After you plan and gather information regarding the data you intend to merge, you are ready to create your template. To create a Bookmark Template: Open a new Microsoft Word
After you plan and gather information regarding the data you intend to merge, you are ready to create your template. To create a Bookmark Template: Open a new Microsoft Word
Special bookmarks use advanced prefixes to do the following: sort and filter line items include computed values not sorted in the database Some values or amounts are computed dynamically on
The RR_ and RC_ prefixes process repeating data, and you can use the xSort_ prefix to sort rows or columns in tables containing these bookmarks. The xSort bookmark can be
The RR_ and RC_ prefixes process repeating data, but there may be rows you do not want to display. The xFilter_ bookmark allows you to explicitly define which rows to
If you have access to the System Admin Dashboard, you can institute rules through the Rule Maintenance tool. Several rules in the WordTemplateConfig rule group help you troubleshoot your Bookmark
The WordTemplateConfig rule group allows you to create your own bookmarks. In some cases this can be a simple entry, and in other cases your user-defined bookmark could run a stored
There may be times when you want to use values in the Spitfire document to calculate a new value. Use one of the xCMP prefixes to create a new computed
Both filters and computed fields use expressions enabling you to compute and manipulate data. In the Filter example, OriginalQuote <> 0 was the expression; in the Computed Fields example, (cmpToRevenueAmount /
Use the following bookmark names for information related to a document’s Route Details tab (ie, the routee rows on a document). Since the Route Details tab can have multiple rows,
The following bookmarks can be used on Transmittal templates only. Bookmark Explanation ToRoute_BinType The type of the transmittal file (.doc, .docx) ToRoute_ByUser The person who specified the use of the