Microsoft Word Template - Project Checklist

Default Template

Default Word Document: Checklist.dot
Upload Feature Category: Checklist

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

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

The report includes only linked files and images that have the grant access option selected.

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

Microsoft Word template example including both mail merge table options.