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GoTechnology Hub2 Bookmarking User Guide

This user guide provides instructions on how to bookmark DOTX templates in hub2, detailing the process of setting up, adding, deleting, and altering bookmarks. It explains the use of bookmarks for populating data, displaying logos, and barcodes, as well as the importance of using the correct file format for uploads. The guide also includes tips for managing bookmarks effectively within Microsoft Word.

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5 views5 pages

GoTechnology Hub2 Bookmarking User Guide

This user guide provides instructions on how to bookmark DOTX templates in hub2, detailing the process of setting up, adding, deleting, and altering bookmarks. It explains the use of bookmarks for populating data, displaying logos, and barcodes, as well as the importance of using the correct file format for uploads. The guide also includes tips for managing bookmarks effectively within Microsoft Word.

Uploaded by

qp99u99
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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GoTechnology hub2 Bookmarking User Guide

How to Bookmark DOTX Templates


Introduction

1. Introduction
Bookmarks are used to automatically populate fields and columns of data in a template. These templates can
be generated from hub2.

Example of a bookmarked template

We can see several bookmarks indicated with the I symbol. When the document is generated, these fields
will be populated with the relevant data, if it is in the database. As well as data, the bookmarks can be used
to display logos and barcodes.

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2. Setting Up Bookmarking
To effectively input and review bookmarks you can follow these steps:
• Open a template
• In Microsoft Word, click ‘File’
• Click Options
• Click on the Advanced tab from the menu on the left-hand side
• Under the section called ‘Show Document Control’, select ‘Show Bookmarks’ check box

• Click OK
• If there are bookmarks on the template, they will be displayed as shown above in the template
screenshot.
• If there are no bookmarks, you will have to bookmark the template.
• To open the bookmark window, click on the ‘Insert’ tab and click Bookmark. (Depending on your Word
settings, you may have to click on Links > Bookmarks.)

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Bookmark Management

3. Adding Bookmarks
To add a new bookmark, first refer to the ‘Get Bookmark List’ which is available on the hub2 instance.
To access this list, you can go to Ref Tables > ITRs > Ensure Generation Method is set to DOTX > ‘Get
Bookmark List’

Once you have identified which bookmark to input, click on the template where you would like the data to
be shown and open the bookmark window. Input the bookmark name and click ‘Add’.
If you want to show the same data in more than one place or on separate pages, you can add an underscore
and a number to identify which bookmark position it is, for example TagName_1

Bookmarking Window

4. Deleting Bookmarks
To delete a bookmark, open the Bookmark window, select the bookmark to delete and click ‘Delete’.

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5. Altering Bookmarks
When altering a bookmark, you need to open the Bookmark window, then ‘Delete’ the incorrect bookmark
and then ‘Add’ the correct Bookmark afterwards. If the incorrect bookmark is not deleted, it will remain, and
the new bookmark will be added on top of the original bookmark which could possibly end up displaying
incorrect data.

6. Go to A Specific Bookmark
Open the Bookmark window, select the name of the Bookmark you want to find. Then click ‘Go To’ and it will
highlight the bookmark on the document.

7. Headers and Footers


Data added in headers and footers will be repeated on every page generated. The header and footer will be
copied with the data on each page.

8. Logos and Barcodes


To add logos to a template, add the bookmarks ‘LogoLeft’ and ‘LogoRight’ in the two large squares shown in
the template screen above. If the logos are required across multiple pages, add LogoLeft_1 and LogoRight_1.
To add a barcode, add the bookmark ‘Barcode’. To show the barcode and barcode string, add the bookmarks
‘Barcode’ and ‘DocumentReference’.

Converting to DOTX
To upload Word templates to hub2, they must be in dotx format. If they are not in dotx format, then the file
will be rejected, and you will be unable to upload it.

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