How Do I Add or Edit Smart Text?

Smart Text allows one auto-comment to have a wide variety of uses.

Add Smart Text to an Auto-Comment

1. Begin the process of adding an auto-comment (click here for instructions)
2. After giving your auto-comment a name and text, place your cursor where you would like the Smart Text to be inserted
   
3. Click the orange plus (+) above the text field to insert Smart Text
   
4. Choose your Smart Text word and click OK
   
   
5. Your Smart Text Word is now part of the auto-comment. Make any changes needed then click OK
   
   
6. After you've finished making changes, click Save T or File Save Template
   
   

Add a New Smart Text Words to Smart Text Library

If none of the existing Smart Text fits what you need, you can add your own.

1. In the top-level menu, click Template > All Smart Text to access your Smart Text library
   
2. To the right of the Smart Text Words list, click the orange plus (+)
   
3. Type in the new Smart Text Word and click OK
   
   
4. Your new Smart Text Word will start without Replacement Text. Read below to add new Replacement Text
5. After you've finished making changes, click Save T or File  Save Template
   
   

Change Smart Text in an Auto-Comment

To change the Smart Text that is already in an Auto-Comment, simply delete the current Smart Text and follow the directions above for adding new Smart Text to the Comment. 

Edit or Delete Smart Text Words from Smart Text Library

1. In the top-level menu, click Template > All Smart Text to access your Smart Text library
   
   
2. Find and click the Smart Text you would like to edit or delete
3. TO EDIT, click the wrench icon to the right of the Smart Text Words list. Edit the Smart Text and click OK
   
4. TO DELETE, click the red X icon to the right of the Smart Text Words list
   
5. After you've finished making changes, click Save T or File  Save Template
   
   

Add New Replacement Text to Smart Text

Start these steps with the Insert Smart Text window open (or when viewing the Smart Text Library).

1. Click to highlight the Smart Text Word you'd like to provide new Replacement Text for.
2. Click the orange plus (+) to the right of the Replacement Selectable Options list
   
3. Enter the Replacement Text and click OK
   
   
4. Repeat steps 2 - 3 until all the Replacement Text you want has been added
5. After you've finished making changes, click Save T or File  Save Template
   
   

Edit or Delete Replacement Text to Smart Text

Start these steps with the Insert Smart Text window open (or when viewing the Smart Text Library).

1. Click to highlight the Smart Text Word you'd like to delete or edit the Replacement Text for.
2. Click the Replacement Text you'd like to edit or delete
3. TO EDIT, click the wrench icon to the right of the Replacement Selectable Options list. Edit the Replacement Text and click OK
   
   
4. TO DELETE, click the red X icon to the right of the Replacement Selectable Options list
   
5. After you've finished making changes, click Save T or File  Save Template
   
   

Video: Report Writing Speed Tips

* Start video at 1:24:55 for Smart Text