Relink All Records

This feature allows you to re-insert all content records already inserted using Insert Full.

1.   Open the proposal where records were inserted using Insert Full.

2.   From the Proposal Editor window toolbar, click Show Options… and enable Show Bookmarks (Word Docs Only).



3.   Under Linked Documents, all records used via Insert Full will be listed by Search ID.



4.   Click on a record number to view the inserted record text (which is selected automatically).



5.   Click the Relink Document button.



6.   Choose a formatting option and then click Relink.



Relink an Individual Record


This feature allows you to re-insert a single record already inserted using Insert Full.

Option 1: Content Record Lookup

1.   Click anywhere within the text to look up, and then click Current Doc?.



2.   Make note of the Search ID provided in the pop-up notification, and then click OK.



3.   Under Linked Documents, click on the Search ID number in step 2.



4.   Confirm the associated text is selected.



5.   Right-click on the Search ID number and choose Relink this Search Record.



6.   Choose a formatting option and then click Relink.



Option 2: Relink on Search ID

1.   From the Proposal Editor window toolbar, click Show Options… and enable Show Bookmarks (Word Docs Only).

2.   Look for the Search ID number under Linked Documents.

3.   Right-click on the Search ID and choose Relink this Search Record.



4.   Choose a formatting option and then click Relink.



Other Bookmark Tools


Insert Line Before

1.   To insert a hard return (blank line) before, but outside a bookmark, right-click on the Search ID choose Insert line before…

.

2.   A blank line is added outside the opening bookmark.



Insert line after

1.   To add a hard return (blank line) after and outside a bookmark, right-click on the Search ID and choose Insert line after….



2.   A blank line is added outside the closing bookmark.



Insert line at beginning

1.   To add a hard return (blank line) at the beginning and inside a bookmark, right-click on the Search ID choose Insert line at beginning….



2.   A blank line is added inside the opening bookmark.



Insert line at end

1.   To add a hard return (blank line) at the end and inside of a bookmark, right-click on the Search ID and choose Insert line at end….



2.   A blank line is added inside the closing bookmark.



Delete Bookmark

The option to delete a bookmark is used to un-link an inserted record so that it is excluded from re-insertion when using Relink Document (which relinks all insertions at once). The text remains in the document. To delete a bookmark:

1.   Right-click on the Search ID and choose Delete Bookmark.



2.   The bookmark is removed and bookmarks list refreshes.