Manage AutoText folders

AutoText folders enable users and administrators to create and manage folders to organize AutoText for easier management and discovery.

You can access AutoText folders from the AutoText Editor while creating or editing AutoText, or from the Report Editor while reporting.

Create an AutoText folder

You can create folders directly from the AutoText Manager or while editing an AutoText.

1. Open AutoText Manager.
2. Select the Folder icon  to open the Folders dialog box.
3. Select Add.
4. Enter a name for the new folder, then select the Checkmark icon  to save.

After the folder is created, you can edit its contents or discard the folder if needed. 5. Select Close to exit the Folders dialog box.

Create a folder while editing an AutoText

You can also create and assign folders while creating or editing an AutoText:

1. Open the AutoText Editor and expand Settings.
2. Select the Folder icon .
3. Select Add to create a new folder.
4. Use the dropdown list to select one or more folders where the AutoText should be added.

Assign an AutoText to a folder

AutoText can be assigned to one or more folders during creation or editing.

To assign an AutoText to a folder:

1. Open the AutoText Editor and expand Settings.

2. Select one or more folders from the folder list.

3. Save the AutoText.

   Once saved, the AutoText is associated with the selected folder(s) and appears in those locations within AutoText Manager.

   Note

   You can only assign personal AutoText to folders.