Who is this article for?

Users who want to troubleshoot common issues in Word Tags.

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Word tags are used to display specific information from Q-Pulse document records, such as document number, document title, and document owner, within attached Word documents. To add these tags to your Word documents, you need to install the Q-Pulse Word plugin. This article explains how to add Word tags to a document and addresses common issues related to Word tags.

1. Creating Word tags in a Word document

1. Open the document in Word.
2. Decide where you want to add the tags in the document.

3. Click the Q-Pulse Office Tags option in the Q-Pulse section of Word.

   

4. Select the tags you want to add using the Q-Pulse Office Tags button.

5. For example, here we have added document number, status, and owner tags in the document as shown below.

   

6. Save the document.
7. Upload the document to the Q-Pulse document record.

8. Save the document record.

   

9. After saving, open the attached document in Q-Pulse.

10. The document will display the information from the record as shown below.

    

2. Common issues with Q-Pulse Word tags

Sometimes, Q-Pulse Word tags may not work as expected. This could be because the tags were not added correctly. To resolve this, check how the tags have been inserted.

1. Open the document and review where and how the tags have been added.
2. Verify that the tag added corresponds correctly to the field in the Q-Pulse record.

For example, if you have added a tag to show the document number, the tag should contain the correct wording as shown below. 

<QPulse_DocNumber> 
If the wording for "Document number" is different, the tag may not display the correct information.

3. If users report that the tags are not working properly, check how the tags have been added.
4. Try removing and adding the tags again in the document to see if they update correctly.
5. Ensure the tags added match fields in the document record. If the document record does not have a matching field, the tags will not display as expected.
6. Sometimes, document tags might not load or save properly. To fix this, save the document again and upload it to Q-Pulse to ensure it works as intended.

Occasionally, Q-Pulse tags may work properly in the Windows client but not in the web client. If this happens, copy the content into a new document, add the Q-Pulse tags again, save the document, and then upload it to the web client to check if it displays correctly.