When creating a Word document in FYI, you can select both a Stationery and a Template. In order to include any text or merge codes from the Template, the Stationery needs to include a Word Bookmark. This indicates where to include the text.
The Bookmark in the Stationery must have the name Body and this needs to be inserted in the Word document that is used for the FYI Stationery.
- From Word, create or open the document that will be used for the FYI Stationery.
- Position the cursor in the location where you want the text from an FYI Template to be included when this Stationery is used. This would commonly be below the letterhead, address and salutation and above the sign-off. The Bookmark is added without any other text being selected.
- Add a Bookmark with the name "Body".
To do this, from the Word menu, select Insert. In the Links section on the menu, select Bookmark.
Enter the Bookmark name as "Body".
- Save the Word document.
- Create or update the Stationery in FYI and choose or drag the Word document that contains the Body bookmark. Refer to Adding Stationery.
Notes: If the Stationery does not include the bookmark, or if the bookmark is named anything other than "Body", any text from the FYI Template will not be included.
The Stationery can be used without a Template, and when this is the case, the bookmark has no effect.