Microsoft Word Template - Bills
Default Templates
Bill Details
Default Word Document: Bill.dot
Upload Feature Category: Bill
Bill Lien Waiver - Conditional Final
Default Word Document: Bill-LienWaiver-CondFinal.dot
Upload Feature Category: Bill - Lien Waiver - Conditional Final
Bill Lien Waiver - Unconditional Final
Default Word Document: Bill-LienWaiver-UncondFinal.dot
Upload Feature Category: Bill - Lien Waiver - Unconditional Final
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 - Prime Contract Number, Type, Subject, and Scope
- PrimeContractNumber
- PrimeContractType
- PrimeContractWorkSubject
- PrimeContractWorkScope
- PrimeContractInclusions
- PrimeContractExclusions
- PrimeContractClarifications
- PrimeContractOwnerPORef
Bookmarks - Prime Contract Specific Address
- PrimeContractAddress1
- PrimeContractAddress2
- PrimeContractCity
- PrimeContractState
- PrimeContractZipCode
- PrimeContractCountry
- PrimeContractPhone
- PrimeContractFax
Bookmarks - Prime Contract - Referenced Owner or Client
- OwnerPrefix
- OwnerFirstName
- OwnerMiddleName
- OwnerLastName
- OwnerSuffix
- OwnerContact
- OwnerTitle
- OwnerMobilePhone
- OwnerEmail
- OwnerCompanyCode
- OwnerCompany
- OwnerAddress1
- OwnerAddress2
- OwnerCity
- OwnerState
- OwnerZipCode
- OwnerCountry
- OwnerPhone
- OwnerPhone2
- OwnerFax
- OwnerWebsite
- OwnerGovTaxID
Special e-Sign Bookmark (Contract Admin and Procurement Templates Only):
Bookmarks listed below must use a white font so the e-Sign Tag is clearly visible and not obstructed.
- OwnerE_Signature
- OwnerE_SignatureDate
- OwnerE_Initial
Bookmarks - From Company/Contact (Supplier)
- FromPrefix
- FromFirstName
- FromMiddleName
- FromLastName
- FromSuffix
- FromContact
- FromTitle
- FromMobilePhone
- FromEmail
- FromCompanyCode
- FromCompany
- FromAddress1
- FromAddress2
- FromCity
- FromState
- FromZipCode
- FromCountry
- FromPhone
- FromPhone2
- FromFax
- FromWebsite
- FromGovTaxID
Special e-Sign Bookmark (Contract Admin and Procurement Templates Only):
Bookmarks listed below must use a white font so the e-Sign Tag is clearly visible and not obstructed.
- FromE_Signature
- FromE_SignatureDate
- FromE_Initial
Bookmarks - To Company/Contact (Prime Contractor | Your Company)
- ToPrefix
- ToFirstName
- ToMiddleName
- ToLastName
- ToSuffix
- ToContact
- ToTitle
- ToMobilePhone
- ToEmail
- ToCompanyCode
- ToCompany
- ToAddress1
- ToAddress2
- ToCity
- ToState
- ToZipCode
- ToCountry
- ToPhone
- ToPhone2
- ToFax
- ToWebsite
- ToGovTaxID
Special e-Sign Bookmark (Contract Admin and Procurement Templates Only):
Bookmarks listed below must use a white font so the e-Sign Tag is clearly visible and not obstructed.
- ToE_Signature
- ToE_SignatureDate
- ToE_Initial
Bookmarks - General Bill Information
- BillNumber
- BillDate
- BillType
- BillSubject
- BillTerms
- BillDueDate
- BillPrintComments
- BillPOReference
- BillInternalComments
- BillSubtotal
- BillTax
- BillTotal
Bookmarks - Breakdown of BillTax Per Tax Code
Click here for details.
Mail Merge Table - Bill Line Items
Merge Table Start and End Tags: BillItems
- ItemNumber
- ItemCode
- ItemUPC
- ItemManufacturer
- ItemManufacturerPartNumber
- ItemDescription
- ItemUnit
- ItemQuantity
- ItemUnitPrice
- ItemSubtotal
- ItemTaxTotal
- ItemTotal
- ItemCostCode
- ItemCostResource
- ItemTaxCode
- ItemBillableStatus
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