FAQ

Frequently Asked Questions

Subscriptions and free trial

Free subscriptions, paid subscriptions and free trials

4 Answers

What is Tag?

Tag is a desktop application for Windows and Mac used for cutting-edge document generation. It turns static documents into dynamic data-driven documents. The data from generated documents can be captured and exported for analysis.

Is Tag free to use?

Yes. The Community subscription is free to use and never expires. Most features are available in the free version including simple apps, data setup editing, template editing, form creation, data entry and generation preview. Document generation is also supported up to a maximum of three free generations (documents saved to a file) per month.

What additional features do paid subscriptions include?

Paid subscriptions offer unlimited generation (documents saved to a file). In future versions, some team-level features may also be limited to paid subscriptions.

Is there a free trial?

Yes. New accounts receive a 30-day free trial which includes unlimited document generation. After the trial ends you can purchase a paid (Individual) subscription or continue to use the free (Community) subscription.

Logging in

Issues related to creating a new account, logging in and managing your password

4 Answers

What information do I need to provide when creating an account?

We require minimal personal information. You only have to provide an email address, first and last name when creating an account. You also have to choose a unique account name and password to use when logging in.

What if I can't remember my account name?

The login screen is displayed when you first run Tag as a desktop application on Windows or Mac computers. It has a link to click if you forget your account name that will send an email to the address provided when you created the account.

What if I can't remember my password?

The login screen also has a link to reset your password. Clicking this link will cause an email to be sent to the address provided when you created the account. The email will contain a temporary password.

Do I have to login every time I start Tag?

No. The login screen has a checkbox called “Remember me”. If this is checked, Tag will remember your account name and password (only on the computer you are using). There are two ways to logout of Tag using the Account menu (in the top-right corner): “Sign out and exit” and “Exit and remember me” (the default choice). If you choose the former, the remembered account name and password will be discarded and you will have to login again the next time you run Tag. Note that every 30 days Tag will force you to login again to ensure it is still you.

Onboarding services

Onboarding services and how can you access them

4 Answers

What are onboarding services?

Onboarding is a service we offer to help subscribers get started quickly using best practices. It includes direct support from our team using email, online meetings, virtual chats and phone.

What kind of help can I get during onboarding?

The most common onboarding service is providing help creating smart content. This involves taking your existing static documents and converting them to dynamic data-driven reports. Onboarding also provides a way for you to access some advanced features (see below).

Is onboarding only available for new accounts?

No. Onboarding services are available at any time. Whether you are learning a new feature set, or simply short on time, we are dedicated to helping you become more productive quickly. We also appreciate the opportunity to discover new ways to use smart content, and to learn more about the industries you work in.

Is there a free trial?

Yes. New accounts receive a 30-day free trial which includes unlimited document generation. After the trial ends you can purchase a paid (Individual) subscription or continue to use the free (Community) subscription.

Advanced features

Issues related to advanced features that are not in the standard Tag user interface

4 Answers

Can I generate multiple documents at one time?

Yes. The generation of multiple documents can drive off CSV files or more advanced task pipelines. Task pipelines are defined using the powerful XProc 3.0 open standard. Tag can run XProc pipelines, but does not yet have an app to display them. Either approach can be easily setup during onboarding.

How can I use knowledge graphs?

The Knowledge graphs app is still under development and is not yet part of the standard Tag user interface. During onboarding this app can be made visible after confirming its applicability. Some features of knowledge graphs are not yet supported and attempts to display graphs that use them may cause issues.

How can I use machine learning?

The use of machine learning algorithms in Tag is subject to additional (affordable) per-use fees. By default these features are hidden, however they can be made visible during onboarding. When visible these features are presented as new menu items and panels within the Smart content app.

How can I use remote services?

Tag can call remote services on your behalf (e.g., to access customer data). The results are usually returned as JSON data which must be converted into a CSV or XML data file. This requires some simple customization that can be implemented during onboarding.