Professional Documents
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Introduction
You can output data from SKF's Analysis and Reporting Module (ARM) to Microsoft Word documents, using template files and bookmarks to
produce documents formatted however you wish. You design your document in Word and save it as a template file, with bookmarks located
where you want the text or graphics to go, then link these to a Word report in the Analysis and Reporting Module. If you want to output more
than one record to a single document, you will need to use a special numbering convention in order for this to work.
ARM comes bundled with a number of predefined templates and associated reports that you can use as examples or to get you going.
Note that for output to Word documents, Microsoft Word must be installed correctly on your system and be registered (as happens normally)
as an automation server. The Analysis and Reporting Module does not do the actual writing of the documents, rather it controls Word invisibly to do this. ARM will generate Word documents using any version of Word, from Word 2000 forward.
This document gives instructions on how to create templates in Word and add bookmarks to them. Note that Word 2003 was used for the
examples here; other versions of Word may be slightly different, but the principals remain. You can also create Word documents without
using templates with bookmarks. In this case, only simple tables and graphics are created, based on your normal template.
Note that you must open the template in a specific way in order to edit it. If you simply double-click on a template, Word will assume you
are creating a new document based on that template; you can tell this has happened because Word will show the document name as Document x rather than use the name of the template file opened.
To open a template for editing, right-click on it and choose the Open command, instead of the New command. There are three ways to
create a template:
Open an existing template and save it under a new template name
Copy an existing template and rename it
Create a new document and select templates from the Save as type list box when you save it
As already mentioned, it doesnt matter where you save the template; the Analysis and Reporting Module comes with a set of predefined
templates that are stored in a Report templates folder within its data folder (Analysis and Reporting Module data within your standard
documents path).
Adding bookmarks
To add a bookmark to a template, choose Insert | Bookmark from the menu. This will make the Bookmark window appear.
Before doing any serious bookmark editing, you should make a temporary change to your Word setup that will make the whole process a lot
easier: go to Tools | Options and check the Bookmarks checkbox on the View tab (Figure 2).
Checking the Bookmarks control will make all bookmarks visible in your document as grey I-beams, as shown here.
This makes it easier to see where you have placed them, although there is still room for confusion, as you will see!
Note that the Bookmark window allows you to view the bookmarks in the document sorted by name or location; it is easier to use the latter
when adding new bookmarks to a template. Also note that bookmark names must contain no spaces.
To add a bookmark, first place the cursor at the position in your document where the bookmark is to go. This may be in free text, within a
text box or in a table. Choose Insert | Bookmark to make the Bookmark window appear, and type in a name for your bookmark.
When you have entered the name, press Enter to add it to the list; the Bookmark window will close (rather confusingly, since it gives no
indication your operation was successful). A grey I-beam will appear in your document at the chosen location. To confirm the bookmark was
entered, choose Insert | Bookmark and you should see your new bookmark in the list.
To add further bookmarks, simply repeat the above process, remembering to move your insertion point each time to the correct location
the bookmark editor window is hopeless at showing you where the bookmarks are!
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PUB CM3137 EN September 2011
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