- Select Word Document: Open your document in Microsoft Word as a .DOCX file. If you are unsure of the document type, look for the file extension .DOCX proceeding the document name (i.e., Marketing Services Agreement.docx).
2.Add Field Tags Note: Tagging Templates (Before uploading your templates, you will need to add field tags to your documents. This allows information captured in the interview to export into the correct locations.)
3.Using Field Tags:
- Anywhere a person would normally fill out information, add a meaningful title set with dollar sign, curly bracket, text an curly bracket ${Title Set}.
- For example, where you would normally fill in today's date, we have added the tag ${date-curr}.
- It does not matter what the tag is called as long as it is meaningful to you.
- Avoid using periods inside tildes and opt for hyphens or underscores instead. For example, use ${date-curr} and NOT ${date.curr}.
- Be sure to use the same field tag within your template. If you have multiple templates, be sure to use the same field tags also. This will allow users to input repeating information just once in the interview and export to all of your templates.
4. Finish: Tagging all your documents ,save it as a .DOCX file.
