Create a Group of Bookmarks
  1. Select Admin > Templates > Bookmarked Word Reports.

  2. Open the template you want to edit.

  3. Select the Content tab.

  4. Add a group using either of these options:

    • Select the Options icon > Select Add Group .

    • Right-click the Content table > Select Add Group.

  5. In the Name field, enter the name of the group of bookmarks.

  6. In the Entity type drop-down, select the type of entity the bookmarks relate to.

  7. Use the Bookmarks area to select the bookmarks in the Word document you want to include in the group.

  8. To include a bookmark:

    1. Select it in the Available area.

    2. Select the Select icon button or double-click the selected bookmark.

  9. Select OK.

  10. Select Save.

    The group name shows in blue text.

    The entity type shows in square brackets (for example, [Vehicle]) beside the group name.

    Bookmarks that are part of that group are listed under the group name.

  11. Once you've added a bookmark to a group, link it to the entity data that will be generated in the report (map entity data to the bookmarks).