The following step-by-step guides focus on specific Tag features. Both HTML and PDF versions are provided for each guide.
This guide 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. Most notably, it shows how to use common templates like he-she and Client.
This guide shows how to create SEO script fragments that can improve a website's visibility in search engines. It uses the schema.org SEO setup panel to select some classes from schema.org, which are then narrowed further by selecting only fields/properties of interest. The end result is a set of forms to gather SEO data, and a wizard that generates SEO scripts that can be added to a website. An optional summary report is also created.
This guide shows how to import static content from a *.docx file and convert it into dynamic content. It starts with the Basic report setup panel to reuse He-She and he-she templates, and also reuses a client data setup file. After importing content, value-of instructions to insert first name are added. The find/replace dialog is also used to replace occurrences of "She" with calls to the He-She template.
This guide shows how to import data from a CSV file into a form. It uses the Custom order sample files to define a product order that merges customer data gathered externally (e.g., in a web form saved to CSV) and business data gathered in Tag. The CSV import is managed visually by dragging lines to map CSV columns to data fields.
This guide shows how you can merge data from similar data files into a single CSV. It uses the Book series sample files to define data for 4 fictional books that is entered using Tag forms. A CSV export wizard is then used to scan for similar data files, and save them all to a single CSV file (where each row corresponds to 1 data file).
This guide walks through the steps needed to convert a static legal contract into a dynamic (data-driven) contract. It replaces underline areas in the static contract (where people are supposed to write values with a pen) with value-of instructions that insert values gathered from a form. It also defines two conditional clause fragments that are only inserted when needed.
This guide provides a working example of how to generate Open Graph metadata. Using Open Graph can improve a website's visibility in social networks like Twitter and Facebook. This guide uses Open Graph sample files to create a form, then exports a copy of the data as Open Graph metadata which can be embedded within a website.