Microsoft Word Template - Company Profile
Default Template
Default Word Document: CompanyProfile.dot
Upload Feature Category: Company Profile
Important Things To Know Regarding Bookmarks and Mail Merge Fields
- All Bookmarks and Mail Merge Fields are optional.
- Bookmarks can be repeated with no limit on the number of times. Examples:
- 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
Mail Merge Table - Linked Documents and Images
Only linked files and images that have grant access checked will be shown in the report.
Linked Documents Listing
Merge Table Start and End Tags: LinkedDocuments
Merge Fields:
- DocumentName
- DocumentDescription
- DocumentUploadedBy
- DocumentUploadDate
Linked Images Listing
Merge Table Start and End Tags: LinkedImages
Merge Fields:
- DocumentName
- DocumentDescription
- DocumentUploadedBy
- DocumentUploadDate
- DocumentImage
Example Microsoft Word Template Showing Both Mail Merge Table Options