Meeting details Microsoft Word template

Default template and upload category

  • Default Microsoft Word template: MeetingDetails.dot

  • Upload feature category: Meeting Minutes

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
Project classifications can be inserted using either bookmark or a mail merge table. Learn more about the project classification bookmarks and mail merge options.

Bookmarks

  • ProjectNumber
  • ProjectTitle
  • ProjectDescription
  • ProjectAddress1
  • ProjectAddress2
  • ProjectCity
  • ProjectState
  • ProjectZipCode
  • ProjectCountry
  • ProjectPhone
  • ProjectFax
  • ProjectOwnerBidDate
  • ProjectOwnerBidTime
  • ProjectPlanRoomInfo
  • ProjectStartDate
  • ProjectFinishDate
  • ProjectSalesPerson
  • ProjectSalesPersonMobilePhone
  • ProjectSalesPersonEmailAddress
  • ProjectBidContact
  • ProjectBidContactMobilePhone
  • ProjectBidContactEmailAddress
  • ProjectManager
  • ProjectManagerMobilePhone
  • ProjectManagerEmailAddress
  • MeetingNumber
  • MeetingType
  • MeetingDate
  • MeetingStartTime

    The meeting start time is displayed in 12-hour format (h:mm tt).

  • MeetingStartTime24HrFormat

    The meeting start time is displayed in 24-hour format (HH:mm).

  • MeetingFinishTime

    The meeting finish time is displayed in 12-hour format (h:mm tt).

  • MeetingFinishTime24HrFormat

    The meeting finish time is displayed in 24-hour format (HH:mm).

  • MeetingRefPrimeContract
  • MeetingSubject
  • MeetingPurpose
  • MeetingLocation
  • MeetingFacilitatorCompany
  • MeetingFacilitatorContact
  • MeetingNoteTakerCompany
  • MeetingNoteTakerContact
  • MeetingNextMtgDate
  • MeetingNextMtgTime

    The next meeting time is displayed in 12-hour format (h:mm tt).

  • MeetingNextMtgTime24HrFormat

    The next meeting time is displayed in 24-hour format (HH:mm).

  • MeetingNextMtgLocation

Mail merge table

Merge table start and end tags: MeetingAttendees

  • MeetingAttendeeCompanyName
  • MeetingAttendeeContactName
  • MeetingAttendeePresent
  • MeetingAttendeeInvited
  • MeetingAttendeeInvitedDate

Merge table start and end tags: NewBusinessItems

  • MeetingItemNumber
  • MeetingItemCategory
  • MeetingItemSubject
  • MeetingItemDiscussion
  • MeetingItemConclusion
  • MeetingItemResponsibleCompany
  • MeetingItemResponsibleContact
  • MeetingItemDueDate
  • MeetingItemClosed

Merge table start and end tags: OldBusinessItems

  • OldItemNumber
  • OldItemCategory
  • OldItemSubject
  • OldItemDiscussion
  • OldItemConclusion
  • OldItemClosed

Audit trail of meeting comments sub-table

Merge sub-table start and end tags: OldItemPreviousDiscussions

Mail merge sub-table fields:

  • MeetingNumber
  • MeetingDate
  • Comments
  • ResponsibleCompany
  • ResponsibleContact
  • DueDate

Posted August 13, 2026 © 2026 The Sage Group plc or its affiliates ("Sage") or its licensors. All trademarks mentioned are the property of their respective owners. Use of non-Sage trademarks is not an endorsement of any person or product.