Company profile Microsoft Word template

Default template

Default Microsoft Word template: CompanyProfile.dot

Upload feature category: Company Profile

About bookmarks and mail merge fields

  • All bookmarks and mail merge fields are optional.
  • There's no limit on the number of times that bookmarks can be repeated. For example:
    • CompanyName, CompanyName2, CompanyName3, .., CompanyName10, .., CompanyName20, .., CompanyNameX
    • ProjectNumber, ProjectNumber2, ProjectNumber3, .., ProjectNumber10, .., ProjectNumber20, .., ProjectNumberX

Bookmarks - General company information

  • CompanyCode
  • CompanyName
  • CompanyBillAddress1
  • CompanyBillAddress2
  • CompanyBillCity
  • CompanyBillState
  • CompanyBillZipCode
  • CompanyBillCountry
  • CompanyShipAddress1
  • CompanyShipAddress2
  • CompanyShipCity
  • CompanyShipState
  • CompanyShipZipCode
  • CompanyShipCountry
  • CompanyPhone
  • CompanyPhone2
  • CompanyFax
  • CompanyWebsite
  • CompanyTerms
  • CompanyDefaultTaxCode
  • CompanyGovTaxID
  • CompanyComments

Mail merge table - Company contacts

Merge table start and end tags: CompanyContacts

  • ContactFirstName
  • ContactMiddleName
  • ContactLastName
  • ContactName
  • ContactTitle
  • ContactBusinessPhone
  • ContactMobilePhone
  • ContactBusinessFax
  • ContactEmailAddress

Mail merge table - Company insurance

Merge table start and end tags: CompanyInsurance

  • CompanyInsuranceType
  • CompanyInsuranceCompany
  • CompanyInsuranceCompanyContact
  • CompanyInsuranceCompanyPhone
  • CompanyInsurancePolicyNumber
  • CompanyInsuranceAmount
  • CompanyInsuranceExpireDate
  • CompanyInsuranceProjectNumber

Mail merge table - Company licenses

Merge table start and end tags: CompanyLicenses

  • CompanyLicenseExpireDate
  • CompanyLicenseType
  • CompanyLicenseDate
  • CompanyLicenseLocation
  • CompanyLicenseNumber

Mail merge table - Company classifications

Merge table start and end tags: CompanyClassifications

  • ClassificationType
  • ClassificationDescription