Organizing AutoText

Completed

Organizing AutoText helps you group related templates into folders, which make them easier to locate and manage during reporting workflows.

AutoText organization model

Folders act as containers that help structure AutoText logically, for example by modality, anatomy, or report type.

Assigning AutoText to folders helps:

• Reduce search time during dictation
• Improve standardization across users or teams
• Support role-based or workflow-specific grouping

Where folders can be created

You can create and manage AutoText folders from two primary locations.

AutoText Manager

Ability to add, edit, and delete folders

AutoText Editor

Ability to assign an AutoText to a folder at the time of creation or modification

Note

Administrative users can create folders for individual users.

Procedural guidance

Create a folder in AutoText Manager

1. Open the AutoText Manager.
2. Select the folder icon .
3. Select Add.
4. Enter a clear, descriptive folder name, for example CT.
5. Select the check mark to save the folder.

Best practice

Use consistent and logical naming conventions.

Assign an AutoText from the AutoText Editor

To assign an AutoText to a folder:

1. Open the AutoText Editor with Settings displayed.
2. Select one or more of the folders that you created.

Note

You can assign only AutoText that you created to a folder. If you want to include an AutoText entry that a peer created, clone the AutoText, make any necessary modifications, and save it as your own AutoText. You can then add it to the desired folder in the AutoText Manager.

Access AutoText folders

From the AutoText Manager

Use the Folder/Section dropdown list to filter by one of the folders that you or another user created or by one of the sections that are available within a site.

From the Report Editor

Use the Folder/Section dropdown list from within the AutoText tool in the lower pane to filter by one of the folders that you or another user created or by one of the sections that are available within a site.

Note

The Folder list is available only if you select a user from the Owner dropdown list. The Section list is available only if you select a site from the Owner dropdown list. If neither is selected, this filter is unavailable.

Applied scenario

You created a personal folder that contains all of your templates and macros you use at Site A.

You open the AutoText pane in the lower pane of the Report Editor, select your name as the Owner, and filter by the Site A folder. You then locate and insert the appropriate AutoText without searching through unrelated templates.

This approach improves efficiency and supports a more consistent report structure.

Accessibility and usability notes

• Use clear and descriptive folder names to reduce ambiguity.
• Keep folder structures simple to avoid excessive navigation.
• Apply consistent naming conventions across folders and AutoText.
• Assign AutoText at creation to avoid rework later.
• Use folders that match your reporting workflow instead of administrative categories.