Bookmarks allow you to automatically insert data from Bizzmine into document templates such as Word (.docx) or Excel (.xlsx) files. When a document is generated, the bookmark is replaced with the value entered in the corresponding field.
Bookmarks can represent:
Fields from a form
Metadata from the document record (e.g. author, revision date)
Related collection data
Special system values
Bookmarks can only be used in:
Word documents (.docx)
Excel files (.xlsx)
Other document formats do not support bookmarks.
Each field in a form has a base bookmark. This bookmark represents the value entered in that field.
Example:
Field: Company
Base bookmark: Customer_Company
When the document is generated, the bookmark will be replaced with the value entered in the Company field.
Suffixes allow you to modify the behavior of a bookmark. They are added after the base bookmark.
If the same field needs to appear multiple times in a document, add an index suffix.
Format
_{index}
Examples
Customer_Company → first occurrence
Customer_Company_1 → second occurrence
Customer_Company_2 → third occurrence
Conditional color styling can be applied to bookmarks depending on field values.
Suffix
_color
Example
Customer_Company_color
Suffix
_nocolor
Example
Customer_Company_nocolor
Styling is disabled by default for bookmarks outside Word tables
Styling is enabled by default for bookmarks inside Word tables
To disable styling inside tables, use _nocolor
Styling is only supported for the following field types:
Numeric
Combobox
RadioGroup
For bookmarks that display images (for example canvas fields), you can control the size using width and height suffixes.
Suffix
_w{pixels}
Example
Customer_Signature_w500
This sets the width to 500px while maintaining the aspect ratio.
Suffix
_h{pixels}
Example
Customer_Signature_h350
This sets the height to 350px while maintaining the aspect ratio.
You can combine width and height.
Example:
Customer_Signature_w500_h350
Behavior rules:
If only width is set → width is fixed, height is calculated
If only height is set → height is fixed, width is calculated
If both are set → height takes priority and width is recalculated from the aspect ratio
| Suffix | Description | Example |
|---|---|---|
_{index} |
Duplicate index when the same field appears multiple times | myfield_1 |
_color |
Enable conditional color styling | myfield_color |
_nocolor |
Disable conditional color styling in tables | myfield_nocolor |
_w{pixels} |
Image width in pixels | myfield_w500 |
_h{pixels} |
Image height in pixels | myfield_h350 |
Suffixes can be combined in a single bookmark.
Order
Rules:
_w and _h can appear in either order
_index must always be last
Examples:
Follow these steps to add bookmarks to a .docx document template.
Decide which information should appear in the document.
Example:
Title
Version number
Version date
Open the Word document and determine where the information should appear.
Bookmarks can be placed in:
Headers
Footers
Document body
Tables
Tip: Enable Show Bookmarks in Word to make them visible.
Place the cursor where the value should appear
Go to Insert → Bookmark
Enter the bookmark name exactly as defined in Bizzmine
Click Add
If bookmarks are visible, Word will show them as grey brackets.
Repeat this process for all required bookmarks.
Upload the document to Bizzmine and ensure Bookmark Interaction is enabled.
This can be configured:
On the collection level, or
In the document settings of the document record
When the document is downloaded from Bizzmine, the bookmarks will automatically be replaced by the field values.
Bookmarks can also be used in .xlsx files.
Decide which fields should appear in the spreadsheet.
Select the cell where the value should appear
In the Name Box (top-left, showing the cell reference like A14)
Replace the cell reference with the bookmark name
Press Enter
Click another cell and return to the bookmarked cell.
If the bookmark was added correctly, the bookmark name will appear instead of the cell reference.
The following bookmarks can be used for signed audit steps:
AuditLogsID
EventType
Name
Version
ExecutedBy
CompletedDate
For checklists, use the relation name of the linked collection defined in the data design.
Example:
Insert this relation name as a bookmark.
To display reversed relations in a document:
Insert a table in the Word document
Add column titles in the first row
In the second row, insert bookmarks using:
To display one-to-many relations:
Insert a table
Add column titles in the first row
Insert the base bookmarks of the related collection fields in the second row
These bookmarks can be found in the data design of the main collection once the relation has been created.
No, bookmarks can only be used in Word (.docx) and Excel (.xlsx).
A memo field is saved as HTML in BizzMine. This gives the option to already change the font, the font size, color… while filling in the field. This means that these settings are already saved in BizzMine and will be used when this field is used as a bookmark. Even without adjusting the format in BizzMine it can appear different in the template.
If you want to use the same bookmark multiple times in your document or your worskheet, you will need to follow the same steps as you do for adding the bookmark for the first time. Only difference is that now instead of just using the name of the bookmark, you'll have to add an underscore and a number.
E.g. If "collection_versiondate" has been added already one time to your document, the bookmark you can use to add it a second time should be "collection_versiondate_1"
When you enabled the bookmark interaction in the document settings after publication, the bookmarks won't be replaced. BizzMine needs to be triggered in order to replace the bookmarks. Therefor you should click on edit and save the record again. Check the history to verify whether the bookmarks have been replaced.