Since your Contacts cannot access the Spitfire Project Management System (sfPMS) and read Spitfire Documents that have been routed to them, we’ve developed Bookmark Templates. Bookmark Templates merge information from
Since your Contacts cannot access the Spitfire Project Management System (sfPMS) and read Spitfire Documents that have been routed to them, we’ve developed Bookmark Templates. Bookmark Templates merge information from
To create templates, Spitfire uses Word’s Bookmark feature. A bookmark is a place-holder, and each bookmark must have a unique name. To see bookmarks: Select File | Options. Under Show
Spitfire uses bookmarks as placeholders for merged data. The bookmark name you give each bookmark determines which Spitfire data element will be merged. The most simple bookmark is constructed by
Simple, basic bookmark names consist of two sections separated by an underscore: table_fieldname. One way to imagine this is that since most Spitfire tables start with a prefix (xsf), the
To find the bookmark name for the field you would like to merge, there are three options. Option One – My Settings To have Spitfire display the name of the
Purpose of Bookmark Prefixes Adding prefixes to bookmark names allows you to extract data not stored directly in the Document format number and data fields pull data from Contact records
To add contact information into a Bookmark Template, determine how the link to the contact is made: Document Level or Project Level. Document Level The contact information is pulled from
There are a number of aliases that retrieve information from a Contact Record through its project role or document address connection You can use the Contact prefixes shown below in
Repeat Row Use the RR_ prefix to repeat items on rows; use the RC_ prefix to repeat items across columns. For example, if you want to list the descriptions of
There may be instances when you want to use the same bookmark name more than once in a Bookmark Template. You may have two or more tables, each needing the