Skip to main content
Windward

Editing Tags in Your Report Template

Overview

Tags are edited differently depending on if you are using Text or Field type tags, as set in AutoTag's options. By default, the tags are set to type Field, and in most cases non-programmers will work with them in this type. For more information on the differences in Field, Text or Content Control Tags select Options.

Special Note on Content Controls

AutoTag's default is Fields+. If tags are stored instead as Controls+, when you click a cell, it automatically selects the last content control.  All you have to do is press the right-arrow button, and the cursor will go to the next point.

Editing Field Tags

To edit a Field tag, either:

  1. Double-click the tag, or

  2. Right-click the tag and select Edit Tag, or

  3. Left-click to select the tag and click the Tag builder button

 

The Tag Editor Dialog displays, showing the tag's current settings. Edit the tag as needed and then click the Save Tag icon. The dialog closes and the updated tag displays in the template.

To make other edits to your template, select the text by clicking the left mouse button while moving the mouse over the text. Use Word's Edit menu to access editing functions.

Editing Text Tags

If you'd like more insight into a particular tag, you can view them as Text, which shows them in more detail. (For instructions on how to view tags as Text type, please see AutoTag Options.)

1. Double click on the tag, or

2. Right-click the tag and select Edit Tag, or

3. Left-click the tag and click the Tag Builder button

The Tag Editor Dialog displays, showing the tag's current settings. Edit the tag as needed and then click the Save Tag icon. The dialog closes and the updated tag displays in the template.

To make other edits to your template, select the text by clicking the left mouse button while moving the mouse over the text. You may use Word's Edit menu or the right mouse button menu to access editing functions.

  • Was this article helpful?