Autotext

The Report Writer Autotext feature allows you to save text, images, graphs, and tables from any Word document. That content can then be inserted into other Report Writer Word documents.

Examples of content that can be inserted using Autotext: market analysis sections, appraisal license scans, custom comp sheets, and report templates.

The Autotext feature can be accessed from the LightBox Ribbon in Word. 

Save Autotext

Any content in a Report Writer Word document can be saved as Autotext. The saved content can be categorized using tags and is made accessible to any user that connects to your database. 

1.Select the content you wish to save.	In this example, the text block in gray has been selected.
2. Click Save Autotext in the LightBox Ribbon.
3. In the Autotext Name field, give your content a descriptive name.
4. Folders contain tags. Select a folder to display the tags in that folder.	In the example above, the Default folder is selected.
5. In the Tags section, select as many tags as necessary. When you use the Insert Autotext tool, your content will appear under your tag selections. Optional: Click Manage Tags to open the Manage Autotext tool and create a new tag.
6. Click OK to finalize.

Manage Autotext

Click Manage Autotext from the LightBox Ribbon to manage your Autotext database entries and tags.

The Manage Autotext window has two major sections: Autotext and Tag.

The Autotext section contains all of your database entries, uncategorized.

You can select an entry from the Autotext section, and then select one or more tags in the right section of the window to recategorize the entries into those tags. Note that only tags in the currently-selected folder are displayed; click a folder name to display the tags in that folder.

Click Save Tag Association to save the changes.

The Tag section is on the right side of the modal; it allows you to add and delete tags. It also allows you to create and manage folders in which to place tags.

A.	Folders are an organizational tool used to contain tags. There are two folders in this example: Default and Folder 2. The Default folder, selected here, contains the tags in the Tag Name section below.
B.	A list of the tags in the currently-selected folder.
C.	After adding or deleting tags, click Refresh to refresh the view and reflect the change(s) made.
D.	Click Add to add a tag and/or folder. Folder Name: Select a folder in which to place the new tag or enter a title to create a new folder. Tag Name: Enter the name of the tag you wish to create. Click Add to create the folder and/or tag. Note: You cannot create a new folder without creating a tag to place in that folder.
E.	Click Delete to delete the currently-selected tag(s). You will be prompted to confirm the deletion. Click Yes to delete the tag(s).
F.	To move tags from one folder to another folder, select those tags and then click Edit Folder. The Edit Tag Folder modal opens. The tags selected are listed in the Tag Name section. Select the folder in which you would like to place them from the Folder Name drop-down menu above, then click Edit. A success message will appear and the modal will close. Click Refresh to see the change applied.
G.	Click Done to close the Manage Tags modal.

Insert Autotext

Place your cursor in the section of the document where you would like your content to appear, and left-click that area.
2. Click Insert Autotext in the LightBox Ribbon.
3. Select the Autotext entry you wish to insert from the list on the right side of the modal.	In the example above, the Picture Table Autotext entry has been selected.
Optionally, to make it easier to find an Autotext entry, select a folder and one or more tags. The Autotext Entries list on the right will then be filtered by those selections.
4. Optional: Click Preview in Doc to view how your Autotext will appear when inserted at the current mouse cursor location. The Autotext entry will open in a new, otherwise blank Word document.
6. Click Insert at Cursor to insert the Autotext entry into your document at the location of the cursor.