Templates
Reanalyze Placeholders
When you update your template file or make changes to your HubSpot properties, you can re-run placeholder analysis to ensure everything is correctly mapped. PDF CreateMate scans your document, extracts all placeholders, and matches them against your HubSpot properties.
When to Reanalyze
You should reanalyze placeholders when:
- You uploaded a new version of your template file with added or removed placeholders
- HubSpot properties changed — new properties were created or existing ones renamed
- Placeholder expressions were updated — changes to formatters, conditionals, or default values
- Unmatched placeholders need re-checking — after creating the missing properties in HubSpot
How to Reanalyze
- Open your template in the Template Builder
- Navigate to the Placeholders step
- Click Re-analyze Document
- Wait for the analysis to complete
PDF CreateMate will scan the stored template file and return updated results.
Reanalysis happens automatically when you enter the Placeholders step of the builder with a validated document. You can also trigger it manually at any time.
Understanding the Results
After reanalysis, each placeholder is categorized:
| Status | Meaning |
|---|---|
| Matched | The placeholder maps to an existing HubSpot property |
| Unmatched | No matching HubSpot property found — you can create it from the builder |
| Invalid | The placeholder has a syntax error (e.g., missing closing braces) |
The summary shows:
- Total placeholders — every occurrence in the document
- Unique placeholders — count of distinct placeholder expressions
- Matched / Unmatched / Invalid counts
Unmatched placeholders will appear as empty values in generated documents. Make sure all placeholders are matched before publishing.
Fixing Unmatched Placeholders
If the analysis finds unmatched placeholders, try these options:
- Sync your properties. If the property exists in HubSpot, click Sync on the Properties page, then run Re-analyze Document again. If HubSpot has an archived property with a similar name, make sure your placeholder uses the internal name of the active one.
- Create the property in HubSpot. In HubSpot, go to Settings → Properties and create the missing property with the type it needs (number, date, dropdown and so on). Then click Sync on the Properties page and run Re-analyze Document again. The Create Property button in the builder can't do this: it only creates File and single-line text properties for storing documents and signature links.
- Fix the placeholder in your template — Update the placeholder name in your Word document to match an existing HubSpot property, then re-upload
After making changes, run the analysis again to confirm everything is matched.
Related Documentation
- Create Template — Placeholder syntax and best practices
- Formatters & Defaults — Format text and numbers inside placeholders
- Create HubSpot Properties — Create missing properties from the builder