Edit Tags in your Document Template
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, see the Options and Parameters article.
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.
Edit Field Tags
To edit a Field tag, either:
- Double-click the tag, or
- Right-click over the tag and select Edit Tag, or
- Select the tag by clicking over it.
The tag highlights in grey (black highlight indicates the text is selected in Word, not in AutoTag). From the Tags menu, select Edit Tag:
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 while moving the cursor over the text. The selection highlights in black. Use Word's Edit menu to access editing functions. The contextual menu is not available when using Field tags.
Edit Text Tags
If you'd like more insight into a particular tag, you can view them as Text, which shows them in more detail.
- Double-click the tag, or
- Right-click the tag and select Edit Tag, or
- Select the tag by clicking while moving the cursor over the tag, just as you would normally select text using Word.
The tag highlights in grey (black highlight indicates the text is selected in Word, not in AutoTag). From the Tags menu, select Edit Tag.
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 while moving the cursor over the text. The selection highlights in black. You may use Word's Edit menu or the contextual menu menu to access editing functions.
