Bookmark Prefixes for Contact InformationBookmark Prefixes for Contact Information

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

Bookmarks for ItemsBookmarks for Items

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

Prefix ExtensionsPrefix Extensions

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

Creating and Uploading a Bookmark TemplateCreating 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: Open a new Microsoft Word

Special Bookmarks and Hidden TextSpecial Bookmarks and Hidden Text

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

Sort – Bookmark TemplatesSort – Bookmark Templates

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

Filter – Bookmark TemplatesFilter – Bookmark Templates

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

WordTemplateConfig Rules – Trouble-shooting RulesWordTemplateConfig Rules – Trouble-shooting Rules

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

WordTemplateConfig Rules – User-defined BookmarksWordTemplateConfig Rules – User-defined Bookmarks

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

Computed Fields – Bookmark TemplatesComputed Fields – Bookmark Templates

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