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Using search and replace in Projects

Overview

Search and replace is a time-saving feature that allows you to modify content across an entire project by locating specific words or phrases and replacing all of them at once (or one by one). 

  • Deleted terms cannot be recovered.
  • There are some considerations for special characters when using this function. See Special Character Considerations at the end of this article for more information.

You want to replace all instances of a specific client name with a merge tag instead.

Using search and replace in projects

  1. Select the section(s) you want to query by clicking the box to the left of the sections, then click More > Search and Replace. search1.png
  2. Select whether you want to search answers, questions, or both, then enter the text in the specified field.
    Note: If you enter multiple words or a phrase, only the text that matches the phrase completely is replaced.
  3. Click Save to update the values in the project. Edits made are recorded in the activities for the question and the project.

Special character considerations

Characters without additional text

The following characters can be used in searches with search and replace:
Note: Backslashes (\) and double quotes (") cannot be searched.

Symbol Name Symbol
Tilde ~
Back Quote `
Exclamation Mark !
At @
Hash #
Dollar $
Percentage %
Caret ^
Ampersand &
Asterisk *
Open Parenthesis (
Closed Parenthesis )
Underscore _
Hyphen -
Plus +
Equal =
Open Brace {
Closed Brace }
Pipe |
Open Bracket [
Closed Bracket ]
Colon :
Semicolon ;
Single Quotes '
Less Than <
Greater Than >
Comma ,
Full Stop .
Question Mark ?
Forward Slash /

Characters with prefix or suffix text

The following characters can be used with prefix or suffix text:
Note: Backslashes (\), double quotes ("), back quotes with prefix and suffix text (`Text or Text`), and single quotes with suffix text ('Text) cannot be searched.

Symbol Name Suffix Prefix
Tilde ~Text Text~
Exclamation Mark !Text Text!
At @Text Text@
Hash #Text Text#
Dollar $Text Text$
Percentage %Text Text%
Caret ^Text Text^
Ampersand &Text Text&
Asterisk *Text Text*
Open Parenthesis (Text Text(
Closed Parenthesis )Text Text)
Underscore _Text Text_
Hyphen -Text Text-
Plus +Text Text+
Equal =Text Text=
Open Brace {Text Text{
Closed Brace }Text Text}
Pipe |Text Text|
Open Bracket [Text Text[
Closed Bracket ]Text Text]
Colon :Text Text:
Semicolon ;Text Text;
Less Than <Text Text<
Greater Than >Text Text>
Comma ,Text Text,
Full Stop .Text Text.
Question Mark ?Text Text?
Forward Slash /Text Text/

Characters in between text

The following characters can be used in between text (without space):
Note: Backslashes (\), double quotes ("), and back quotes (`Text) cannot be searched with text in between.

Symbol Name Text Example
Tilde Text~Text
Exclamation Mark Text!Text
At Text@Text
Hash Text#Text
Dollar Text$Text
Percentage Text%Text
Caret Text^Text
Ampersand Text&Text
Asterisk Text*Text
Open Parenthesis Text(Text
Closed Parenthesis Text)Text
Underscore Text_Text
Hyphen Text-Text
Plus Text+Text
Equal Text=Text
Open Brace Text{Text
Closed Brace Text}Text
Pipe Text|Text
Open Bracket Text[Text
Closed Bracket Text]Text
Colon Text:Text
Semicolon Text;Text
Single Quote Text'Text
Less Than Text<Text
Greater Than Text>Text
Comma Text,Text
Full Stop Text.Text
Question Mark Text?Text
Forward Slash Text/Text

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