Tagging Your Documents

Now that your document is loaded into Quotevine it's time to start tagging fields to populate data.

Adding a Tag

To add a tag, simply click the Add Tag button.

Open

To reposition your tag, highlight it and use the mouse to drag it into position.

Place your tag where you would like that data to populate, and move to the next one. 

Open

Adding a Tag

Formatting Tags

You can edit the format of any tags that are added onto documents using the buttons highlighted below:

Open

To align text, highlight the tags you require by holding Shift and clicking on the required tags, and use the Align Left or Align Top buttons. 

You can make any tag you have selected Bold, Italic, or Underlined, and edit the Font Size or Colour by using the appropriate buttons. You can change the Font colour by clicking on the bar shown below, or by typing in the Hex Code.

Deleting a Tag

To delete a tag, highlight it and click Delete Selected Tags, where you will then be prompted to confirm your decision.

Open

The save button on this Toolbar saves any changes made to the document. 

E-Sign Tags

All e-sign tags need a height and a width to populate on the document. To do this, select your tag and enter the required height and width. 

Adding a URL to your Document

The URL box is used to attach a hyperlink to tag. To do this, you will need to highlight the tag and go to the URL bar, in this case I have decided to place the the text >>Click Here<< populate as a place to mark the link. If you wanted the link to populate over something hard coded into your document however, you can add spaces and then use the pipe symbol (the vertical bar) and then the required URL. 

Once saved it will show the text chosen (if any) and a hyperlink will be placed on this.

Adding a QV Apply link to a Document

If you are using QV Apply to collect your customers information, it is possible to add a link to your QV Apply site onto documents. This will allow customers to submit their personal and financial information directly from a quotation document.

To utilise this, follow the above steps on adding a URL to a document, however ensure you use the tag cust_online_proposal_link

You do not need to enter a URL into the URL bar, simply add any text you would like to appear for the customer to follow the link.

Previewing Tags

If you want to check the alignment of your tags and see the data pulling through as it would when in use you can click on the dropdown in the Preview Document Pane.

This will open up a new tab with a searchable list so you can find a specific order/proposal to test the document with.

Select your proposal/order and you will be taken back to the document builder.

If you click refresh the document will refresh and show the data where it would populate.

Open