Conditional tags can be stored locally in a Microsoft® Word document or centrally in your SmartDocs repository. Document-level tags are custom to the document that they are created and stored in. Repository-level tags can be shared across documents.
Document-level (custom) tags
- Are created and stored in a Microsoft Word document.
- Are document specific and are stored locally in your document.
- Can be shared using the Import from Document feature.
- Are always editable, so their name or highlight color can be changed at any time.
Repository-level (shared) tags
- Ensure your writers are using the same tags from document to document.
- Are created in a Microsoft Word document and then uploaded to your SmartDocs repository.
- Can be imported from your SmartDocs repository into a Microsoft Word document.
- Maintain a link to the SmartDocs repository they were imported from, so any change to the tags in the SmartDocs repository will trigger a Not Synchronized notification in documents using the repository-level tags.
- Can be locked (non-editable) or unlocked (editable). Locked tags maintain the same highlight color from document to document. Unlocked tags can have different highlight colors from document to document.
Best Practice
You should always create and reuse repository-level tags whenever possible. Repository-level tags will help prevent writers from accidentally recreating tags that already exist.
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