Tips for using template tags

Template tags are the building blocks of a Change document. The tags pull information from the corresponding data fields in the issue, PCO, or CCO detail to populate the document, except for Sum of pay items original price and Sum of pay items current price, which pull information from fields in InEight Control. Use the following guidelines when you are adding tags to your template.

Additional instructions can be found in the tags export.

General tag information

General tags cannot be used in a table.
Equations are discarded in document generation. No tags in an equation are read.
Some fields in the application have their own formatting that is applied in the template (for example, a bullet list). The general tags associated with those fields use the application's formatting, and you do not have to enter additional formatting in the template.

Collection table tags

Only collection table tags can be used in a collection table.
Tags cannot be read from nested tables, such as a table within a table.
Tags for the Pricing summary collection table gather the information from the pricing summary page for an issue, PCO, or CCO and places them in the collection table. If a PCO has multiple issues or a CCO has multiple issues or PCOs, the collection table shows each issue or PCO on a separate line. When a markup is applied to multiple issues, each markup shows on a separate line.

DocuSign tags

Change the color of DocuSign tags to white, otherwise the tags show in the document. The white text matches the background and hides the tag.
When adding a DocuSign tag to an Excel template, the column or row must be large enough for the entire tag name. When the Excel file is converted to a PDF to send to DocuSign, the system cannot read the tag if the whole tag name was not visible in Excel.

Microsoft Word documents

Any text formatted in Change on the Details pages are retained in Word documents.
The pricing summary tags for issue, PCO, and CCO generates all pricing details generate in the Times New Roman font. The tag always generates as a preformatted table.

Microsoft Excel documents

For large text cells where you can format text, the formatting is converted to plain text.
Any text formatted in Change on the Details pages are converted to plain text in Excel.
Only the first sheet in an Excel template is read and tag information inserted. To generate multiple Excel sheets, create multiple Excel files and merge them into a single PDF.
The Change writer discards text boxes, word art, drawings, equations and formulas inserted into an Excel document.
Tags cannot be used in calculations.
The Pricing summary tags are not valid in Excel.