Bookmarks provide users with the ability to transfer data to labeled text fields in Microsoft Word documents, allowing for the creation of custom documents based on MoversSuite order information such confirmation and thank you letters.
Bookmark documents are reports in MoversSuite that display as options for menus in the following locations.
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Description |
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The Reports/Letters menu provides users with the ability to generate bookmark documents based on a selected claim record. Refer to the Report System Location of “Claims Reports/Letters” for setup information. | |
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The Forms menu in Shipping Information provides users with a list of bookmark documents specific to an international order. Refer to the Report System Location of “International Forms” for setup information. | |
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The Military Forms button provides a menu of bookmark documents to generate for the open military order. Refer to the Report System Location of “Military Forms” for setup information. | |
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The Reports/Letters button provides a menu of quote specific documents that a user can generate for the order. Refer to the Report System Location of “Quotes Reports/Letters” for setup information. |
When the application generates the bookmark document, it opens a Microsoft Word window and replaces the bookmark fields with data from the open record. For example, MoversSuite provides a sample bookmark document titled Confirmation.doc. This document contains a bookmark of “LastName.” When the application generates the document, it will replace this with the data from the Last Name/Company Name field in Name, Address, Phone.
See Custom Bookmark Documents for information on modifying existing or creating new bookmark documents.
Refer to Bookmark Fields for a complete listing of all available bookmark fields.