Microsoft Word Template - Meeting Details

Default Template

Default Word Document: 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

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 - Meetings - General Information

• MeetingNumber
• MeetingType
• MeetingDate
• MeetingStartTime
• MeetingFinishTime
• MeetingRefPrimeContract
• MeetingSubject
• MeetingPurpose
• MeetingLocation
• MeetingFacilitatorCompany
• MeetingFacilitatorContact
• MeetingNoteTakerCompany
• MeetingNoteTakerContact

Bookmarks - Meetings - Next Planned Meeting

• MeetingNextMtgDate
• MeetingNextMtgTime
• MeetingNextMtgLocation

Mail Merge Table - Meetings - Meeting Attendees

Merge Table Start and End Tags: MeetingAttendees

• MeetingAttendeeCompanyName
• MeetingAttendeeContactName
• MeetingAttendeePresent
• MeetingAttendeeInvited
• MeetingAttendeeInvitedDate

Mail Merge Table - Meetings - New Business Items

Merge Table Start and End Tags: NewBusinessItems

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

Mail Merge Table - Meetings - Old Business Items

Merge Table Start and End Tags: OldBusinessItems

• OldItemNumber
• OldItemCategory
• OldItemSubject
• OldItemDiscussion
• Audit Trail of Meeting Comments:
  • Mail Merge Sub-Table Start and End Tags: OldItemPreviousDiscussions
  • Mail Merge Sub-Table Fields:
    • MeetingNumber
    • MeetingDate
    • Comments
    • ResponsibleCompany
    • ResponsibleContact
    • DueDate
• OldItemConclusion
• OldItemClosed

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.