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
Filters (system type, element type, direction, minimum length, and more)
Placement rules (density, leader usage, overlap handling)

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

Default Profiles

Bimrock ships default profiles for HVAC and Plumbing that cover common MEP categories out of the box. Use them as-is or duplicate 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

When using Bimrock internal profiles, Autotag detects missing tag families and offers to load optimized versions automatically. This ensures you have the right tags for each MEP category.

Overlap Avoidance

Autotag positions tags to avoid overlapping important elements. In the Profile Editor, you select which categories tags should avoid:

Choose categories that tags should not overlap (equipment, fixtures, etc.)
Tags reposition or use leaders to maintain clearance from those elements
Adjust settings per profile 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.