This section describes how a user can add, edit and delete bookmark fields, followed by more information on these fields. 

 

Adding, Editing, or Deleting a Bookmark Fields

1.   Locate the source file directory using Windows Explorer (Start > Accessories > Windows Explorer).  Note: Refer to the Accessing Bookmark Files section for the first two steps, if necessary,

2.   Select the file to edit,

3.   Remove the read-only attribute from the file

a.   Select the file with a right-mouse click and the Confirmation Properties dialog box will appear,

b.   Make sure there is not a check in the box next to the Read-only option within the Attributes section,

c.   Click on OK to keep the change and to close the Confirmation Properties dialog.

4.   Open the file with Microsoft Word,

5.   Make changes to the document, as follows

If adding a bookmark field

a)   Select the location or text field within the document,

b)   Access the Bookmark dialog (Insert > Bookmark),

c)   Type in the Bookmark name,

d)   Press the Add button to keep the change and to close the dialog.

-OR-

Copy (Ctrl + C) the bookmark from the list of available ones within the Available Bookmarks document (available through support.moverssuite.com or at the top of the Bookmarks topic) and Paste (Ctrl + V) it into the document at the desired location.

If editing a bookmark

a)   Click on the text field or location within the document that contains the bookmark field,

b)   Open the Bookmark dialog (Insert > Bookmark),

c)   Edit the entry by changing the Bookmark name value,

d)   Press the Add button to keep the changes and to exit the Bookmark dialog.

If deleting a bookmark

a)   Click on the text field or location within the document that contains the bookmark field,

b)   Open the Bookmark dialog (Insert > Bookmark),

c)   Press the Delete button to keep the changes and to exit the Bookmark dialog.

NOTE   Changing or deleting a bookmark field can also be accomplished through the Bookmark dialog.  Use the dialog to locate the item to change, or to delete, by Bookmark name instead of having to locate the text field first.

6.   Save the file

a.   Press the Microsoft Office button for Microsoft Word 2007 documents or select File > Save As from the Microsoft Word 2003 toolbar,

b.   Press the Save As option,

c.   If the application server is Microsoft Word 2003, then choose the Word 1997-2003 Document option

If the application server is Microsoft Word 2007, then choose the Word Document option

d.   Select the correct folder when the Save As dialog box appears,

e.   Enter the File name,

f.    Press Save to keep the file to the named folder and to exit the dialog.

7.   Exit Microsoft Word,

8.   Set the file property to be read-only by repeating the steps above and making sure that the read-only attribute box is checked.  Setting the read-only attribute will protect the contents of the bookmark document.  When the document is rendered through Mover’s Suite, the user will be forced to save the document to a different file name and/or location, if they wish to make and save changes,

9.   Update the Report setup using the administrative tools, as illustrated in the Accessing Bookmark Files section, if needed,

10.  Verify that the document works correctly by Viewing Bookmark Documents.

 

When the document is generated through Mover’s Suite, the user has a variety of options available for saving and disseminating the file.  In fact, all Microsoft Word options are available to the user, including saving, emailing, and printing.