Creating and Uploading a Bookmark Template

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:

1. Open a new Microsoft Word file.
2. Add a text placeholder for the corresponding data you want to merge.
3. Highlight the placeholder.
4. From the Insert ribbon, select Bookmark.
5. In the Bookmark pop-up window, enter the corresponding descriptive label in the Bookmark name field.
6. Click Add.
7. Repeat steps 3-6 for the remaining placeholders.
8. Save the file with a .docx extension.

When complete, the template can be uploaded into Spitfire through the Templates tool.

To upload a Bookmark Template:

1. Go to Manage | Templates.
2. Click Add a row.
3. Select a Doc Type from the drop-down menu.
4. Enter a descriptive Name for the template.
5. Select the corresponding entry from the Type drop-down menu.
6. In Description, enter the necessary information.
7. Complete Division, Doc Ref, Customer, and Project Type if necessary.
8. Under Include, select Assemble from the drop-down menu.
9. Select the Bookmarks checkbox.
10. When complete, click Accept Changes.