Invalid Tags

How to check all the tags are correctly placed in your document template

You might come across the following error message within your source table: "This document contains invalid tags," as shown in the image below. The good news is that resolving this issue is a straightforward task!

In this article, you will learn how to:

1. Check if you have invalid tags in your document

2. Fix Invalid Tags error message

Check if you have invalid tags in your document

To check you have placed all tags correctly in your document, you can click the refresh button in the top right of the source table, here:

This will update the source connection at the same time as checking the document template to see if it can find any invalid tags. Invalid tags could be because:

• the tag has been remocved from the source table

• The tag has changed name

• The tag has been edited inside the document

Fix Invalid Tags error message

This issue may stem from a variety of causes:

• Tag fields containing extra spaces

• Utilization of special characters

• Irregularities in tag formatting

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Follow these steps to resolve the problem:

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Step 1: Remove all tags from the template, refresh your source table, and then reinsert the tags.

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Step 2: When reinserting the tags, ensure they are copied and pasted without any formatting. On Mac, use 'cmd + shift + v'; on Windows, use 'ctrl + shift + v'.

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Step 3: Review your source document. For each tag identified as invalid by Portant, check for any extra spaces within them.

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Step 4: Consider using custom tags for problematic fields to avoid the need to search for the corresponding questions in the form. To learn more about adding custom tags, please refer to this article.

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Upon successful resolution, refreshing your source table will display the message: 'All inserted document tags are valid,' as illustrated in the image below:

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Feedback and feature suggestions

We created Portant in 2021, and the feedback we have received since then has been very helpful and greatly appreciated. If you have any feedback, please feel free to send us an email at [email protected]

Thanks,

Blake and James

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