LEARNING CENTER

 

Documentation

User guides and other documents related to Tag

User guides

Other documents

On this page (see below)

 

Feature maps

The Tag feature map is a tool for learning about available features. It contains many topics arranged in a graph, that let you click on, and expand into, them to see more information.

The best way to view the feature map is on the Start Screen in Tag. There is an interactive graph view and links to all the described apps. You can also open viewers of more detailed information about expression functions, pipeline steps, and samples you can copy.

Some feature map content is replicated in the links below.

 

Step-by-Step Tutorials

Need some help? These simple tutorials will lead you through some common tasks.
You can view them online or download as PDFs.

Create basic report (pdf)

This tutorial demonstrates a quick way to create a new report. It uses the Basic report setup panel to generate some of the files, while other files are copied from a sample.

Create Contract (pdf)

This tutorial walks through the steps needed to convert a static legal contract into a dynamic contract. It inserts values gathered from a form and defines conditional logic.

Import content from *.docx files (pdf)

This tutorial shows how to import static content from a *.docx file and convert it into dynamic content.

CSV Import (pdf)

This tutorial shows how to import data from a CSV file into a form. The CSV import is managed visually by dragging lines to map CSV columns to data fields.

CSV Export (pdf)

This tutorial shows how you can merge data from similar data files into a single CSV. A CSV export wizard is then used to scan for similar data files, and save them all to a single CSV file.

 

Use cases

Use cases describe potential Tag projects with more explanation than samples.

Healthcare assessment report

Psychological assessment reports are complex and data intensive. This example shows how Tag can organize hundreds of data points and text fragments, in order to generate a (*.docx) word processing document for final editing that may be dozens of pages long.

Legal bill of sale contract

Legal contracts include personal and business information, which can be inserted into contract wording as shown in this example. They can also benefit from conditional clauses, that only get inserted when a certain condition is true.

General use - Invoice

This example provides a list of data fields relevant for a simple invoice, and a single template that generates a 1-page invoice document.

 

Videos

This section lists a few videos that demonstrate how Tag works. More planned!

How to automate content

A quick tour through the basics: data setup, template editing, entering data and generating a *.docx file.

Adding logic to content

A review of how if and choose/when instructions are used to conditionally show content.