Bookmarks in 10.9

In TrialWorks Tips by trialworks

Love using TrialWorks Template’s to generate documents? We have added a multitude of new bookmarks to help automate even more information. Check them out under the TrialWorks Bookmark List!

To view a list of Bookmarks click on Templates and choose List of Bookmarks.

A report will populate with all the bookmarks available.

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New Bookmarks in 10.9 include the following:

  • Bookmark for Caption:
    • Arbitrator
  • Bookmark for Contacts
    • CorrCounty
  • Bookmarks for Other Parties:
    • OtherPartyNameAll [List of Other Party Names]
    •  OtherPartyRoleAll [John Doe Beneficiary]
    • OtherPartyAddressAll [Name and Address Block]
  • Bookmarks for Workers’ Comp:
AWWAGR
CALCULATIONSOURCE
FATAL
MEDICALBILLSPAID
NUMDAYS
NUMWEEKS
PPD
PPDAGR
PPDINS
SSD
TOTALPERMANENTDISABILITY
TTDAGR
TTDCLAIMED
TTDOVER
TTDOWED
TTDPAID
TTDSTATE
UNEMPLOYMENT
WCADDITIONAL
WCAMOUNTREDUCTIONS
WCDISABILITY
WCDOCTOR
WCGRANDTOTAL
WCSUBTOTAL
WCTTDPERIODS
WCAMOUNTREDUCTIONS (Calculated Bookmark)
WCDISABILITY (Calculated Bookmark)
WCDOCTOR (Calculated Bookmark)
WCTTDPERIODS (Calculated Bookmark)

 

  • Workers Comp > Wages – Multi-Record Bookmarks
AMOUNT
DESCRIPTION
DOCTORAUTHORIZE
EMPLOYMENTID
FULLDUTY
HOURS
LAIDOFF
LIGHTDUTY
OFFAGAIN
RETURNTOWORK
SEC10
SUSPENDED
TERMINATED
WAGE
WAGESENDDATE
WAGESSTARTDATE

Did you know these Bookmark tricks?

Repeating bookmarks:
Using the same bookmark more than once in a document is sometimes necessary. For example, do you need to repeat the client name throughout the document? To do so, follow these easy steps:
  1. First insert the bookmark partyname
  2. To repeat insert the bookmark partyname1
  3. To repeat again insert the bookmark partyname2 and so on

*Make sure not to miss using the sequential numbering.  Without the first bookmark partyname, the next bookmark cannot be triggered. If partyname1 is deleted, then partyname2 will not trigger.*

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