Issue details to the companies involved Microsoft Word template
This template is for sending the issue details to each company that is involved.
Default templates and upload category
Default Microsoft Word template: IssuesToCompaniesInvolved.dot
Upload feature category: Issue to Companies Involved
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 project information
- ProjectNumber
- ProjectTitle
- ProjectDescription
- ProjectAddress1
- ProjectAddress2
- ProjectCity
- ProjectState
- ProjectZipCode
- ProjectCountry
- ProjectPhone
- ProjectFax
Bookmarks - Project bid date, plan room info, estimated dates, and stakeholders
- ProjectOwnerBidDate
- ProjectOwnerBidTime
- ProjectPlanRoomInfo
- ProjectStartDate
- ProjectFinishDate
- ProjectSalesPerson
- ProjectSalesPersonMobilePhone
- ProjectSalesPersonEmailAddress
- ProjectBidContact
- ProjectBidContactMobilePhone
- ProjectBidContactEmailAddress
- ProjectManager
- ProjectManagerMobilePhone
- ProjectManagerEmailAddress
Bookmarks and mail merge table options - Project classifications
Learn more about your options here.
Bookmarks - Issues from company/Ccontact (coordinated by)
- FromPrefix
- FromFirstName
- FromMiddleName
- FromLastName
- FromSuffix
- FromContact
- FromTitle
- FromMobilePhone
- FromEmail
- FromCompanyCode
- FromCompany
- FromAddress1
- FromAddress2
- FromCity
- FromState
- FromZipCode
- FromCountry
- FromPhone
- FromPhone2
- FromFax
- FromWebsite
- FromGovTaxID
Bookmarks - Issues to company/contact (company involved)
- ToPrefix
- ToFirstName
- ToMiddleName
- ToLastName
- ToSuffix
- ToContact
- ToTitle
- ToMobilePhone
- ToEmail
- ToCompanyCode
- ToCompany
- ToAddress1
- ToAddress2
- ToCity
- ToState
- ToZipCode
- ToCountry
- ToPhone
- ToPhone2
- ToFax
- ToWebsite
- ToGovTaxID
Bookmarks - Issue general information
- IssueDate
- IssueNumber
- IssueSubject
- IssueType
- IssuePriority
- IssueDescription
- IssueDueDate
Bookmarks - Issue reference fields
- IssueRefPrimeContract
- IssueRefCO
- IssueRefSubcontract
- IssueRefSCO
- IssueRefDrawing
- IssueRefLocation
- IssueRefSpecSection
- IssueRefOther
Bookmarks - Issue resolution, status, and impact
- IssueResolution
- IssueStatus
- IssueTotalImpact
Mail merge table - Issue items
Merge table start and end tags: IssueItems
- ItemRef
- ItemDate
- ItemDescription
- ItemImpact
- ItemDueDate