Once a pod has been created, you need to load the Pod to make it available to use in your document templates.
Working with Pods involves the following three main tasks:
After you've created a pod, you must load it so you or others can use it.
Step 1 - Open a New Document
Open a new document or document template. Click the Load Pods icon under the Blueprint Manager tab:
You have two options:
- Adding a local Pod is just for this individual report. You are the only person who will be able to use this pod.
- Adding a global Pod is for every document you open. It is added to AutoTag itself so you and anyone else using AutoTag can access that Pod.
Global is a list of POD files (including directories) where those files are read and the PODs listed in the POD pane for every document template.
Local is files read/displayed only for the document templates that have those filenames attached.
In this example, you will add a local Pod.
Step 2 - Open the Add Local Window
Once Add local is selected, a window with any available Pods is displayed:
Select the Pod you just created. In this example, it is the NorthwindDatasource Pod.
Step 3 - Verify that the Pod has been Added
Click the Pod Bin icon:
Your Pod now appears in the Pod Bin: