Creating and Uploading a Bookmark Template

This entry is part 6 of 18 in the series Setup Guide - Bookmark Templates

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.

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