Autotag builds on Revit concepts you already know—views, categories, tag families—and adds a few of its own. Understanding these helps you predict and control what Autotag does.

Profiles

A profile is like a view template for tagging. It defines:

Which categories to tag (Ducts, Pipes, Equipment, etc.)
Which tag families to use per category
System type filters (e.g., only Supply Air ducts)
Placement rules (density, leader usage, overlap handling)

Every Tagging command uses the active profile. Changing the profile changes what gets tagged and how.

Default Profile

The "BimRock HVAC Designer (Default)" profile covers common HVAC categories out of the box. Use it as-is or duplicate it to create your office standard.

Scope

Scope determines which elements Autotag considers. It works like this:

No selection → tags all elements visible in the view that match the profile
With selection → tags only the selected elements (including linked elements if you've selected them)
Include Linked toggle → controls whether elements in linked models are tagged

Autotag respects your view's VG settings and crop region—elements hidden in the view won't be tagged.

Job Queue

Think of the job queue like Revit's print queue, but for tagging. When you run a Tagging command:

The job is added to the queue
The Jobs panel shows progress (view name, status, elapsed time)
You can continue working in Revit while the job runs
Multiple jobs queue up and process sequentially

You can cancel a running job or retry a failed one from the Jobs panel.

Tag Families

Autotag uses your project's loaded tag families—the same ones you'd use with Tag by Category. If a category doesn't have a tag family loaded, Autotag skips those elements.

Bimrock Tag Families

For Bimrock internal profiles, Autotag can optionally load optimized tag families automatically. You'll be prompted the first time you run with a Bimrock profile.

Overlap Rules

When elements are close together, Autotag uses your profile's overlap rules to handle tag collisions:

Move: Shift tags to avoid overlaps
Leader: Add a leader line to move the tag away
Skip: Don't tag elements that would cause overlaps
Stack: Group nearby tags vertically

You can fine-tune these in the Profile Editor to match your documentation standards.

Server Connection

Autotag connects to Bimrock servers for license validation and to process certain operations. An internet connection is required for initial activation; after that, Autotag can work offline for short periods.