Microsoft Word Template - Project Checklist
Default Template
Default Word Document: Checklist.dot
Upload Feature Category: Checklist
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 - Checklist - General Information
- ChecklistName
- ChecklistReviewDate
- ChecklistRefPrimeContract
Bookmarks - Checklist - Reviewer Company / Contact
Address fields refer to the Company's Ship Address.
- ChecklistReviewerPrefix
- ChecklistReviewerFirstName
- ChecklistReviewerMiddleName
- ChecklistReviewerLastName
- ChecklistReviewerSuffix
- ChecklistReviewerContact
- ChecklistReviewerTitle
- ChecklistReviewerMobilePhone
- ChecklistReviewerEmail
- ChecklistReviewerCompanyCode
- ChecklistReviewerCompany
- ChecklistReviewerAddress1
- ChecklistReviewerAddress2
- ChecklistReviewerCity
- ChecklistReviewerState
- ChecklistReviewerZipCode
- ChecklistReviewerCountry
- ChecklistReviewerPhone
- ChecklistReviewerPhone2
- ChecklistReviewerFax
- ChecklistReviewerWebsite
- ChecklistReviewerGovTaxID
Mail Merge Table - Checklist - Items
Merge Table Start and End Tags: ChecklistItem
- ChecklistItemNumber
- ChecklistItemSection
- ChecklistItemDescription
- ChecklistItemCheckedDate
- ChecklistItemDueDate
- ChecklistItemChecked
- ChecklistItemComments
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