Open the SMARText Manager by going to Docutainers > SMARText Items (or press F10).

Click the Create New button (green +).

Choose the item type and click Create.

Use the SMARText Designer to assign a Shortcut, Description, Keywords, and a Display Header. Click Save.

To edit a SMARText item select the item in the SMARText Items Manager, then click the Edit button. This will bring up the SMARText Designer.

A user can also duplicate SMARText items to edit them without modifying the original item. To do this, right-click an existing SMARText item in the manager and click Duplicate. This item will have a green triangle and a yellow triangle SMARText Item. The yellow item is now user created and may be edited, allowing the originally SOAPware created item to remain the same and have the ability to be updated when needed.