Tagging Report Content - Preparing to Tag
There are two settings that can affect how tags are placed in the document. The settings can be reviewed and changed in the Insert Object(s) split button in the Home ribbon as indicated below:
Creating new content or tagging existing content only
This determines how Report Authority behaves if a tag is applied to an empty part of the document.
Create new content
When enabled – the taxonomy can be used to create report content. This is the default mode when creating a new blank document and is relevant when using Report Authority as a report writer.
For example. If a monetary object is selected in the Primary Tags or Automation panel and the report selection covers many empty table cells, if the Insert Object command is triggered - new objects will be placed into all table cells, including empty table cells.
Tag existing content only
When enabled, Report Authority will never add content to the report, such as adding items to blank table cells. This is the default mode when you create a new report by importing an existing Word document as is often the case when using Report Authority as a conversion tool.
For example. If a monetary object is selected in the Primary Tags or Automation panel and the report selection covers many empty table cells, if the Insert Object command is triggered - new objects will only be placed in cells that contain content - all empty cells will remain empty.
Tagging in tables with or without a note column
You can use the taxonomy to create report content (described in subsequent articles). This includes dragging the tag into the leftmost column which will add the label's text into the cell, and create tagged data objects for both current and prior period.
Furthermore, Report Authority can attempt to automatically tag content in tables.
In order to do this correctly, Report Authority needs to know if the table contains a note column which it should skip over.