introduction
The template system allows replacing bookmarks in documents.
All bookmarks must be used as “normal” text with {}. For example{UserFullName} . Upper and lower case must also be taken into account.
Supported Applications
Bookmark replacement is only supported in Microsoft Word and Microsoft Excel. The version must be at least 2010 or newer. No “dotx” or “xmlx” template files are supported, only “normal” documents.
List of valid bookmarks
Bookmarks in the document templates
Bookmarks in document templates can be used in ems web or ems client.
Save the template in the document system and select the desired template type.
Supported bookmarks
You can call up the list of supported bookmarks directly in the template system.
To do this, open the desired object, eg a sales order. Behind the templates you will find an extended menu with the menu item “Show bookmarks”.
Bookmarks in the Outlook signature
Information on setting up the automatic Outlook signature can be found here:
Automatic Outlook signature
Supported bookmarks
| Bookmark | content | example |
|---|---|---|
| EmployeeCode | personnel number | 1234 |
| EmployeeCodeFull | Personnel number | MA00001234 |
| EmployeeExternalCode | External personnel number | YXZ1234 |
| Salutation | Salutation of the employee | Mr. / Ms |
| FullName First | and last name of the logged in user | Daniel Suter |
| LastName Last | name of the logged in user | Suter |
| FirstName | First name of the logged in user | Daniel |
| Function | Function of the logged-in user | Head of telematics group |
| SpecialistTitle Specialist | title of the logged-in user | federal graduate electrician |
| Email Email | address of the registered user | hans.muster@noreply.ch |
| MobileType0 Phone | number (mobile) from the registered user | 0791234567 |
| MobileType1 | Telephone number (mobile) of the registered user | +41 (0)79 123 45 67 |
| PhoneType0 | Telephone number (office) of the logged-in user | 0441234567 |
| PhoneType1 | Telephone number (office) of the registered user | +41 (0)44 123 45 67 |
| Organisation* | Organizational information with prefix (e.g. OrganisationDepartment) | |
| CompanyName | Company name | SUBRIS GmbH |
| Department | accounting | department |
| StreetAndNumber | Street and number | Sample Street 8 |
| Postcode | zip code | 8000 |
| City | locality of | Zurich |
| Email Email | address | info@musterfirma.ch |
| PhoneType0 | phone number | 0441234567 |
| PhoneType1 | phone number | +41 (0)44 123 45 67 |