To quickly get started with Smart Annotation:

1. Open your Revit project.

2. Click on the Smart Annotation icon in the Add-Ins tab.

3. Open a view to annotate.

4. Open the Settings panel by clicking the Settings button in the Smart Annotation ribbon.

5. Create a new template or choose an existing one.

6. To create a new template, click New Setting in the Settings panel and configure categories, tag families, and placement rules.

7. Apply your template. Once your settings are ready, select a pre-configured template or the one you just created.

8. Use the Tag and Arrange tool to automatically place and organize tags on the selected elements in your view.

For detailed instructions, refer to the subsequent sections.