Tag User Manual

Tag is a desktop program that runs on Windows and Mac computers. After installation, it can be run using desktop shortcuts, start menu, taskbar, dock or any other way that you run desktop programs.

During installation an account is created for you. Options to manage your account are discussed in the next section which explains the Account Menu.

The first time it is run, Tag will display the Start Screen which is discussed further below. After the Start Screen is closed, Tag's window looks like the following screenshot. Note that the Smart Content app shown below is the default app. More information is in the Smart Content user manuals.

Account Menu

The Account Menu is in the top-right area of Tag as shown below. It uses your first and last name as a label. This is where global settings are managed.

Shows Account menu on main header panel that has user name as a label

The menu items are as follows.

Manage your account

The Manage your account menu item opens an overlay panel (meaning it displays over the current window content and does not replace it) that supports account management functions.

Account management overlay panel

You can change your password here and review your current subscription.

Use the shopping cart menu to upgrade your subscription, which will open a web browser on our secure billing portal. You can purchase monthly or annual Individual subscriptions this way if you currently have the free Tag Community subscription.

If you already have an Individual subscription, the billing portal will allow you to change billing information attached to your account. In this case, the icon will change from shopping cart to cash register.

Note that we do not store your billing information or credit card numbers in our system. Instead, we rely on our billing partner Chargebee. Follow this link to find out more about security and compliance at Chargebee.

Manage preferences

The Manage preferences menu item opens an overlay panel that supports user preferences.

Manage preferences panel

This panel lets you specify startup preferences. Favorite folders are used in several apps and can often change as you work on different tasks. As a result, this is a preference you may want to change regularly. Favorite folders are discussed further in the Samples App section below.

The Start Screen includes some setup panels that can be real time savers. It may be useful to have it always display at startup. Use the Show Start Screen at startup checkbox to manage the Start Screen.

There are also some Technical support preferences that are seldom used. These can be ignored unless specifically requested by technical support during problem resolution.

Sign out and exit

Select this option to exit Tag completely. The next time you start the program you will have to login again. Always use this option if there are other users sharing your logged-in desktop session.

If other users login to their own desktop sessions (i.e., they have their own Windows or Mac accounts on the same computer), you can all use the remember me function described next.

Exit and remember me

Select this option to exit Tag and skip login on next startup. Every so often you will have to login again (to ensure it is still you), however this is generally a big time saver.

Note that this feature does not extend to other devices. You will have to login to each device at least once.

About Tag

The About Tag menu item shows an overlay panel that displays the current version number and copyright info.

Auto Update

Right next to the Account menu is a green dot that reflects server health. In the rare case that the server is not communicating properly, this dot will turn red.

Right next to the server health icon is an auto update notification icon. Most of the time it is invisible. The following screenshot shows what it looks like when visible.

Shows down arrow icon that appears on toolbar when a new update is available

During startup, Tag automatically checks for updates. If one is found, it is downloaded in the background while you work.

When the download is complete, the down arrow icon will appear indicating that the update is ready to install. All you have to do is exit Tag and restart, and the update's installer will run automatically.

Apps Menu

The Apps Menu is to the left of the Account Menu. It has an icon with three horizontal lines as shown below.

Shows App menu on main header panel that looks like a hamburger

All available apps are listed in this menu. The current app is highlighted in bold. Selecting an app will replace the window's content with whatever is needed for that app.

The Smart Content user manual provides more information on that app. The Samples App is discussed more below.

The Start Screen can always be opened using this menu.

The Feedback item currently opens a browser on our website's contact form. This will likely change in a future release.

Start Screen

As explained earlier, the Start Screen can be displayed automatically during startup, or at any time using the Apps Menu.

Start Screen overlay panel

The main purpose of the Start Screen is to save you clicks during common tasks. It is organized using setup panels that are selected using the dropdown list in the top-left corner of the Start Screen. Setup panels are discussed individually below.

The Enter a code textbox is used to distribute private sample files. This is useful if the files contain sensitive information related to your organization and/or profession. You can request a private sample for your needs (at no cost) by contacting technical support and providing a zip file. Then you can share the private sample code with your team members or other interested parties to save them clicks during the setup process.

A few links are provided on the Start Screen to additional resources on our website. You can also change your preference for showing the Start Screen at startup.

Basic report setup panel

The Basic report setup panel creates a new report that is ready for editing. It imports a simple data setup file that contains name and gender information. It also imports some common templates like he-she, his-her and Client name.

Basic report setup panel

There are optional sections available to demonstrate headers/footers and a dynamic table.

If you accept current defaults, all you have to do is click Create report... which prompts you for a folder where all copied files will go. The Forms screen in the Smart Content app will then display that folder with a sample data file already selected.

Basic report generation page

Since there is already some sample data entered, you can click the magic wand tool and generate a *.docx file right away.

Basic report word processing document (page 1)

The generated word processing document is ready for manual editing. That's after just two clicks.

You can then delete the how-to content and keep whatever formatting you want using the Templates screen in the Smart Content app. There are also different headers/footers for page 1 and all other pages that can be customized there.

Note that it is a best practice to rename the *.docx file before manually editing. This prevents the unintentional overwrite (e.g., by clicking the wand again) of a file that has been manually changed.

You will likely want to gather more data. Using the Setup screen in the Smart Content app, add more data fields to describe the report you want to write. These fields will display in automatically generated forms where you can enter data. They can also be used in templates to insert content or drive conditional logic.

More information on data fields is in the Data Setup user manual.

Note that a step-by-step guide is available that walks through most of the above steps with a bit more detail.

schema.org SEO setup panel

The schema.org SEO setup panel creates scripts that contain Search Engine Optimization (SEO) data for websites. These scripts can improve the placement and presentation of your website in web searches.

schema.org SEO setup panel

This panel is structured around the schema.org vocabulary. To begin you must select a category as shown above. Categories correspond to top-level schema.org classes from which all other classes inherit.

schema.org SEO setup - organization classes

After selecting a category, all contained classes are displayed on the right. Use checkboxes to select which classes to copy. When you click Copy files... you are prompted for a folder to copy into.

Next select the properties that you want to capture. This is done using a wizard as shown below, where there is one panel for each class selected.

schema.org SEO setup - property selection wizard

When the wizard is completed, the Forms screen is opened on a sample data file. A form tab is provided for each class selected - you must view each form to enter data for the SEO script.

When all forms are ready, use the Export SEO script or linked data... menu items as shown below to open another wizard.

schema.org SEO setup - generation page

The Export linked data wizard generates script using the JSON-LD format. One of the more common uses for these scripts is to communicate SEO data about your website. If you accept the default setting on the first page, all you need to do is specify a file name for the exported script.

schema.org SEO setup - export script wizard

If you elect to export using a common namespace root, the next page allows you to enter a namespace root to use instead of "https://schema.org/".

The exported script looks like the following.

schema.org SEO setup - exported script

One of the files generated was a simple report that references the properties you selected earlier. This report is how the automatically generated forms know what fields you are interested in.

schema.org SEO setup - report

If you find this report useful, you can add more content and improve the layout as needed.

Note that a step-by-step guide is available that walks through most of the above steps with a few more screenshots.

File Tree

The file tree is used by all apps that work with your local files. It is found on the left side of the Smart Content and Samples app as shown below.

Samples app after selecting a folder to copy files into

Favorite folders provide quick access to your files. They are created or removed in the file tree by selecting or un-selecting the star icon next to each folder's name. They cannot be nested. After creating a favorite folder, you can select it using the Favorites dropdown above the file tree to reduce screen clutter as shown below.

File-level functions related to the current app are listed below the file tree. You can refresh the tree, add or remove files & folders, search and import/copy files from samples.

Samples App

The Samples app is used to share files. For now it only contains samples that we maintain as part of Tag, however in a future release this will change to a repository that accepts user uploads.

You can open the Samples app using the Apps Menu.

The first step is to chose a folder to copy files into. Use the file tree to select or create a folder to work with. After making that folder a favorite and selecting it, the screen looks like this.

Samples app about to select a sample to copy from

Use the "(select a sample)" menu to display one of the available samples.

The Add more... button works like the Start Screen Enter a code textbox described above. If you enter a code provided by us, additional samples will appear in the list you can select from.

When the samples files are displayed, use checkboxes to select which files you want to copy. Note that there are hidden dependencies between some of the files, and unless you are sure it is safest to select all files for most of the samples. The schema.org samples are different as discussed below.

Samples app selecting files to copy

When the files you want are selected, you only need to click the big arrow icon. We recommend keeping the Convert ownership checkbox selected to indicate that the files you intend to work with (your local copies) are clearly owned by you and your account.

What this feature really does is change the namespace of any data setup files copied to include your unique account name. Refer to the Data Setup user manual for more information about data setup files.

Sample data setup files usually have namespace URIs that start with this:


For example, the personal information sample for gym members uses this URI:


All Tag users have a default personal namespace URI and have control over all URIs that start with it. For example:


If you select Convert ownership when copying samples (recommended), all namespace URIs will be renamed to use your personal URI. For example, the member URI from above would become:


After the files have been copied, select one of them and click the pencil tool if available (it will not be available for images and some other file types). This will take you to the Smart Content app and display that file, ready for your customization.