Creating a Bookmark Template

This entry is part 4 of 4 in the series Bookmarks in Spitfire Templates

After you plan and gather information regarding the data you intend to merge, you are ready to create your template.

To create a Bookmark Template:

  1. Open a new Microsoft Word file.
  2. Add a text placeholder for the corresponding data you want to merge.
  3. Highlight the placeholder.
  4. From the Insert ribbon, select Bookmark.
  5. In the Bookmark pop-up window, enter the corresponding descriptive label in the Bookmark name field.
  6. Click Add.
  7. Repeat steps 3-6 for the remaining placeholders.
  8. Save the file with a .docx extension.

When complete, the template can be uploaded into Spitfire through the Templates tool. For more information regarding this, please see the Manage Dashboard Focus Guide.