Insert a tag on a document
Reminder: In order to use document templates in Jarvis, it is mandatory that you have previouslyaccess to the "Access to the Document Models menu".
The tags are elements that will allow Jarvis toimplement automaticallyduring the documentary merger thedata that you have recorded in the fields of your Files, your contact cards or your invoices.
As a result, the more you mark your documents, the more time you will save when editing documents or invoices.
The Tags are in the form of a text between braces:#Balise#
Tags depend on the type of documents. There are 3 types of tags:
- theSimple tagsthat refer to only one field in Jarvis.
Example: In documents generated from Folders, the #NomDos# tag will imply the Name of the File in question. Since there is only one Folder name in a Folder we speak of Simple Tag. - theTags Tablethat refer to fields that may have multiple results. To work these Tags must be included in a table.
Example: In documents generated as part of invoicing, there are be tags for listing all due diligence invoiced. The tags corresponding to the date of the diligence, its category, its amount, etc. will find in Jarvis as many results as there are due diligence charged. To work these tags must - theTags Parties,in Documents Records only, which allow the selection of the Party concerned by the document generated.
Example: In a File you can have several Parties with the same typology (several Clients, several opponents...). The Parties tags are those that refer to the Parties of the File: Identity, Coordinates and other customizable fields of the relevant contact. If you have multiple Parties of the same typology when you manage a Document from the relevant File, you will be asked to choose the one you wish to appear in the document.
Using the Tag Library
To mark a model ofdocument cr cr:
- Appointment in theDocument templates section of your Settings
- Locate the model to be tagged in the list andopen the editor of Modèles
- Click on thepuzzle partin the left side menu
- Click onthe entrance"Jarvis Merge Field"in the panel that opens
Tags appear in the drop-down menu on the left.
To find out what a tag is, hover over the information pictogram with the mouse cursor
to the right of each of them: this will show information on the relevant tag.
Note: If you are wondering what a Tag is in a document, copy it and paste it into the Tag Library search engine and, once it appears in the search results, hover over the pictogram
with the mouse cursor.
Using Tags
You have 3 methods to insert tags:
1. 1. Recover the Tag in the Library
Locate the tag that you want to embed into your Model in the Library (see above) and click it to insert it in the line in the document.
2. Copy the Tag from the Library
We recommend that you use this second method to tag your documents because it has the advantage of not changing your formatting. However, this method requires strict compliance with the nomenclature of tags. In other words, you will have to respect capital letters, lower case and spaces.
Ex: #Date Start#
3. Copy the Tag from another model
Open another tab of your Internet browser another already tagged template, locate the Tag you want to resume in your Model to copy it, and then paste it to the desired location of the document you are customizing.
Once your document is tagged (with either method) and layout, cliquech onSave and close
You can now use your document template inmanaging a file documentor customer oran invoice from a proforma invoiceto see the result.
You can also add for examplethe front and footerof theimagesof themarginsor adigitization of document.
Related Articles
Submission of document templates
Thanks to the Document Modes you will be ablemanage documents via Jarvis documentswho will haveyour layoutandwill be automatically filledthrough information extracted from your Folders, contacts or invoices. This feature is called the"Documentary ...Duplicate a document template
Afin to use document templates in Jarvis, it is mandatory that you have previouslyaccess to the "Access to the Document Models menu". Duplicating a document template will save you time when tagging your documents. I'll be back 2 practical cases where ...Using a document template of type Document Folder
Once onceyour document templates of type "Document document" créé, you will be able to use them so that the tags set up on them merge with the information of yourcontact sheetsor yourfiles. To use a template of type Document folder: Go to a file ...Use a document template of type Client Document
Once your "Customer Document" document templates are created, you will be able to use them so that the tags placed on them merge with the information in your contact sheets. To use a Client Document model: Go to a meetingContact usPerson or ...Rename a document template
In order to use document templates in Jarvis, it is mandatory that you have previouslyaccess to the "Access to the Document Models menu". I'll be back Following theimporting a document into Jarvis, you need to rename a document template, follow the ...