Permits Microsoft Word template

Default templates and upload category

Default Microsoft Word template: 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

Learn more about your options here.

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

For example, government agency, building department, and so on.

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