Bookmark files are referenced through the MoversSuite application in two different ways: Through the main application’s toolbar by Reports > Letters and through buttons available within the application.  In either case, the program will render the data for the record that is selected, or active, within the application and send it to a Microsoft Word document.

 

Viewing Bookmark Document within MoversSuite

1.   Access the MoversSuite application,

2.   Use the Find feature to select a record in any module and make it active within the application,

3.   Select Reports > Letters from the main toolbar,

Figure 8: Accessing bookmark documents through the Reports > Letters menu

4.   Choose a report title from the list.  For example, select “Confirmation Letter” (or other document), to continue using the previous example.  Once a selection is made, a window should open containing a Microsoft Word document with data from the active record filled-in,

 

Assuming that the Confirmation Letter was chosen, then the user will see Microsoft Word document similar to that displayed below.  The date, address, and other data were automatically inserted into the document.

Figure 9: Sample confirmation letter.

 

Note: The version of the Microsoft Word that is used to render bookmark documents from within the MoversSuite application server may render documents slightly differently from the one that is typically used from a personal computer.