Tag General Use Manual

Index Updated 2022-07-08

ACCOUNT MENU

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


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.  

APPS MENU

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

START SCREEN

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

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. Favorite folders provide quick access to your files.
READ MORE -->

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.
READ MORE -->

Account Menu

Account Menu - View in Action

Account Menu

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

-->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. 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.

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

--> 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 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

Auto Update - View in Action

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.

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

Apps Menu - View in Action

Apps Menu

The Apps Menu is to the left of the Account Menu. It has an icon with three horizontal lines. 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. Current apps available for use include:

--> Smart Content
--> Samples
--> Start Screen
--> Feedback

The Feedback item currently opens a browser on our website's contact form.


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