entire tag resulting in a neatly centred image in the document when the document is opened and saved in Chansel At time of writing Chansel supports Image Channels for Microsoft Docx format files 4 3 Tag Markers Markers are snippets of text usually comprising symbols that are used to distinguish Tags from normal text In the sections above so far Markers have been and which are the default Markers of Chansel For example Hello name In most cases that
14. channels Open File property name Save To File eer Chansel Search features Show All Wizard price in thousands Chan Edit h Text entry estate agents name In line estate agents address estate agents phone Markers t g P Close estate agents email is a historic and wonderful The has Bellview property name property type property type features 000 t price in thousands For enquiries please contact estate agents name 77 elmtree lane estate agents address infamasahed arctate IAIA In the Channel Pane upper left the Tags are still there but now they each have a button Create your first Text Channel click the button associated with the client name Tag cewon4 14 Chansel Automate Your Documents Channel to Add 4 Channel Title Estate Agents Name Text Channel File Channel Remote Channel Web Channel Image Channel Channel Text Abcd Estate Agents Description The name of the estate agent Enter text for the following as shown above e Channel Title is the Channel descriptive label e Channel Text is the all important replacement text e Description is an optional description saying what this channel is for Click the Save button 15 Chansel Automate Your Documents Chansel v1 2 2 home jim chansel tutorial estate agent flyer tags clip docx
15. on the buttons in the child Text Channels For example by clicking on the button in the Luxury Kitchen Question Channel you can create a new Question Channel that is a child of the existing Question Channel This could have child Text Channels that have different types of Kitchens For example Luxury Kitchen Spacious Kitchen and so on By using hierarchical Question Channels you can group similar child Channels together A note on buttons As you have seen the e buttons are used to edit channels As you might have guessed the x buttons are used to delete Channels In order to delete a Question Channel you first need to delete its child channels If using Chansel in Show All mode gets unwieldy you can use Chansel in Wizard mode as explained below 29 Chansel Automate Your Documents 2 4 Using Chansel In Wizard Mode You have used Chansel in Show All mode and Chan Edit mode Chansel can also be used in Wizard mode Show All mode displays all the Tags and their Channels together which means that the Channels Pane upper left can sometimes get rather crowded Wizard mode is a simpler step by step interface First we will clear the replacement text for the estate agent name tag Select that tag in the Channels Pane and delete the replacement text Abcd Estate Agents in the Substitution Pane upper right Then click the substitute button This will re
16. property type type Click the Substitute button to replace tag instances with the text Open File Save To File Apply To Files i Chansel Search Show All TD Dining Room mem Ss aoa a Chan Edit Text entry Q Which feature E a would you like Appli In line Insert Tag TD Study Markers i bathroom witt D Bathroom with a Bath and Shower Cubicle 2 9 o Bee ee Text for price in a v i i i l HE j is a historic and wonderfu Ease he aan Green has pss For enquiries please contact Abcd Estate Agents 77 elmtree lane Bournville Berkshire BV2 9ZZ 01234 567891 Fax 01234 567891 EMa l into abcd estate agents com You can see our newly created Question Channel and it s child Text Channels Often you will want the text from just a single child Text Channel For example a legal contract might have a Question Channel with several child Text Channels each with a paragraph or two of legal text And you would only need one of them Here however we want more than one feature for our property So click on the gt gt buttons to add the features text you want to the Substitution Pane 26 Chansel Automate Your Documents Chansel v1 2 2 home jim chansel tutorial estate agent flyer tags clip docx 4 4 x Below is the substitution text for tag features Click the Substitute button to replace tag instances with the text Text for property type proper
17. A Click on the buttons to edit add or remove channels Open File property name Save To File Apply To Files t property type Chansel Search features Show All Wizard a eee price in thousands Text entry In line estate agents name D Estate Agents nae estate agents address arkers Close estate agents phone a Bellview property name Name pest parece mes 1 000 965 price in thousands For enquiries please contact estate agents name 77 elmtree lane estate agents address lt gt 01234 567891 estate agents phone Email info abcd estate estate agents email The Text Channel entitled Estate Agents Name has been created in the Channel Pane Click the Show All radio button on the left to return to Chansel in Show All mode 16 Chansel Automate Your Documents Chansel v1 2 2 home jim chansel tutorial estate agent flyer tags clip docx Click on the button s to place text in the replacement area Below is the substitution text for tag estate agents name Click the Substitute button to A Bellview replace tag instances with the text iaaa Text for property property name name type Show All k wes SS oS oo Dore Chan Edit Text for features Text entry In line Text for price in price in thousands ORIANA Insert Tag Abcd Estate A D Estate A
18. Tag called Hello If you wish to remove the new tags created in this way close and re open Chansel saving your work first 5 Advanced Topics For Power Users 5 1 Chansel SQL Database You usually do not need to be concerned with the Chansel Database The Chansel database stores the channels that you create in Chansel Edit Mode By default Chansel uses a database on the same computer However different instances of Chansel running on different computers can share a common database which allows different users to share the same Channels Chansel supports the PostgreSQL and H2 databases We recommend using PostgreSQL if the database is shared between different users The database settings are modifiable via the Chansel properties file These are the sections to set in the preferences properties file Use the character to comment out the database you do not wish to use H2 Database config db driver org h2 Driver db name jdbc h2 chansel db user sa db password 5 2 Chansel Big Data Repository You usually do not need to be concerned with the Chansel data store but its settings are modifiable via the Chansel preferences properties file These allow you to control things like what gets saved to the data store or you can even disable it If this is set to false mongodb is not used for anything no files and document text will be saved There will be no searching either bigdata do use mongodb true Saves copies of opened
19. Tagged document You should see something like this Chansel Automate Your Documents Chansel v1 2 2 home jim aa aa chansel project stuff manual estate agent flyer tags clip docx Click on the button s to place text in the replacement area Below is the substitution text for tag property name Click the Substitute button to A replace tag instances with the text Open File k property name Text for property ext for property property type type Show All Chan Edit Text for features w5e tures Text entry In line See Text for price in price in thousands TEET eee rd is a historic and wonderful The has L property name property type property type price in thousands For enquiries please contact estate agents name estate agents address Email estate agents phone Lestate agents email Apart from the controls on the left Chansel has three panels 1 Document Pane bottom half document text with Tags shown in boxes 2 Channels Pane top left Tags in boxes Channels will be shown later 3 Substitution Pane top right replace tag with new text To see what they do follow this easy step by step guide 2 2 Using Chansel Manually With Your Documents Before moving on to how to Automate Your documents first it is important and fun to know how to use Chansel to work with documents manually Even using Chansel manually can make your life e
20. ail info abcd estate agents com Ha As you can see we have created our Text Channel called Luxury Kitchen Incidentally on the left hand side the In line radio button has been clicked to make the Document Pane bottom easier to read The green tags are tags that have already have replacement text for them The blue tag is the currently selected tag To create the Question Channel click the plus button that is next to the new Luxury Kitchen Text Channel 20 Chansel Automate Your Documents is Channel to Add ZE Text Channel File Channel Remote Channel Web Channel Image Channel Channel Text dining room Description We add a new Text Channel for another feature the dining room Click Save 21 Chansel Automate Your Documents Chansel v1 2 2 home jim chansel tutorial estate agent flyer tags clip docx Click on the buttons to edit add or remove channels property name Open File Save To File Apply To Files Chansel Search f Show All D Luxury Kitchen Wizard Chan Edit Q Question Luxury Kitchen Text entry T Dining Room In line Insert Tag price in thousands AR Eetata Anante ae T j is a historic and wonderful TROE ERT he EE EET has pss For enquiries please contact Abcd Estate Agents 77 elmtree lane Bournville Berkshire BV2 9ZZ 01234 567891 Fax 01234 567891 info abcd estat
21. asier 2 2 1 How to Manually Replace a Tag With Text This tutorial starts off with basic yet useful manual text substitutions In Chansel in the Document Pane bottom click on the Property Type Tag box Notice how the selected Tag is now coloured blue in both the Document Pane bottom and in the Channels Pane Top left In the Channel Pane the Tags are marked by the small yellow t icons Next we want to replace our Property Type Tag with this text cottage You can use Channels to predefine text but for now let s just type some Tag replacement text in manually There are three ways you can do this Via the Document Pane via the Substitution Pane and via the Channels Pane Chansel Automate Your Documents Type the text directly into the Property Type Tag in the Document Pane bottom Try it Notice how both Property Type Tag boxes are populated with the word cottage as shown below v Chansel v1 2 2 home jim chansel tutorial estate agent flyer tags clip docx 4 Open File Text for property cottage property name ita g Save To File Apply To Files Chansel Search Click on the button s to place text in the replacement area Below is the substitution text for tag property type Click the Substitute button to replace tag instances with the text t property type Text for property type Show All Substitute Dupe From file Wizard Chan Edi
22. cialist capabilities These are presented below 4 2 1 File Channels File Channels are like Text Channels except instead of you defining the text directly you specify a file that contains the text 36 Chansel Automate Your Documents Channel to Add Channel Title Text Channel File Channel k Remote Channel Web Channel image Channel home jim chansel tutorial file with replacement text txt Description Chansel will extract the text in the file and make it available to you Save Cancel When creating a File Channel you to specify a path location to a file either directly or by clicking on the file via a file browser Whenever you open a tagged document in Chansel if there is a tag that has a File Channel associated with it then Chansel will extract the text from that file After it has extracted the text the File Channel works the same way as a Text Channel 4 2 2 Remote Channels Remote file Channels are rarely used They are similar to File Channels except that they contain a path to a file on a remote file directory File Transfer Protocol FTP details that are required to access that remote file For performance reasons Chansel will not automatically import the text from the remote file but this can be done at a click of a button Note It may take some time for Chansel to time out if Chansel is unable to connect to the remote server Remote Channels are useful to
23. cottage property name property type property type price in thousands For enquiries please contact estate agents name estate agents address Email estate agents phone estate agents email 2 2 2 Save the File Click on the Save To File button on the left hand side Save your file with a different name to the tagged file The new document text is property name is an historic and wonderful cottage The cottage has features price in thousands 000 For enquiries please contact estate agents name estate agents address estate agents phone Email estate agents email In the first line of the above text the word cottage appears twice this word has has replaced both of the property type tags We haven t replaced the other tags yet Saving the file preserves the formatting of the original document Headings headers tables images and so on are preserved The the only difference is that tags get substituted 2 2 3 Manually Replace the other Tags In a similar way we can quickly replace the other tags using Chansel After this we will see how we 9 Chansel Automate Your Documents can speed this up by getting Chansel to do some of the work for us i e automate the document As shown below we can complete our document using the same steps we did for the Property Type tag The values for the tags can be these propert
24. e agents com By adding our second Text Channel we have also as a side effect created a Question Channel The Question Channel has a green Q icon By default the Question Channel Title re uses the title of the first Text Channel we created Let s edit it Click on the e button that is directly next to the Question Channel 22 Chansel Automate Your Documents Edit question channel Question Luxury Kitchen x Channel Title Which feature would you like Description This Question Channel allows you to select features for the property Edit the Question Channel as shown above and click Save 23 Chansel Automate Your Documents Chansel v1 2 2 home jim chansel tutorial estate agent flyer tags clip docx x Click on the buttons to edit add or remove channels property name Open File Save To File Apply To Files Chansel Search i Show All D Luxury Kitchen Wizard Chan Edit Q Which feature would you like Text entry ID Dining Room In line Insert Tag price in thousands T Ectata Anante is a historic and wonderful PEPPRA The TERRE has treaturesn o6s For enquiries please contact Abcd Estate Agents 77 elmtree lane Bournville Berkshire BV2 9ZZ 01234 567891 Fax 01234 567891 4 l into abcd estate agents com The Question Channel now has a new title as shown above Next add Text Channels for some more features T
25. er part of your document by creating a re usable list of features that properties have They include a luxury kitchen and gas central heating 18 Chansel Automate Your Documents To create a Question Channel in Chansel on the left hand side panel click on the Chan Edit radio button to put Chansel into Channel Edit mode Click on the button that is associated with the features tag Create a Text Channel ie Channel to Add Channel Title Luxury Kitchen Text Channel File Channel Remote Channel Web Channel Image Channel Channel Text luxury kitchen Description see ene Enter text for the following as shown above You can also add an optional Channel description if you wish Click the Save button 19 Chansel Automate Your Documents Chansel v1 2 2 home jim chansel tutorial estate agent flyer tags clip docx A Click on the buttons to edit add or remove channels property name Open File Save To File Apply To Files Chansel Search Show All features D Luxury Kitchen Wizard Chan Edit price in thousands Text entry In line estate agents name D te Agents estate agents address lt is a historic and wonderful EEE Greeti The E S has itteaturesn 965 09 or enquiries please contact Abcd Estate Agents 77 elmtree lane Bournville Berkshire BV2 9ZZ 01234 567891 Fax 01234 567891 EM
26. features and estate agents name tags as shown 12 Chansel Automate Your Documents Open File Save To File Apply To Files Chansel Search f Show All Wizard Chan Edit Text entry In line Click on the button s to place text in the replacement area Text for property property name SEN Text for property property type type Text for features price in thousands estate agents name property name 965 price in thousands For enquiries please contact estate agents name L estate agents address Text for price in thousands is a historic and wonderful The has l Bellview property type property type features Chansel v1 2 2 home jim chansel tutorial estate agent flyer tags clip docx Below is the substitution text for tag estate agents name Click the Substitute button to Bellview replace tag instances with the text Es ES ea ea Text for estate agents name Vv 000 77 elmtree lane lt gt Email l LAJA Cewoni infamshed arctate To start automating your document create a Text Channel On the left hand side panel click on the Chan Edit radio button This puts Chansel into Channel Edit mode 13 Chansel Automate Your Documents Chansel v1 2 2 home jim chansel tutorial estate agent flyer tags clip docx A Click on the buttons to edit add or remove
27. gents Name aaa 77 elmtree lar estate agents name Beview property name property type property type features 000 965 price in thousands For enquiries please contact estate agents name 77 elmtree lane estate agents address Email 01234 567891 info abcd estate estate agents phone L estate agents email With Chansel back in Show All mode the new Text Channel has a blue T icon It has pre populated the text area next to it with the channel s text which you typed in when creating the channel Click on the gt gt button of the Channel to copy the Channel text into the Substitution Pane and click on the Substitute button to copy the text into the Document Pane 17 Chansel Automate Your Documents Chansel v1 2 2 home jim chansel tutorial estate agent flyer tags clip docx Click on the button s to place text in the replacement area Below is the substitution text for tag estate agents name Click the Substitute button to Bellview replace tag instances with the text Text for property property name name Abcd Estate Agents E monty ope Boge Popens Show All os SS ES a K oree Chan Edit Text for features k Text entry In line ons Text for price in t price in thousands fhoueande Marans Abcd Estate A estate agents name D Estate Agents Open Name aaa 77 elm
28. his is done by clicking the button under the Dining Room Text Channel It is the button next to the mouse pointer in the screen shot above New features suggestions or you can invent your own and the order does not matter much e appliances e study e bathroom with a bath and shower cubicle 24 Chansel Automate Your Documents Chansel v1 2 2 home jim chansel tutorial estate agent flyer tags clip docx x property mm A Open File Save To File Apply To Files Chansel Search f D Luxury Kitchen Show All k Wizard Chan Edit T Dining Room Text entry In line Insert T TD Appliances features Q Which feature g would you like T Study i i i rful ea L is a historic and wonderfu EPP he RE E has features o6s For enquiries please contact Abcd Estate Agents 77 elmtree lane Bournville Berkshire BV2 9ZZ 01234 567891 Fax 01234 567891 Email info abcd estate agents com We have added Text Channels for some features Not all of the new Text Channels are visible in the screen shot but you can slide the vertical scroll bar to see them all in Chansel Click on the Show All radio button on the left hand side 25 Chansel Automate Your Documents Chansel v1 2 2 home jim chansel tutorial estate agent flyer tags clip docx x Text for property Below is the substitution text for tag features
29. i Show All Chan Edit features Text entry In line Text for price in price in thousands thousands E Tavt far actata af Markers Gen is a historic and wonderful The has E property name property type property type features Close 000 price in thousands For enquiries please contact estate agents name L estate agents address Email estate agents email lt gt Insert Tag estate agents phone This time click the gt gt button next to the word cottage to copy the word to the Substitution Pane top right Next click the Substitute button to copy the word into the Document Pane as we did before Chansel Automate Your Documents Chansel v1 2 2 home jim chansel tutorial estate agent flyer tags clip docx Below is the substitution text for tag property type Click on the button s to place text in the replacement area Click the Substitute button to replace tag instances with the text Open File ttage Text for propert _ Save To File h t property name name y Apply To Files Chansel Search cottage Text for property property type type Show All Wizard cease ine iit sme Chan Edit Text for features Text entry In line Text for price in price in thousands Markers is a historic and wonderful The has l Open cottage
30. jim chansel tutorial estate agent flyer tags clip docx 4 a Below is the substitution text for tag property type Click the Substitute button to replace tag instances with the text Open File 01234 5678 P g Text for estate agents phone estate agents phone Save To File Apply To Files info abcd es Chansel Search Text for estate estate agents email agents email Show All Wizard Substitute From file Chan Edit Text for Insert Insert Line 2 position 8 Line 2 position 8 Text entry In line is a historic lt and wonderful Bellview Insert Line 2 position 8 property type property name 000 price in thousands For enquiries please contact Abcd Estate Ager estate agents name lt gt 77 elmtree lane estate agents address Cen A new Insert Tag has the title Insert Line 2 position 8 has been created Insert Tags are not preserved after you close Chansel Nor can you create Channels for them They are simply a convenient way to insert new text into your document The easiest way to do this is to type directly into the Insert Tag in Document Pane You can also replace non tagged text in the document pane as will be explained later 4 2 More Types of Channels Text and Question Channels have been explained already There are other Channel types too with spe
31. ks right out of the box This quick and easy guide and step by step tutorial will have you up and running in no time No steep learning curve No scripting No need for specialist IT people As well as Document Automation features Chansel also has a handy documents explorer and search engine which is described in the Chansel Search User Manual 2 Step By Step Guide 2 1 How does Chansel Work 2 1 1 Key Steps The key steps are 1 Type tags in your document for elements that you want to change 2 Use Chansel to define re usable tag replacement text s 3 Use Chansel to replace the tags 4 Save the result to a new document So let s get Started 2 1 2 Starting Document For this step by step guide we will use a snippet from an imaginary Estate Agent flyer for a Chansel Automate Your Documents property The Estate agent wished to create multiple flyers but does not want to spend all day copying an pasting So let s automate The example below will show principles that can apply to all kinds of documents The document we want to automate for this tutorial can contain all kinds of formatting and pictures but we will keep things simple for the tutorial and not include images For our tutorial the document will contain this content once it is completed Original Document Bellview is an historic and wonderful cottage The cottage has a luxury kitchen dining room with appliances study bathroom with a bath and shower cubicle b
32. le Burglar alarm sys Bellview i a causal aac cottage ss aa a luxury kitchen dining room with appliances study bathroom with a bath and shower cubicle burglar alarm sys 965 000 For enquiries please contact Abcd Estate Agents 77 elmtree lane Bournville Berkshire BV2 9ZZ 01234 567891 Fax 01234 567891 EMail into abcd estate agents co uk The Document Pane bottom now shows tag replacement text in a clearer way Clicking on the Text entry radio button takes you back to being able to enter tag replacement text directly into the Document Pane 2 3 Using Chansel to Automate Your Documents Now that you have used Chansel to work with your documents manually it is time to Automate Your Documents Automating a document makes creating or editing similar documents fast accurate and easy 2 3 1 Channels Channels are used to automate your documents Channels remember your useful text and save you the error prone hassle of typing and copying and pasting Because Channels you create are stored in Chansel s database they are available when you close Chansel and open it again in the future The most frequently used channels are Text Channels and Question Channels 2 3 2 Text Channels A Text Channel contains predefined text specified by you that you want to use as replacement text for a Tag and makes that text available at the click of a button Before we start delete the text for the property type
33. limited way Chansel is designed for the newer docx format files 4 1 4 Inserting Text using an Insert Tag Chansel allows you to insert text into your document without using an explicit Tag in the document Click on a Word in the Document Pane Chansel v1 2 2 home jim chansel tutorial estate agent flyer tags clip docx siete Below is the substitution text for tag property type Click on the button s to place text in the replacement area Click the Substitute button to 5 replace tag instances with the text Open File Bellview Text for property _ name property name Save To File im Apply To Files Chansel Search f Text for property property type tyne Show All Wizard Chan Edit T Luxury Kitchen Text entry In line Insert Tag is a historic lt and wonderful The Bellview property namel property type property type 000 Close i 965 price in thousands co For enquiries please contact Abcd Estate Ager estate agents name lt gt 77 elmtree lane estate agents address gt Cen ail Above you can see that we have clicked the word and in the Document Pane The word or symbol you click on becomes bold with an arrow marker lt next to it Click on the Insert Tag button on the left hand side 99 Chansel Automate Your Documents Chansel v1 2 2 home
34. move the replacement text for the estate agent name tag in the Document Pane Click on the Wizard radio button on the left Chansel v1 2 2 home jim chansel tutorial estate agent flyer tags clip docx 4 Select a Tag price in thousands Show All estate agents name N Wizard estate agents address Chan Edit estate agents phone Text entry estate agents email In line Insert Tag ls a historic and wonderful property type a property type has 2 luxury kitchen dining room with appliarn Markers 000 ms O enquiries please contact 2 g hh 77 elmtree lane Bournville Berkshire BV2 9ZZ 01234 567891 Fax 01234 567891 4ll into abcd estate agents com Click on the gt gt button next to the estate agents name tag 30 Chansel Automate Your Documents Open File Save To File Apply To Files Chansel Search Show All Wizard Chan Edit Text entry In line Insert Tag Chansel v1 2 2 home jim chansel tutorial estate agent flyer tags clip docx x Below is the substitution text for tag estate agents name Click the Substitute button to replace tag instances with the text Abcd Estate Agents is a historic and wonderful f operty typel property type S 2 luxury kitchen dining room with applian o6s For enquiries please contact 77 elmtree lane Bournville Berk
35. nd And Replace Technique cccccssssscsssssssvsvesssssccsescceecessssssevessssceessessees 42 5Advanced Topics For Power lI SCN x25 ccrarsicsnsceqoncosanacdunsnvaneavd cites eaereescomexaadensnnepsenseaoiswextanracsenatvenes 43 Pd Gensel 5G ls FAVA 4S E acceiccsa cen cescsacetozncsestascescucsaess A E 43 5 2Chansel Big Data CDOSILOL y w deeasenoresnnoraraasiosedotate sdooturwoosoanborsranstogndotaiesdoetuenonahmioatreniGeaseentonss 43 ope 6 120108 Fs n E omer ne ee tke rer rep er nner eer er eer cere reer eer nee rere reer ee er ee Te 43 5 4Web Downloads and Contact US eee eeecccscccscccecccsscecscccssccsscccssccsceessceccesceecessessesseesens 44 Chansel Automate Your Documents 1 Introduction Chansel is document automation software that helps you run your office smoother If you re regularly creating documents that are broadly similar to one another e Contracts e Flyers e Sales agreements e Real Estate documents e Employment agreements In fact any type of legal or contractual documents then Chansel document creation software will e Save you money e Save your time and resources e Reduce errors e Assist you in providing better service to your clients e Reduce Stress on yourself and staff Chansel takes away all the fiddly and risky copy pasting that s associated with manually creating contracts agreements and documents automating the process in a simple user friendly way Anyone can use it Chansel wor
36. or html t body Text for body an niin Chan Edit p Text for p Text entry In line p Text for p Markers These GUI defined lower far left text markers persist until you close Chansel so if you wish to remove the new markers simply close and re open Chansel saving your work first As mentioned to make new Tag Markers permanent between sessions enter them in the Markers properties file as is described in a previous section Summary Chansel allows you to use multiple marker pairs This can provide flexibility For example you could have one person working with one set of marker pairs only and another person working with different marker pairs Or in the GUI they are simply a convenient way of creating Tags on the fly 4 3 5 Another Find And Replace Technique You might find this trick useful on occasion If you place some text in the Markers Open text box and keep the Close text box empty and click the Add button then something neat happens Chansel will for the text in the Open text box create a new Tag This feature is a convenient way to perform a case sensitive global find and replace in a document For example by typing Hello into the Open text box as described above you can replace all instances of Hello with a capital H in the document This is because Chansel will create a new 42 Chansel Automate Your Documents
37. retically use actual words for markers as shown in the bottom pair of Markers This is not recommended though as it could make life very confusing 4 3 3 Replacing Unmarked Words You can use an Open Marker to replace a word that has no markers that surround it In our markers file see above what happens if we miss out a Close Marker Then the Open Marker becomes the Tag itself In the example above if we had this entry in the Markers properties file marker open hello There is no corresponding marker close entry Here the Tag would simply be hello This is a way to substitute some text in a document without the need to surround that text with a Marker pair These open markers without a close twin should only be defined at the bottom of the markers properties file This is a useful feature but should be used with care keep document back ups as it can be used to replace ALL instances of the word you have defined in the marker open variable If in doubt do not use this feature 39 Chansel Automate Your Documents 4 3 4 Tag Markers Via the Graphical User Interface Extra Tag Markers can be entered in the Chansel user interface Note that these are temporary Tag Markers i e they are not persisted after you close Chansel To make Tag Markers permanent between sessions enter them in the Markers properties file as is described above v Chansel v1 2 2 home jim chansel tutorial estate agent flyer tags clip 2markers docx
38. s com Tagged Document Now we can create a tagged document replacing sections of text with some descriptive labels 4 Chansel Automate Your Documents inside the and tag markers property name is an historic and wonderful property type The property type has features f price in thousands 000 For enquiries please contact estate agents name estate agents address estate agents phone Email estate agents email Above is an example of a tagged document some people might call it a template You can call your tags whatever you like we recommend using descriptive labels To kick off the tutorial please create a new document in a word processor Word or LibreOffice or a plain text editor if you prefer Copy the above Tagged Document text into your document and Save it 2 1 4 What is a Tag A Tag is a descriptive labels of your choosing inside and markers Tags are used to replace or insert text in a document For example Hello name can become Hello Jo Smith Tags can be re used within a document and powerfully they can also re used across different documents Chansel is used to replace tags with new text in time and effort saving ways As for markers such as and they can be changed as described later 2 1 5 Open Your document in Chansel In Chansel click on the Open File button and open your
39. shire BV2 9ZZ 01234 567891 Fax 01234 567891 EMail into abcd estate agents com The Channel text has been placed into the Substitution Pane upper right Click the Substitute button 31 Chansel Automate Your Documents v Chansel v1 2 2 home jim chansel tutorial estate agent flyer tags clip docx x Select a Tag E propery ame n Apply To Files Apply To Files features price in thousands Show All estate agents name Wizard Chan Edit estate agents address estate agents phone gt gt Text entry i in line estate agents email A Insert Tag Markers is a historic and wonderful property type T property type nas a luxury kitchen dining room with appliar 000 hh Close z o Abcd Estate Agents 77 elmtree lane Bournville Berkshire BV2 9ZZ 01234 567891 Fax 01234 567891 EMail into abcd estate agents com enquiries please contact The Channel text Abcd Estate Agents has been placed into Document Pane Click on the features tag in the Channel Pane Notice above that the estate agents name tag in the Channel Pane is now coloured green showing that we have already processed this tag in Wizard Mode Click on the gt gt button in the features tag 32 Chansel Automate Your Documents Chansel v1 2 2 home jim chansel tutorial estate agent flyer tags clip docx Select a channel for question
40. t Text for features features Text entry In line ae Text for price in t price in thousands thousands Markers is a historic and wonderful The has cottage cottage property name property type k property type features 000 price in thousands For enquiries please contact estate agents name estate agents address Email estate agents email o g e estate agents phone Notice how Chansel has also copied the text cottage into the Substitution Pane top right Now delete the word cottage in the Document Pane and notice how the word is also removed from the Substitution Pane Now type cottage into the Substitution Pane This time click the Substitute button to copy the word down to the Document Pane Property Type Tag boxes Now delete the word cottage in the Substitution Pane and click the Substitute button Notice how the word is also removed from the Document Pane Finally type cottage into the Channels Pane top left You should see the below Chansel Automate Your Documents v Chansel v1 2 2 home jim chansel tutorial estate agent flyer tags clip docx x Below is the substitution text for tag property type Click the Substitute button to Text for prope i i property name Messiah property replace tag instances with the text Save To File Apply To Files ro e Chansel Search property VP typ
41. tree lar Beview i eh saa property type property type features 000 965 price in thousands For enquiries please contact Abcd Estate Ac estate agents name 77 elmtree lane estate agents address Email 01234 567891 info abcd estate estate agents phone estate agents email In the Document Pane bottom is the new replacement text abcd estate agents com in the Lestate agents name tag blue box Why create the Channel Chansel saves Channels to its database so you can re use them in the future Whenever you open the same or a different document that contains the same Tag e g estate agents name then Chansel will provide this Channel with its stored replacement text This is true even if Chansel is closed and re opened later You won t need to retype in that replacement text e g abcd estate agents com for documents containing the Tag that the channel is associated with e g estate agents name Channels are editable so you can update them or even delete them at any time Notice how Chansel lets you automate your documents without having to do any programming or scripting 2 3 3 Question Channels Question Channels provide you with a choice of replacement text from two or more options They are called Question Channels because loosely speaking they ask a question which replacement text would you like You can now Automate anoth
42. ty type Open File luxury kitchendining roomappliancesstudybathroom wit Save To File Apply To Files D Luxury Kitchen Chansel Search i Show All lt TD Dining Room hal bal lin Chan Edit Text entry Q Which feature Appli would you like D Appliances In line Insert Tag bathroom witt D Bathroom with a Close Bath and Shower Cubicle selene te diamine mate Vext for price in Zz i is a historic and wonderful TEE E The Doa aan has features f ess For enquiries please contact Abcd Estate Agents 77 elmtree lane Bournville Berkshire BV2 9ZZ You can see in the Substitution Pane top right that the Text Area has been populated by the text we have transferred from the Text Channels Next you can edit this text and click the Substitute button 27 Chansel Automate Your Documents Chansel v1 2 2 home jim chansel tutorial estate agent flyer tags clip docx 4 4 x i Below is the substitution text for tag features property type ore property Click the Substitute button to A replace tag instances with the text Open File a luxury kitchen dining room with appliances study batt Save To File Apply To Files luxury kitcher D Luxury Kitchen Chansel Search Show All dining room 7 i ID Dining Room a m 6 os a Chan Edit h appliances Text entry Q Which feature Appli would you like T Appliances In line Insert Tag
43. urglar alarm system gas central heating and a large gardens 965 000 For enquiries please contact Abcd Estate Agents 77 Elmtree lane Bournville Berkshire BV2 9Z Z 01234 567891 Email info abcd estate agents com 2 1 3 Tagged Document The next step is to create a version of the Original Document above but with as much or as little of the text as you like replaced by Tags To identify candidate tags first identify text snippets of the document that are shared across different documents or that you think are generic or important If you change your mind it s no problem you can always re edit in your word processor We will replace tags with text using Chansel For example we will use Chansel to replace the property type tag with this text cottage Here is a list of tags we have decided to use Different documents may have the same tags and each tag can be replaced using Chansel by the same or different replacement text in each document property name Bellview features a luxury kitchen dining room with appliances study bathroom with a bath and shower cubicle burglar alarm system gas central heating and a large gardens price in thousands 965 Lestate agents name Abcd Estate Agents Lestate agents address 77 Elmtree lane Bournville Berkshire BV2 9ZZ Lestate agents phone 01234 567891 Fax 01234 567891 Lestate agents email info abcd estate agent
44. y name Bellview features a luxury kitchen dining room with appliances study bathroom with a bath and shower cubicle burglar alarm system gas central heating and a large gardens price in thousands 965 Lestate agents name Abcd Estate Agents Lestate agents address 77 Elmtree lane Bournville Berkshire BV2 9ZZ Lestate agents phone 01234 567891 Fax 01234 567891 Lestate agents email info abcd estate agents com Plug in the example replacement text for each tag in Chansel 10 Chansel Automate Your Documents Chansel v1 2 2 home jim chansel tutorial estate agent flyer tags clip docx Below is the substitution text for tag features Click on the button s to place text in the replacement area Click the Substitute button to replace tag instances with the text Open File n Bellview Text H ropert a luxury kitchen dining room with appliances study b type Show All S iara Co ga Chan Edit a luxury kitch k Text for features Text entry In line P Text for price in price in thousands thousands Markers 2 9 o is a historic and wonderful The has Bellview cottage cottage a luxury kitchen property name property type property type features 000 965 price in thousands For enquiries please contact Abcd Estate Ager estate agents name 77 elmtree lane estate agents address Email 01234
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