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Field Name |
Description |
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Menu Name |
The name of the file that appears in the MoversSuite application. |
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Report Name |
The name of the physical file as it exists on one’s system. For bookmark files, they will need to have the filename extension of .doc (Microsoft Word 2003) or .docx (Micrsoft Word 2007). |
|
Report Path |
This is the path (directory) that is a prefix of the Report Name. A path similar to \\Server\mssShare\Reporting\Instance\mssLetters\Custom\ may be in use, where the Server and Instance (both in red) would be unique to one’s system and may represent a specific setup or version of MoversSuite applicatione, respectively. |
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Report Type |
Must be set to “Letters” to have bookmark files rendered as Microsoft Word documents. It also instructs the program to make the file available through the application’s main toolbar option of Reports > Letters. |
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System ID |
This field may contain a four-character identifier that is used to link the document to one of the several report buttons found within MoversSuite. For example, assigning a System ID of “CLAM” to will allow for the document to be made available through the Report/Letters button within the Claims interface.
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Render Type |
This field should be left blank for bookmark files. |
Tip: Another way in which to find the source location of a file is to launch an existing bookmark file from within MoversSuite, and then execute a Save As option when the Microsoft Word window appears. Microsoft Word will attempt to save the file to the same location that is the source of the original document; which is also what is defined in the Reports setup for the document.