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