Microsoft Word Template - Meeting Details
Default Template
Default Word Document: MeetingDetails.dot
Upload Feature Category: Meeting Minutes
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 - 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
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