Edition: Enterprise
User-level: Director, Assistant Administrator and System Administrator
Previous steps: Set up Multi-Office
Learn how to use an office as a bookmark (merge field) in any document template generated. This office will be shown based on what office is selected on a project.
Using ‘Office’ bookmarks
Go to Organisation drop down > Settings > Templates > Document
Click the ‘pencil icon’ to edit an existing document template. Learn more about creating/editing document templates here.
Click ‘Select bookmarks’ under the heading ‘Customise template’.
Go to Project > Project Office to view the office related bookmarks
Click the ‘green plus icon’ to add this bookmark to the ‘Selected bookmarks’ column.
Click the ‘Save’ button
If you would like to remove this bookmark, click ‘Select bookmarks’ under the heading ‘Customise template’ and click the ‘red cross icon’ to remove this bookmark. Click the ‘Save’ button to save these changes.
Updating the Word document
Go to Settings > Templates > Documents
Click the ‘pencil icon’ to edit an existing document template. Learn more about creating/editing document templates here.
Click ‘Download file’ under the heading ‘Customise template’.
Open the downloaded file from your browsers downloads or your downloads folder.
Cut and paste the Synergy project office bookmarks into the required positions within the text. Learn more about updating an existing Word document here.
Save the Word document
Go back to the existing document template edit page and click ‘Upload edited file’ under the heading ‘Customise template’
Select the updated Word document to upload
Click the ‘Save’ button
Conclusion – Select ‘Office’ related bookmarks to update existing document templates, download the Word document to make further updates is needed and learn more about creating/editing document templates here.
Where to next?
What other features does this relate to?