Quick Start: Run Autotag with the Default Profile

Tag your first view in under 5 minutes using the default HVAC profile.

Last updated: 2024-12-01

This guide gets you from zero to tagged view in under 5 minutes. You'll use the default profile to see Autotag in action, then learn how to customize for your needs.

Prerequisites
Autotag installed and activated. See Installation & Activation if needed.

The Default HVAC Profile

This profile ships with Autotag and is pre-configured for mechanical documentation:

  • Ducts, duct fittings, flex ducts
  • Duct accessories (dampers, VAV boxes)
  • Air terminals (diffusers, grilles, registers)
  • Mechanical equipment (AHUs, FCUs)
  • Pipes, pipe fittings, pipe accessories (for hydronic systems)

It uses standard Revit MEP tag families and applies sensible placement rules. No configuration required -just select it and run.

Tag Your First View

In any mechanical plan you'd normally tag for documentation:

1

Select the default profile

In the Bimrock ribbon → Profiles panel, select the Bimrock HVAC default profile in the Active Profile dropdown.

2

Run Create & Organize All Tags

In the Tagging panel, click Create & Organize All Tags. A confirmation dialog shows which profile will be used.

3

Confirm and wait

Click Continue. The Jobs panel opens and shows progress. Processing typically takes 10-30 seconds depending on view complexity.

4

Review results

When complete, your view shows tags on ducts, pipes, air terminals, and equipment -placed and arranged automatically.

What You Should See

  • Size tags on ducts (e.g., "24x12") and pipes (diameter)
  • Equipment tags with names or marks
  • Air terminal tags with CFM or other parameters
  • Tags positioned to avoid overlapping elements and each other
Missing Tags?
If a category has no tags, check that the corresponding tag family is loaded in your project. Autotag uses your project's tag families -it doesn't create them.

Next: Customize for Your Standards

The default profile is a starting point. To match your office standards:

  1. Duplicate the profile: In the Profiles panel, click Edit Active Profile, then Save As with a new name
  2. Adjust categories: Enable/disable categories based on what you actually tag
  3. Swap tag families (optional): Use your own tag families instead of the defaults
  4. Configure placement: Set tag position relative to elements, leader preferences, and overlap rules
  5. Save and reuse: Your custom profile appears in the dropdown for all future projects
Share with Your Team
Profiles are JSON files. Point everyone to a shared network folder using Manage Profiles Folder, and the whole team uses the same standards.

What's Next

  • Understanding Your First Results - Interpret what Autotag did and evaluate tag quality
  • Profiles, Tagging, and Arrange Ribbons - Learn the full left-to-right workflow
  • Batch Tagging Multiple Views - Process all plans for a floor or building at once