Microsoft Word Template - Comply Notices

Default Template

Default Word Document: ComplyNotice.dot
Upload Feature Category: Comply Notice


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 - Comply Notice - From Company/Contact

  • FromPrefix
  • FromFirstName
  • FromMiddleName
  • FromLastName
  • FromSuffix
  • FromContact
  • FromTitle
  • FromMobilePhone
  • FromEmail
  • FromCompanyCode
  • FromCompany
  • FromAddress1
  • FromAddress2
  • FromCity
  • FromState
  • FromZipCode
  • FromCountry
  • FromPhone
  • FromPhone2
  • FromFax
  • FromWebsite
  • FromGovTaxID

Bookmarks - Comply Notice - To Company/Contact (Respondent)

  • ToPrefix
  • ToFirstName
  • ToMiddleName
  • ToLastName
  • ToSuffix
  • ToContact
  • ToTitle
  • ToMobilePhone
  • ToEmail
  • ToCompanyCode
  • ToCompany
  • ToAddress1
  • ToAddress2
  • ToCity
  • ToState
  • ToZipCode
  • ToCountry
  • ToPhone
  • ToPhone2
  • ToFax
  • ToWebsite
  • ToGovTaxID

Bookmarks - Comply Notice - General Information

  • ComplyNoticeNumber
  • ComplyNoticeType
  • ComplyNoticeDate
  • ComplyNoticeSubject
  • ComplyNoticeBody
  • ComplyNoticeDueDate
  • ComplyNoticeResponseDate
  • ComplyNoticeResponse
  • ComplyNoticeConclusion
  • ComplyNoticeClosed
  • ComplyNoticeClosedDate

Bookmarks - Comply Notice - Reference Fields

  • ComplyNoticeRefPrimeContract
  • ComplyNoticeRefCO
  • ComplyNoticeRefSubcontract
  • ComplyNoticeRefSCO
  • ComplyNoticeRefDrawing
  • ComplyNoticeRefLocation
  • ComplyNoticeRefSpecSection
  • ComplyNoticeRefOther

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.