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