Tags. What are they and what are they for?

Tags are words enclosed in curly braces "{ }"

What is a tag?

A tag is a word that is always enclosed in curly braces - example {name} -. It is used to link the response from a form field with its position within the text.

Thanks to the link between the form field and its tag, the software identifies where in the document to place the text that is typed in that field. As we can see in the image below. 


Tags cannot contain spaces.


Where do we prepare the document with the tags?

We can prepare our document in 2 places:

1. Directly on the platform, from a blank document
2. Load the existing document on the platform to start working on it. Remember that to be able to load it the file format must be .docx


How do I include these tags in my document?

This way, we are going to replace all the blanks or "variable text" with tags in the document.


Who decides which word to use for each tag?

You are free to choose whatever word you want to use in each tag. But tags can help us know what kind of information we are referring to. Continuing with the previous example, the tag {place} does not make it clear to which place we are referring to in case there were many places to be identified in a document.

That is why perhaps, using a word that details more clearly the kind of text that would be inserted where the tags are placed, it would help us know exactly what data we need there. - example: {placeSignature} or {placeDocument} -


So how do we know which name to choose for each tag?

Let's see it with another example:

In case of a standard lease agreement template, we will find that there are different types of people (landlord, tenant, etc.).

For this reason, the tags that we must use for these names will have to be different from each other so that the software can distinguish between them: {tenantName} and {landlordName}.


In short, the names of the tags should help us understand, at a glance, what information they replace.