Meeting details Microsoft Word template
Related information
Related topics
Default template and upload category
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Default Microsoft Word template: MeetingDetails.dot
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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
General project information
- ProjectNumber
- ProjectTitle
- ProjectDescription
- ProjectAddress1
- ProjectAddress2
- ProjectCity
- ProjectState
- ProjectZipCode
- ProjectCountry
- ProjectPhone
- ProjectFax
Project bid date, plan room info, estimated dates, and stakeholders
- ProjectOwnerBidDate
- ProjectOwnerBidTime
- ProjectPlanRoomInfo
- ProjectStartDate
- ProjectFinishDate
- ProjectSalesPerson
- ProjectSalesPersonMobilePhone
- ProjectSalesPersonEmailAddress
- ProjectBidContact
- ProjectBidContactMobilePhone
- ProjectBidContactEmailAddress
- ProjectManager
- ProjectManagerMobilePhone
- ProjectManagerEmailAddress
Meetings general information
- MeetingNumber
- MeetingType
- MeetingDate
- MeetingStartTime
- MeetingFinishTime
- MeetingRefPrimeContract
- MeetingSubject
- MeetingPurpose
- MeetingLocation
- MeetingFacilitatorCompany
- MeetingFacilitatorContact
- MeetingNoteTakerCompany
- MeetingNoteTakerContact
Next planned meeting
- MeetingNextMtgDate
- MeetingNextMtgTime
- MeetingNextMtgLocation
Mail merge table
Meeting attendees
Merge table start and end tags: MeetingAttendees
- MeetingAttendeeCompanyName
- MeetingAttendeeContactName
- MeetingAttendeePresent
- MeetingAttendeeInvited
- MeetingAttendeeInvitedDate
Meeting new business items
Merge table start and end tags: NewBusinessItems
- MeetingItemNumber
- MeetingItemCategory
- MeetingItemSubject
- MeetingItemDiscussion
- MeetingItemConclusion
- MeetingItemResponsibleCompany
- MeetingItemResponsibleContact
- MeetingItemDueDate
- MeetingItemClosed
Meeting old business items
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