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Naming conventions

Every placeholder must have a Title and a Tag. These properties are essential for identifying and mapping data correctly.

Follow these steps:

1. Open Content Control Properties​

  • Right-click on the content control
  • Select Properties

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2. Set Title and Tag​

  • In the Content Control Properties window:
    • Set the Title (for readability)
    • Set the Tag (used by the system for data mapping)
  • Click OK

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3. Configure Drop-Down List values (if applicable)​

  • For Drop-Down List Content Controls:
    • Add values using the Add button
    • Modify or remove items using Modify and Remove
  • Click OK to save changes

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💡 Best practices​

  • Use clear and consistent naming for Tags (e.g., customer_name, invoice_date)
  • Avoid spaces in Tags — use _ or camelCase
  • Keep Titles human-readable and Tags system-friendly
  • Do not leave Tags empty — this will break data mapping

⚠️ Important​

The Tag field is used by the system to insert data into the document.
If the Tag is missing or incorrect, the placeholder will not be populated.