Document templates: How to customize them using HTML tags?

From the document templates, Digiforma gives you the possibility of inserting HTML tags or markers... but what are they exactly?

Elise Tarter avatar
Written by Elise Tarter
Updated over a week ago

Document customization is one of the most interesting features that Digiforma offers, among other things, it allows you to automate administrative management and save an enormous amount of time. The software allows you to customise your document templates from the Account > Document Templates tab ; As with any text editor, you can write, add tables, add photos, etc. The novelty is that Digiforma also offers you the use of HTML tags to retrieve the information from the different sessions.

What is an HTML tag?

HTML tags are the small texts or words in purple that we find to the right of the document models and that we can drag and add to the documents. They represent different pieces of information you entered in the session as well as to your learner's files and your organisation's profile and allow you to integrate it directly into your document.

This way, you won't have to update documents specifically for each training session 😉

What are the different tags available?

There are several dozen markers available in each document template. They change depending on the template you're looking at and on the information you need for each of the documents. They are ordered into different categories based on the various parts of the training session:

  • Company: they retrieve information related to the client's company.

  • Client: they recover information related to the client, whether individual or company.

  • Funding body: they recover the information in the event that there are external financiers.

  • Trainer: Retrieve information related to the teacher of each session.

  • Schedule – These tags retrieve the schedule information linked to the session.

  • Learner: retrieve information related to the student.

  • Organisation : they retrieve the information from the organizing entity (the center that provides the training).

You will find classic tags such as the name of the company, the internal code of the learner, the start and end date of training for example

You can also select tags that will specifically concern the customer. This will be useful if several of your learners are registered for the same training but do not participate in the same modules.

Indeed, if you select the “dates” tag the software will search for the overall dates of the session. On the other hand, if in the document template, you use the "client dates" tag then the software will only search for the dates of the modules for which the client has registered its learners.

You can find a tag more easily by using the search bar 👇

Conditional tags

There are also conditional tags (blue tags at the very bottom of the tag list) as you see here 👇

These are to be used in pairs with the HTML tags ending in a "?" Here is an example:

  • If my client is a company, then the document will indicate the first and last name of the legal representative.

  • If the If is not respected, then the information will not appear on the document.

⚠️ Please note, conditional tags only work with tags that end with a question mark!

For more details regarding conditional markers, we suggest reading ➡️ this article !

Tables and lists

Some markers are generated in table form. These tags cannot be modified, and the information they generate is fixed as well. You will find, for example, the label "Cost table," "date table," etc.

Likewise, "list" tags provide a list of items (e.g. costs, dates, etc.).

QR codes

The tags “QR code: personal URL to log into the Training portal” and “QR code: URL to log into the Training portal” can also be integrated into your Course Start Notice templates:

Here is an example of what the finished document will look like:

To learn more...

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