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