Installing SmartTags

You only need to install SmartTags once at your practice, as it is saved in the O:\ drive which is accessible from any Vision 3 machine.

Note - To install and run the SmartTags utility, you must be logged on to your network as a systems administrator.

Own Server only

To install SmartTags:

  1. Click here to download SmartTags3.exe.

  2. Save the SmartTags3.exe to O:\PROGRAM.

  3. Now, right click on the file and select Run as administrator:

The SmartTags utility is now installed.

Own and Managed Servers

You can open any existing SmartTags document and using Save As create a new document, or you can use our Blank version to get started, this makes the creation of your own templates much simpler.

To download the blank SmartTags example:

  1. Click here to download the simple Blank(SmartTags3x4) document.

  2. Save the document to P:\WORDPROC\TEMPLATE.

    Training Tip - To make templates with SmartTags easier to find, you may want to create a SmartTags folder within P:\WORDPROC\TEMPLATE and add the Blank(SmartTags3x4).doc and any SmartTags templates you create to that.

  3. From where you have saved Blank(SmartTags3x4).doc double click it to open.

  4. You may see the following:

    • A prompt to Enable Macros, select Yes.

    • A prompt to run P:\Wordproc\Template\MMRefer.txt, select Yes.

  5. You should now have a SmartTags option above your Word toolbar, if this does not display, select View - Macros - ShowTagsHelp.

  6. The SmartTags Helper screen displays:

You are now ready to start creating SmartTags templates for use in your practice.

Note – To print this topic select Print in the top right corner and follow the on-screen prompts.