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    Nintex Knowledge Base

    Tagging templates

    Status: Pending Clean Up

    TOPIC
    How to add tags to templates
    INSTRUCTIONS

    To tag a Microsoft Word or Microsoft PowerPoint template

    1. Open the Nintex Document Tagger: In the Document Generation action, select the template you want and then click Tag document.

    2. In the template, place your cursor where you want the tag to appear.

    3. Do one of the following to add the tag to the template

    • To insert a tag: In the Nintex Document Tagger, select the tag you want.
      The tag is inserted where the cursor was positioned in the document.

    • To copy a tag: In the Nintex Document Tagger, to the right of the tag, click the icon  and then click Copy.The tag is copied to your clipboard and appears where you paste it
       

    To tag a Microsoft Excel template

    1. Open the Nintex Document Tagger: In the Document Generation action, select the template you want and then click Tag document.

    2. In the template, select the cell or range of cells that you want to tag.

    3. In the Nintex Document Tagger, select the tag you want. The tag is copied to your clipboard.

    4. Paste the copied tag into the Name Box field in Microsoft Excel.

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