Bookmarks are a simple and easy way to transfer MoversSuite data to a Microsoft Word document. Using an integration API that is built into MoversSuite, data is transferred to predefined text fields (bookmarks) within a Microsoft Word file. Once the program is launched from the main menu bar within the MoversSuite application, a separate Microsoft Word window will open with all the defined bookmark references replaced with actual data. From this window, the file can be treated as any other Microsoft Word document where it can be edited, saved to disc, printed, emailed, etc.
Using bookmark files, one can provide customized letters ready to be sent out, or create pre-filled forms, professionally displaying the details of an order request. These and other documents can be created with little effort after learning the basics of bookmarking fields and files.
Illustrated below is just one of the unlimited ways that bookmark files can be used. The bracketed items are the bookmarked data fields that are replaced with actual MoversSuite data when the application renders the Microsoft Word file.
Figure 1: Bookmark rendering process
The benefit of automatically creating custom reports, forms, and letters on the fly is easily identifiable, and MoversSuite will continue to add to the list of available bookmark fields.
In the following sections, one can learn how to define and render files containing bookmarks, add bookmark fields from the available list, and render theses file through the MoversSuite application.
Important: Microsoft Word 2003 or Microsoft Word 2007 must be set up on your application server and be accessible by MoversSuite. Refer to the Welcome to MoversSuite Software topic for further requirements.
Familiarity with Microsoft Word 2003 and/or Microsoft Word 2007 and the MoversSuite application and related administration tools is beneficial to get the most of this guide.
This document references Microsoft Word 2007 for its examples, however, a user can also manage bookmark documents within Microsoft Word 2003. For more information on either of these versions, refer to Microsoft Office Online and to the Word Help available within each product.
The Microsoft Word 2007 application will accept documents created of either type.
Note: The list of available bookmark
fields can be found at support.moverssuite.com
as well as within the Microsoft Word icon (
) above.
Accessing Bookmark Files