Microsoft Word Template - RFI - To Originator - Response

This template is used for sending the RFI with responses back to the Originator.

Default Template

Default Word Document: RFI-ToOriginator-Responses.dot
Upload Feature Category: Request For Information (RFI) - To Originator - Responses

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 - RFI - From Company/Contact (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 - RFI - To Company/Contact (Originator)

OriginatorPrefix
OriginatorFirstName
OriginatorMiddleName
OriginatorLastName
OriginatorSuffix
OriginatorContact
OriginatorTitle
OriginatorMobilePhone
OriginatorEmail
OriginatorCompanyCode
OriginatorCompany
OriginatorAddress1
OriginatorAddress2
OriginatorCity
OriginatorState
OriginatorZipCode
OriginatorCountry
OriginatorPhone
OriginatorPhone2
OriginatorFax
OriginatorWebsite
OriginatorGovTaxID

Bookmarks - RFI - General Information

RFINumber
RFIIssueDate
RFISubject
RFIType
RFIReason
RFIPriority
RFIRequest
RFISuggestion

Bookmarks - RFI - Reference Fields

RFIRefPrimeContract
RFIRefCO
RFIRefSubcontract
RFIRefSCO
RFIRefDrawing
RFIRefLocation
RFIRefSpecSection
RFIRefOther

Bookmarks - RFI - Impact and Closed Status

RFIScheduleImpact
RFIScheduleImpactDays
RFIFinancialImpact
RFIFinancialImpactTotal
RFIClosed
RFIClosedDate

Mail Merge Table - RFI - Respondent

Merge Table Start and End Tags: RFIResponses

RespondentCompany
RespondentContact
RespondentBusinessPhone
RFISentDateToRespondent
RFIResponseDue
RFIDateResponded
RFIResponse

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