Document Template Authoring and Tags

27 articles

About Tags

A Blueprint tag is a place holder for your data. You can add tags to AutoTag in a variety of ways.

Tag Tree

The tag tree provides a quick look at the tag structure of your template.

Tag Editor

The Tag Editor allows you to create and edit tags.

If Tag

Use the if tag to conditionally include part of a report when creating document templates. You may also use the else tag within the body of the if tag to include a different section of the report when the condition is not met.

If Tag Tutorial

An <if> tag allows you to display conditional information in your report.

Else Tag

The else tag adds increased power to the if tag. By default, the if tag has a third part that is understood but not explicitly stated.

Else Tag Tutorial

The Else Tag, like the If Tag, allows you to display conditional information in your report.

ForEach Tag

Use the forEach tag to automatically add a row to your report for each data item in a node (table).

ForEach Tag Tutorial

Various tutorials and examples for using the ForEach tag.

Import Tag

The Import tag is generally only used for workaround purposes when creating a document template.

Import Tag Tutorial

To import a tag when creating a document template, open the Tag Builder and then click Import, click the select tab and then drag and drop your intended import.

Link Tag

You can use the Link tag to add dynamic hyperlinks to your template when creating document templates.

Link Tag Tutorial

How to link a piece of content to a website or an artifact in Blueprint with examples when creating document templates.

Out Tag

An out tag places a piece of data from the data source in the generated output. See how to use an out tag with examples when creating a document template.

Query Tag

Use the query tag to retrieve the value of a specified data item (node) from your data source when creating a document template.

Query Tag Tutorial

How to use the query tag to retrieve the value of a specified data item (group) from your data source, storing the result in a newly created variable when creating document templates.

Set Tag

The Set tag is an internal variable tag that allows you to declare a variable name, assign it a value, and use the named variable elsewhere in the document template.

Switch Tag

Use the switch tag to conditionally include part of a report depending on which condition is true when creating document templates.

Add Tags in Excel

How to add tags in Excel and examples when authoring document templates.

Add Tags with the Data Bin

How to add tags with data bin and examples, when authoring document templates.

Add Tags with the Data Tree

How to add tags with the data tree and examples when authoring document templates.

Add Tags with the Tag Builder

How to add tags with Tag Builder and examples when authoring document templates.

Insert Tags within a ForEach Tag

How to insert tags within a forEach tag and examples when authoring document templates.

Edit Tags in your Document Template

How to edit both field tags and text tags in your document template.

Delete Tags in your Document Template

How to delete both field tags and text tags in your document templates.

Evaluate Tags

To evaluate tags in your document templates, select the tag of interest to view its data and click evaluate.

Validate Tags

To validate tags in your document templates, click Validate Tags in the Tags menu.