Article Summary
Use the Bulk Find and Replace feature to update terminology, rebrand content, or correct language across your entire content library in seconds. Replace all matches at once or review individually.
Estimated Time
1 minute
Prerequisites
Content Manager or Admin permissions
Content uploaded to your library
Understanding of what text you want to replace
Step-by-Step Instructions
Step 1: Access Find and Replace
1. Navigate to Content Management from the left sidebar of your dashboard.
2. (Optional) Apply filters to narrow which content to search:
Filter by content type (Projects, Library, Documentation)
Filter by location/folder
Filter by tags or categories
Skip filtering to search your entire library
3. Click Find and Replace button in the left sidebar.
Step 2: Enter Search and Replace Text
1. In the Find field, enter the text you want to change.
2. In the Replace field, enter the new text.
3. AutoRFP automatically searches and displays a preview:
Red highlighting shows current text that will be changed
Green text shows what the replacement will be
Total results count appears in the bottom-right corner
Step 3: Configure Match Options
1. Choose precision options based on your needs:
Match Case
Respects capitalization in your search
"apple" and "Apple" are treated as different
Use when: Capitalization matters for your replacement
Example: Change "apple" to "orange" but keep "Apple Inc." unchanged
Match Word
Matches whole words only, not partial matches
Prevents changing text within other words
Use when: Replacing common words that appear in larger words
Example: Change "will" to "shall" without affecting "willow" or "willing"
2. Toggle Match Case and/or Match Word on or off as needed.
3. Preview updates automatically based on your selections.
Step 3: Review Matches
1. Scroll through the preview list to review all matches.
2. Each match shows:
The content snippet containing the text
Current text in red
Replacement text in green
Document/location name
3. Verify the replacements are correct before proceeding.
4. Execute replacements either all at once (by selecting the Replace Button in the left menu bar) or individually (by selecting Replace inside each content snippet).
✏️ Prefer to Make Manual Edits?
If you prefer to adjust text manually instead of bulk replacing across your entire library:
Click directly on the text in the preview
The content opens for editing
Make your manual changes
Click Save when finished
Manual edits allow for more nuanced changes beyond a simple find/replace.
💡Tips & Best Practices
Document what you changed for team awareness
Check the total results count - too many or too few may indicate an issue
Common Use Cases:
Company rebranding (old name → new name)
Product name changes (legacy product → new product)
Terminology updates (mankind → humankind, he/she → they)
Correction of common misspellings
Regulatory language updates (must → shall)
✋🏼Common Mistakes to Avoid
Replacing acronyms without "Match Case" enabled
Replacing text that appears in URLs or technical strings
Not using filters when you only want to update specific content
Need Help?
💬 Live Chat: Available in-app
📧 Email: [email protected] or contact your Success Manager directly for urgent support.
📚 Learning Centre: learn.autorfp.ai/en