Microsoft Word Template - Journals (Letters, Faxes, Memos, Notes)
Default Template
Letter Style
Default Word Document: Journal-LetterStyle.dot
Upload Feature Category: Journals
Additional Templates Included In Zip File
Default Word Document: Journal-FaxStyle.dot
Default Word Document: Journal-MemoStyle.dot
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 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
Click here for options.
Bookmarks - Journals - From Company/Contact
- FromPrefix
- FromFirstName
- FromMiddleName
- FromLastName
- FromSuffix
- FromContact
- FromTitle
- FromMobilePhone
- FromEmail
- FromCompanyCode
- FromCompany
- FromAddress1
- FromAddress2
- FromCity
- FromState
- FromZipCode
- FromCountry
- FromPhone
- FromPhone2
- FromFax
- FromWebsite
- FromGovTaxID
Bookmarks - Journals - To Company/Contact (Respondent)
- ToPrefix
- ToFirstName
- ToMiddleName
- ToLastName
- ToSuffix
- ToContact
- ToTitle
- ToMobilePhone
- ToEmail
- ToCompanyCode
- ToCompany
- ToAddress1
- ToAddress2
- ToCity
- ToState
- ToZipCode
- ToCountry
- ToPhone
- ToPhone2
- ToFax
- ToWebsite
- ToGovTaxID
Response Field:
- JournalResponse
Bookmarks - Journals - General Information
- JournalNumber
- JournalType
- IssueDate
- IssueDateLong
- IssueTime
- ReminderDate
- DueDate
- Subject
- Body
Bookmarks - Journals - Reference Fields
- JournalRefPrimeContract
- JournalRefCO
- JournalRefSubcontract
- JournalRefSCO
- JournalRefDrawing
- JournalRefLocation
- JournalRefSpecSection
- JournalRefOther
Bookmarks - Journals - Status
- JournalClosed
- JournalClosedDate
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