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User Manuals

Last updated 2022-07-10

TAG (GENERAL USE)

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

SMART CONTENT

How to define data, write templates, enter data and generate *.docx documents.
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Step-by-Step Guides

Need some help? These step-by-step guides will lead you through your point-and-clicks.
You can view the guides online or download the 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

Check out the Did You Know? page to see a wide selection of how-to videos.

Subscribe to nSymbol on YouTube.

Did You Know?

There is so much that nSymbol Tag can do.
Discover what it can do for you.

Optical Recognition
Analyst

Create multiple pages. Don't forget to set links to your pages after creating them.

XProc Pipelines
Analyst

Create multiple pages. Don't forget to set links to your pages after creating them.

Document Generation
Analyst

Create multiple pages. Don't forget to set links to your pages after creating them.

Public Resources

No more working in a bubble! The Knowledge Graphs app is designed to be compatible with well-known public resources and to connect you with the programming standards and models of your industry in a point-and-click interface. Utilizing shared models keeps you up-to-date with your industry's best practices, and allows you to work seamlessly with your business community.

Some examples of notable public graphs/models are listed here. 

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 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

Be the hero!
Bring these solutions to your team, or create your own use case.

Medical Reports

Health Care Use Case

Tag can be used for document automation in the Health sector, to create many different kinds of documents. This use case describes how a psychologist can use Tag to automate complex client assessment reports.

Ease of Use

Tweaking the content of psychology samples

Creating personal templates from scratch

Integration of diagnostic blurbs of DSM-5

Time-savings

Other Use Cases

  • Legal
  • Education
  • Invoice

Psychological Assessment Report

Background
One of the jobs of psychologists is conducting psychological assessments for their clients. This involves interviewing the client and administering a series of tests. The tests provide a method to assess an individual’s cognitive abilities, academic achievement, behavior, personality, mental health, and several other domains. This assessment is the mental equivalent of a physical examination.

At the end of an assessment, a report is prepared. These reports can be complex and the content varies widely according to the client’s reason for referral, background history and test results.

The challenge is made bigger by the nature of some of the tests. For example, the WIAT-III (Wechsler Individual Achievement Test) alone has more than 150 data fields which can inform clinical judgment. Each assessment can include several tests of comparable complexity.

For experienced psychologists, the writing process involves some degree of copy/paste reuse from a personal collection of templates, text fragments, and even old client reports. Typically, the psychologist relies on memory to recognize patterns of scores that they have seen before, and then looks for previous templates and reports that discuss that pattern. If a relevant fragment is found in an old client report, care must be taken to update client name, he/she references, and so on. This process is familiar to many different professions.

Writing these reports is time consuming. For a comprehensive assessment, it can take more than 8 hours to produce a 20+ page report.

Capabilities

  • Dramatically save time for report-writing
  • Organize and reuse hundreds of small text fragments typically used in psychology reports
  • Eliminate copy/paste errors
  • Automate data entry where possible through the use of API calls from other psychology software
  • Integrate diagnostic blurbs from the DSM-5
  • Export client data for analyses

Take home message: With reports this complex, the time savings provided by Tag can be game-changing for the practice of psychological assessment. Turnaround time for reports is dramatically reduced for clients and referral agents. Or, better yet, the time saved in report-writing can be spent on case conceptualization and consideration of other issues relevant for the client.

Want to get started with medical reports? Contact us!

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