When a new linked document is created from a Document Template the PRS automatically populates the document with data from the associated linked record. It does this by inserting data fields from the linked parent record into predefined named bookmarks in the template.
The set used depends on whether your template is intended for linking to a Personnel, Vacancy or Site record or used in an Invoice Template.
Personnel Bookmarks Affiliations Age AnticipatedSalary Availability AvailabilityEndDate AvailabilityStartDate CompanyName DateOfBirth Email2 (note 4) Fax (note 4) FirstName FullName Gender Health ImmigrationStatus Initials Interests JobHistory JobTitle LastName LocationName MaritalStatus Mobile Nationality Occupation PaysGST PersonnelId PersonnelRef PersonnelTag PhoneBusiness PhoneHome PhoneOther PreferredName PresentSalary Qualifications ResidentialAddress Retired Salutation SiteId SiteName SitePostalAddress SiteRef SiteStreetAddress Synopsis TaxCode TaxNo UserEMail UserFirstName UserInitials UserJobTitle UserLastName UserMobile UserPhoneBusiness UserPhoneOther UserSalutation |
Vacancy Bookmarks BillerInitials BillerNames CandidateAddress CandidateEMail CandidateFirstName CandidateLastName CandidateMobile CandidatePersonnelId CandidateSiteName ClientCompanyName ClientEMail ClientFax ClientFirstName ClientJobTitle ClientLastName ClientMobile ClientPersonnelId ClientPhoneBusiness ClientPostalAddress ClientRate ClientStreetAddress ContactFirstName ContactLastName ContractorRate Fee FinishDate Industry IsContract JobDescription JobDuration JobTitle LastNoteDate LocationName LongDescription MaxRemuneration Occupation OwnerFirstName OwnerLastName OwnerJobTitle OwnerEMail OwnerPhoneBusiness OwnerMobile PlacedDate PublicationDate PubToFile PubToWeb Ref Ref2 RegistrationDate Salary ShortDescription SiteName StartDate TimesheetNotes UserEMail UserFirstName UserInitials UserJobTitle UserLastName UserMobile UserPhoneBusiness UserPhoneOther UserSalutation VacancyId VacancyStatus |
Site Bookmarks CompanyName Fax Industry LastNoteDate Phone PostalAddress Ref SiteId SiteName StreetAddress UserEMail UserFirstName UserInitials UserJobTitle UserLastName UserMobile UserPhoneBusiness UserPhoneOther UserSalutation WebSite |
Invoice Bookmarks Adjustments BillerInitials BillerNames CandidateAddress CandidateId CandidateName ClientEMail ClientId ClientJobTitle ClientName ClientPhone ClientRef CompanyName CreateDate FirstName GrossAmt InvDate InvDescription InvNo InvoiceTypeId InvRef JobTitle LastName OwnerName PaidDate PlacedDate PostalAddress SiteId SiteName SiteRef StartDate TaxAmt TaxNo Terms TimeSheetId TimeSheetContractorNotes TimeSheetContractorAdjustments TimeSheetClientAdjustments TimeSheetNotes UserEMail UserFirstName UserInitials UserJobTitle UserLastName UserMobile UserPhoneBusiness UserPhoneOther UserSalutation VacancyId VacancyRef VacancyRef2 VacancySalary |
NOTES:
1. | Bookmark names starting with User relate the currently logged on PRS user. |
2. | Invoice bookmarks are for optional PRS Invoice Templates. |
3. | Vacancy related Invoice Template bookmarks only apply to invoices with a related vacancy ID. |
4. | If the Fax/Email field on the Personnel form is an Email address then it populates the Email2 Personnel bookmark; if it is a phone number then it populates the Fax Personnel bookmark. |