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

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

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

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.