Feature Overview

The Instruction Tagging feature enables Content Editors and Proposal Managers to identify, classify, and manage instructional content within documents.

Instruction tags help distinguish prompts, labels, guidance text, and other non-question content during document markup, answering workflows, and export processing. You can apply Instruction tags manually or allow the system to automatically identify instructional content when the document loads.

Use this feature to:

• Identify instructional content separately from Questions and Answers.

• Improve document structure and metadata accuracy.

• Provide additional context and guidance during answering workflows.

• Simplify export mapping and downstream document processing.

Supported tagging methods

Automatically identify Instruction content

When a document opens, the system performs a background scan to identify potential instructional content automatically.

The identification engine prioritizes:

• Content within the same section

• Related table structures

• Left-hand table columns

• Text formatting patterns such as:

  • Bold labels

  • Text ending with a colon

  • Structured prompts such as Name: or Address:

Automatically identified content:

• Is highlighted in purple

• Displays the L badge

• Persists in the Draft state

• Updates the Instruction count in the sidebar

Review automatically tagged content

You can review and adjust automatically identified Instruction tags after document loading.

To remove an tagged content:

1. Hover the cursor on badge associated with the content.

2. Click the trash icon.

To revert bulk automatic tagging actions, use the available Undo option.

Manually apply an Instruction tag

1. After document loading, switch to Free Form mode.

2. Select text, a table cell, or a table row. You can apply Instruction tags to individual words, sentences or paragraphs, entire table rows or specific table cells

3. In the floating markup toolbar, click the Instruction icon.

   Alternatively, press ALT + L.

The selected content is highlighted and displays an L badge. If you apply an Instruction tag to already tagged content, the new tag replaces the previous tag.