Submittal items request to originator Microsoft Word template
This is for requesting the submittal items, such as shop drawings, specs, and mockups, from the originator to be later forwarded on to the architect or owner.
Default templates and upload category
Default Microsoft Word template: 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
Learn more about your options here.
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