Microsoft Word Template - Company Profile

Default Template

Default Word Document: 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

Mail Merge Table - Linked Documents and Images

The report includes only linked files and images that have the grant access option selected.

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

Microsoft Word template example including both mail merge table options.