Bookmarks that are in your documents can also be found, for example in Word documents of type docx. Excel documents must be of the type xlsx. You cannot use bookmarks in other documents. You can use all the fields of the document record in the document as bookmarks, for example: the author, or the revision date, …

Word document

Let's start with a file of the .docx extension. The end result that we want to achieve is a document, wherein we don't have to fill in the title, the version number, the version date manually, but that they are extracted from BizzMine. 

Step 1: Decide which bookmarks you'll need: Which information do you want to show in your document? As we said here above, we want to view the title, the version number and the version date.

Step 2: To insert the bookmarks, go to your Word document. You'll have to determine the place of the bookmark, and thus the place where the content should be inserted. (We recommend that you enable the functionality to show where bookmarks are placed in your Word editor)

Step 3: Go to the place where you want to insert the bookmark. This could be in a header, in a footer, or just in the body. Click on the 'Insert' tab of your Word document and next choose for "Bookmarks". You'll get to see a pop up screen in your Word editor to add new bookmarks. Here you'll need to insert the bookmark name as is present in BizzMine. Next, click on "add". The bookmark is now added to your document. If you enabled the functionality to show bookmarks, you should see grey brackets in your document.

Go ahead and add other bookmarks to your document, by following the same steps. 

Step 4: Upload the document into BizzMine and make sure that bookmark interaction is enabled. Check this on collection level, or check it in the document settings of your document record. As soon as you'll download the document from BizzMine, you'll see that the bookmarks are 'replaced'. Meaning that the content that is available on the form (e.g. a filled in title) is now visible in your document itself. 

Excel document

Now next, as we said in the introduction here above, we can also add bookmarks to .xlsx files. Follow the steps to go ahead:

Step 1: Decide again which bookmarks you'll need: Which information do you want to show in your file?

Step 2: To insert bookmarks in a .xlsx file, you'll need to select the cell where you want to place your bookmark. Next, at the left top of your file, you'll see which cell you selected, indicated by the column letter and next the row number. E.g. A14. Replace that number by your bookmark and push enter. Now, verify that your bookmark is really there by clicking on another cell and return back to the cell where you just added your bookmark. You should see your bookmark name and not the number. If so, you did it correctly. If the number is showing, maybe you forgot to push enter?

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