|
Creating Document Templates |
  
|
|
Creating Document Templates |
|
A PRS document template is just a standard Microsoft Word document containing a set of optional predefined bookmarks.
To insert a named bookmark in the Word template:
| 1. | Click where you want the bookmark to appear. |
| 2. | Select the Bookmark... menu command from the Microsoft Word Insert menu. |
| 3. | Type the name of the bookmark and click the Add button. |
If you want a bookmark to appear in more than one place in your document insert a Word Ref (reference) field:
| 1. | Click where you want a copy of the bookmark to appear. |
| 2. | Select the Field... menu command from the Microsoft Word Insert menu. |
| 3. | Select Ref from the Field names list. |
| 4. | Click on the name of the bookmark you want to copy from the Bookmark name list. |
| 5. | Press the OK button. |
NOTE: The bookmark name must be spelt correctly and must come from the list that corresponds to the type of record you want your template to link to.