Meeting details Microsoft Word template

Default templates 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

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 - Meetings general information

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

Bookmarks - Next planned meeting

  • MeetingNextMtgDate
  • MeetingNextMtgTime
  • MeetingNextMtgLocation

Mail merge table - Meeting attendees

Merge table start and end tags: MeetingAttendees

  • MeetingAttendeeCompanyName
  • MeetingAttendeeContactName
  • MeetingAttendeePresent
  • MeetingAttendeeInvited
  • MeetingAttendeeInvitedDate

Mail merge table - Meeting new business items

Merge table start and end tags: NewBusinessItems

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

Mail merge table - Meeting 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