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Tag Tree


The tag tree provides a quick look at the Tag structure of your template. 

The Tag Tree Pane



1. Click on the Tag Tree button in the AutoTag Tab of the MS Ribbon.

2. The Tag Tree pane (and mini Tag Editor Pane) will open.

3. The Tag editor (which is normally an interface that you access from double clicking on a tag, or from selecting via the MS Ribbon) is provided here for fine-turning or making changes to your tags. This is especially helpful if your tags are not acting as expected and you need to edit different tags quickly while navigating through your tree.


You can, of course, drag the sides of the panes to make them larger or smaller depending on your needs.


Using the Tag Tree

To explore the Tag Tree, take a look at these Sample templates (which are also shipped with your copy of AutoTag):

Smart Energy Template

Investment Factsheet Template


The Tag Tree pane

  • Tags are listed in the order that they are inserted unless they are nested tags.
    • Nested Tags will appear as expandable and collapsible nodes. 

  • Tags in the pane can be identified by their icon (a tiny version of the tag icon in the dropdown menu for inserting tags) and the nickname you give them.
  • When you rest the mouse on any Tree element, it will display the entire contents of the tag.
  • If you double click on any tag, it will take you to that tag in the document.
  • If you select a tag and delete it directly in Office, Autotag will not register that change (unless you refresh). If you copy a tag and then paste a copy elsewhere AutoTag does not notice that change (unless you refresh).
  • When you double click a tag in the Tag Tree pane, AutoTag will try to find that tag and highlight it. If the tag position has not changed, it will be successful. If the tag position has changed, the program will search for the tag.
    • If you are trying to highlight an end tag, it could go to a different end tag as they are all identical (as in, they contain not information). The only way to prevent this is to give each end tag a different nickname.
  • Make sure to click Refresh for updated data after any changes you make. 

NOTE: Tags move in the document when you edit the document above the tag. The location of each tag is saved as it is offset from the start of the document. So inserting/deleting text, rows, columns, etc changes the actual offset of all tags beyond that edit.

Save your tags as an XML File

If you need to have a saved XML version of your tags, click the Save menu item, enter a filename, and it will write out the tag structure to an XML file. The saved XML file is for your use only, AutoTag does not use the file.



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