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Document Template Bookmarks

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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

Email

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

Email

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.