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