document templates

introduction

The template system allows replacing text marks 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

Replacing bookmarks is supported only in Microsoft Word and Microsoft Excel. The version must be at least 2010 or newer. No template files “dotx” or “xmlx” 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, e.g. 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	contents	Example
EmployeeCode	Personnel number	1234
EmployeeCodeFull	Personnel number	MA00001234
EmployeeExternalCode	External personnel number	YXZ1234
Salutation	Salutation of the employee	Mr / Mrs
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	Subject title of the registered user	federal graduate electrician
Email	Email address of the logged in user	hans.muster@noreply.ch
MobileType0	Phone number (mobile) from the logged in user	0791234567
MobileType1	Phone number (mobile) from the logged in user	+41 (0)79 123 45 67
PhoneType0	Phone number (office) from the registered user	0441234567
PhoneType1	Phone number (office) from the registered user	+41 (0)44 123 45 67
Organization*	Organization information with prefix (e.g. OrganizationDepartment)
CompanyName	Company name	SUBRIS Ltd
Department	Department	Accounting
StreetAndNumber	Street and number	Sample street 8
Postcode	Postal code	8000
City	Village	Zurich
Email	Email address	info@musterfirma.ch
PhoneType0	Phone number	0441234567
PhoneType1	Phone number	+41 (0)44 123 45 67