Help & Tutorials
Clear step‑by‑step guides for installing and using TextsBert for forms, profiles, snippets, documents, and hotkeys.
- Install the extension and pin it.
- Copy your text (email, invoice, CRM, spreadsheet…).
- Open the form and use the hotkey, Quick Button, or Quick Orb.
- Optional: enable review mode to confirm before filling.
- Open the Chrome Web Store listing and click “Add to Chrome”.
- After installation, pin the extension (next section).
- Click the Puzzle icon (Extensions) in the top‑right.
- Click the Pin icon next to TextsBert.
- TextsBert will stay visible in the toolbar.
- Copy the text you already have (address, customer details, order lines…).
- Open the target form in your browser.
- Use your hotkey, the Quick Button, the Quick Orb, or the Fill button in the extension — TextsBert fills matching fields.
- For sensitive fields: enable review mode (confirm before fill).
- TextsBert never clicks submit automatically.
- Save reusable sets of values (e.g., company details, departments, branches).
- Select the right profile before filling.
- Great when you work with multiple clients or entities.
- Save reusable text blocks (standard reply, standard address, common fields).
- Use snippets for quick insert or as input for autofill.
- Use local backup when you want a direct recovery copy of your setup.
- Use export and import when setup needs to be moved or restored intentionally.
- Backup, export, and import stay deliberate admin actions.
- The actual form and PDF work continues locally in the browser or on the device.
- In the PDF Tools tab, choose a PDF or use the available preparation tools depending on your plan.
- Review the mapping, then fill.
- Export / download the result.
- Chrome → Settings → Extensions → Keyboard shortcuts.
- Find TextsBert and set a shortcut.
- Tip: choose a combo you don’t type into form fields.
Validation in TextsBert means strict parsing and field mapping (format checks / plausibility warnings). It is not an online or official verification of correctness.
Move from the quick start into the deeper help pages.
These pages explain the extension’s browser workflow in more detail.
Fill from clipboard is the fastest way to start real browser work.
Clipboard filling is the most direct daily browser workflow in TextsBert.
Selected page info helps when the page already contains useful context.
Selected page info keeps TextsBert close to the page you are already working in.
Use profiles when the same identity keeps coming back.
Profiles move repeated identities out of memory and into a reusable layer.
Use snippets when approved wording is part of the job, not just filler.
Snippets turn approved wording into a reusable workflow layer.
Use Saved Field Rules when a portal keeps needing the same special handling.
Saved Field Rules reduce repeated fixing on the same awkward environments.
The clear product page for daily browser work, forms, and reusable data.
If a term feels unclear, use the stable product definition page here.
The dedicated page for all 18 PDF tools, browser-and-device processing, and Auto Fill PDF for fillable PDFs.
Need help or missing a tutorial? Email us: