Microsoft Word Template - Permits

Default Template

Default Word Document: Permit.dot
Upload Feature Category: Permits

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 - Permits - General Information

PermitType
ApplicationNumber
ApplicationDate
PermitNumber
PermitDate
PermitSubject
PermitRefPrimeContract
PermitComments

Bookmarks - Permits - Pulled By Company / Contact

Address fields refer to the Company's Ship Address.

PulledByPrefix
PulledByFirstName
PulledByMiddleName
PulledByLastName
PulledBySuffix
PulledByContact
PulledByTitle
PulledByMobilePhone
PulledByEmail
PulledByCompanyCode
PulledByCompany
PulledByAddress1
PulledByAddress2
PulledByCity
PulledByState
PulledByZipCode
PulledByCountry
PulledByPhone
PulledByPhone2
PulledByFax
PulledByWebsite
PulledByGovTaxID

Bookmarks - Permits - Issued By Company / Contact (ex. Goverment Agency, Building Department)

Address fields refer to the Company's Ship Address.

PulledByPrefix
PulledByFirstName
PulledByMiddleName
PulledByLastName
PulledBySuffix
PulledByContact
PulledByTitle
PulledByMobilePhone
PulledByEmail
PulledByCompanyCode
PulledByCompany
PulledByAddress1
PulledByAddress2
PulledByCity
PulledByState
PulledByZipCode
PulledByCountry
PulledByPhone
PulledByPhone2
PulledByFax
PulledByWebsite
PulledByGovTaxID

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.