LEARNING CENTER

Check out our manuals, guides, samples, and other resources 

 

User Manuals

Tag (general use)

How to use the Account and Apps menus, take advantage of auto-update, use the Start Screen and the Samples app.

Scribe (smart content) app

How to define data, write templates, enter data and generate *.docx documents.

Step-by-Step Guides

Need some help? These step-by-step guides will lead you through some common tasks.
You can view the guides online or download as PDFs.

This guide demonstrates a quick way to create a new report. It uses the Basic report setup panel to generate some of the files, while other files are copied from a sample.

This guide shows how to create SEO script fragments that can improve a website’s visibility in search engines. It uses the schema.org SEO setup.

This guide shows how to import static content from a *.docx file and convert it into dynamic content.

This guide shows how to import data from a CSV file into a form. The CSV import is managed visually by dragging lines to map CSV columns to data fields.

This guide shows how you can merge data from similar data files into a single CSV. A CSV export wizard is then used to scan for similar data files, and save them all to a single CSV file.

This guide walks through the steps needed to convert a static legal contract into a dynamic contract. It inserts values gathered from a form and defines conditional logic.

This guide provides a working example of how to generate Open Graph metadata. Using Open Graph can improve a website’s visibility in social networks like Twitter and Facebook. This guide uses Open Graph sample files to create a form, then exports a copy of the data as Open Graph metadata which can be embedded within a website.

 

Samples

We want to make it as easy as possible to learn what nSymbol Tag can do. Why start from scratch when you can tweak a sample? Samples can be downloaded using the Samples app in nSymbol Tag. Here are a few examples of ready-made samples that you can find in the Samples app ...

  • Common utilities templates. This sample contains a collection of common utility templates like he-she and his-her. They can be used with the small included client.rng data setup file, or adapted to work with other data. See the Basic Report user guide on nsymbol.com for more.
  • Custom order template. This sample contains a simple data setup file for a product order along with a minimal summary report. It also contains a CSV containing customer survey results, which allows you to import data from one row and map CSV columns to data fields. See the CSV Import user guide on nsymbol.com for more.
  • Book series. This sample contains a simple data setup file for books along with a minimal summary report. It also contains data for four fictitious books, which allow you to export a CSV which merges data from all four books. See the CSV Export user guide on nsymbol.com for more.
  • Legal contract (product). This sample contains a simple data setup file for a legal contract related to a product sale. See the Create Contract user guide on nsymbol.com for more.
  • Member summary. This sample extends the Personal data one to showcase some key features in Tag. It uses multiple data setup files, predefined fields, shared utility templates and dynamic lists. Refer to the nsymbol.com blog for a detailed review of this sample.
  • Math quiz. A simple demo of conditional content. It uses a form to gather answers to 2 math questions and generates 3 different result documents reflecting the answers given (both correct, one correct and none correct).
  • Personal data. This sample gathers personal information about gym members (first/last name, birthdate, etc.) and generates a summary document that can be shared with each member.

 

Videos

This section lists a few videos that demonstrate how Tag works. More planned!

How to automate content

A quick tour through the basics: data setup, template editing, entering data and generating a *.docx file.

Adding logic to content

A review of how if and choose/when instructions are used to conditionally show content.

 

Public Resources

No more working in a bubble! Tag is designed to be compatible with well-known public resources and to connect you with open standards and models for your industry. Utilizing shared models keeps you up-to-date with best practices, and allows you to work seamlessly with a broader business community.

Some examples of notable public resources are listed below. 

 

Web search and online commerce:
--> schema.org is a knowledge graph that organizes much of the world as a browser sees it
--> Google knowledge graph is a very powerful tool, but you need to know what you’re looking for

Wikipedia knowledge graphs:
--> DBpedia has curated graphs representing knowledge extracted from Wikipedia
--> Wikidata is central storage for structured data used in Wikipedia and other sites

YAGO knowledge base:
--> YAGO is a large knowledge base about people, cities, countries, movies and organizations

babelnet.org:
--> BabelNet is a collection of synonyms and translations in various languages

Geographical:
--> GeoNames is a global geographical database containing over eleven million placenames

Music:
--> MusicBrainz is an open music encyclopedia that collects music metadata

Provenance metadata:
--> PROV is a data model describing the origins of digital assets  

KDnuggets open source knowledge graphs:
--> KDnuggets is a great list of public datasets for data mining

Linked open data cloud:
--> LOD Cloud is the largest knowledge graph collective on the planet, by far

Finance:
--> FIBO has things of interest in financial applications
--> FRO is about regulatory compliance

Medical:
--> FHIR has standards for electronic health records
--> ICD-10-CM contains the terms for the International Classification of Diseases
--> RxNorm is a model for clinical drugs
--> SNOMED contains medical and clinical terminology
--> OGMS is the Ontology for General Medical Science
--> MedDRA is for data entry, retrieval, analysis and display in the medical field
--> CPT is Current Procedural Terminology

Legal:
--> LKIF is a model of commonsense-based legal ontology

Insurance:
--> IRO is for Insurance Regulatory Reporting

 

Use cases

Bring these solutions (also found under the Benefits menu) to your team, or suggest one we can add for your industry. 
General: Invoice 

Automation of a simple invoice using dynamic customer and order data

Health care: Assessment 

Generation of complex reports for clinical mental health assessments

Legal: Bill of Sale 

How to automate the generation of a Bill of Sale contract for lawyers

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