DataPublisher for Word · May 2026
Each tab in the app has a dedicated set of guides. Find the tab you're working in, then choose the guide format that matches what you need:
| Format | What it is | Best for |
|---|---|---|
| Tour | Narrative walkthrough of all features | First-time users; understanding what's there |
| 5-Min Start | Hands-on exercises to get a real result fast | New users who learn by doing |
| Quick Ref | Single-page cheat sheet with syntax and tables | Users who know the feature, need a reminder |
| Full Guide | Complete reference — all sub-tabs, all options | Deep learning; looking something up |
| Visual Guide | ASCII diagrams of structure, data flows, and layouts | Visual learners; architects; onboarding |
| Document | Format | What's in it |
|---|---|---|
| HOME_TAB_TOUR.md | Tour | Sign-in, account management, subscription plans, data backup |
| HOME_TAB_QUICK_REF.md | Quick Ref | Auth actions, after-login sections, subscription plans table |
The Data Tab is where you bring data into the app, manage files, connect live sources, and build placeholder logic for your templates.
| Document | Format | What's in it |
|---|---|---|
| DATA_TAB_5MIN_START.md | 5-Min Start | Upload a CSV, insert placeholders, generate first document |
| DATA_TAB_QUICK_REF.md | Quick Ref | 7-subtab overview, placeholder syntax, Builder sub-tab breakdown |
| DATA_TAB_GUIDE.md | Full Guide | All sub-tabs: Files, Sources, Import, Media, Tables, Data Sets, Builder |
| DATA_TAB_VISUAL_GUIDE.md | Visual Guide | Tab structure, data flow diagram, placeholder decision tree, layout diagrams |
The Actions Tab is where documents get generated and distributed — merges, email campaigns, e-signatures, and DataRequests.
| Document | Format | What's in it |
|---|---|---|
| ACTIONS_TAB_5MIN_START.md | 5-Min Start | First merge, first email campaign, first conditional block |
| ACTIONS_TAB_QUICK_REF.md | Quick Ref | Merge checklist, data flow options, most-used functions, email config |
| ACTIONS_TAB_GUIDE.md | Full Guide | All sub-tabs: Merge, E-Signatures, DataRequest, Email Campaigns, Analytics, Config |
| ACTIONS_TAB_VISUAL_GUIDE.md | Visual Guide | Merge pipeline, e-sign flow, DataRequest lifecycle, email campaign flow, function map |
The Samples Tab includes both the sample project library and the built-in User Guides for the entire product.
| Document | Format | What's in it |
|---|---|---|
| SAMPLES_TAB_TOUR.md | Tour | Sample library structure, how to run a sample, My Samples, 3-day learning path |
| SAMPLES_TAB_QUICK_REF.md | Quick Ref | Filter categories, how-to steps, good first samples, User Guides sub-tab |
Use the Quick Ref files — one page each, scannable tables and examples. If you can't find it there, check the relevant Full Guide.
| I need to know how to... | Go here |
|---|---|
| Upload a CSV | DATA_TAB_QUICK_REF.md |
| Insert a placeholder | DATA_TAB_5MIN_START.md |
| Use ForEach loops | ACTIONS_TAB_VISUAL_GUIDE.md |
| Add a post-processing function | ACTIONS_TAB_QUICK_REF.md |
| Write a conditional block | ACTIONS_TAB_VISUAL_GUIDE.md |
| Set up Flow Columns layout | ACTIONS_TAB_GUIDE.md |
| Connect Google Sheets | DATA_TAB_GUIDE.md |
| Send a test email | ACTIONS_TAB_5MIN_START.md |
| Get a document e-signed | ACTIONS_TAB_GUIDE.md |
| Set up a DataRequest form | ACTIONS_TAB_GUIDE.md |
| Insert an image by field | DATA_TAB_VISUAL_GUIDE.md |
| Use a Domain Template | DATA_TAB_QUICK_REF.md (Data Sets → Domain Template Catalog) |
| Back up my account data | HOME_TAB_TOUR.md |
| Run a sample project | SAMPLES_TAB_TOUR.md |
| Find built-in help guides | SAMPLES_TAB_QUICK_REF.md (User Guides sub-tab) |
docs/user-guides/
│
├── README.md ← This file
│
├── HOME_TAB_TOUR.md
├── HOME_TAB_QUICK_REF.md
│
├── DATA_TAB_5MIN_START.md
├── DATA_TAB_QUICK_REF.md
├── DATA_TAB_GUIDE.md
├── DATA_TAB_VISUAL_GUIDE.md
│
├── ACTIONS_TAB_5MIN_START.md
├── ACTIONS_TAB_QUICK_REF.md
├── ACTIONS_TAB_GUIDE.md
├── ACTIONS_TAB_VISUAL_GUIDE.md
│
├── SAMPLES_TAB_TOUR.md
└── SAMPLES_TAB_QUICK_REF.md