Microsoft Word Template - Submittal - To Originator - Items Request

This is for requesting the Submittal Items (i.e. Shop Drawings, Specs, Mockups etc.) from the Originator to be later forwarded on to the Architect/Owner.

Default Template

Default Word Document: Submittal-ToOriginator-ItemsRequest.dot
Upload Feature Category:Submittal - To Originator - Items Request

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 - Submittal - 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 - Submittal - 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 - Submittal - General Information

SubmittalNumber
SubmittalIssueDate
SubmittalType
SubmittalSubject
SubmittalDescription

Mail Merge Table - Submittal - Items

Merge Table Start and End Tags: SubmittalItems

ItemNumber
ItemCode
ItemUPC
ItemManufacturer
ItemManufacturerPartNumber
ItemDescription
ItemQuantity
ItemUnit
ItemDueDate
ItemRefPrimeContract
ItemRefCO
ItemRefSubcontract
ItemRefSCO
ItemRefDrawing
ItemRefLocation
ItemRefSpecSection
ItemRefOther
ItemStatus

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.