Microsoft Word Template - Submittal - To Originator - Response
This template is for sending the Submittal back to the Originator to communicate the Status (i.e. Approved, Approved as Noted, Rejected etc.).
Default Template
Default Word Document: Submittal-ToOriginator-Responses.dot
Upload Feature Category: Submittal - 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 - 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
- SubmittalClosed
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 - Submittal - Respondents and Comments
Merge Table Start and End Tags: SubmittalResponses
- RespondentCompany
- RespondentContact
- RespondentBusinessPhone
- RespondentBusinessFax
- RespondentEmail
- SubmittalSentDateToRespondent
- SubmittalResponseDue
- SubmittalDateResponded
- SubmittalComment
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