Microsoft Word Template - Individual Punchlist

Default Template

Default Word Document: Punchlist-Individual.dot
Upload Feature Category: Punchlist - Individual

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 - From Company / Contact (Sage Construction Management User)

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

Bookmarks - Punchlist - General Information

PunchlistNumber
PunchlistRefPrimeContract
PunchlistInspectionDate
PunchlistLocation
PunchlistDescription
PunchlistDueDate
PunchlistClosed
PunchlistClosedDate

Bookmarks - Punchlist - Responsible Company/Contact

ResponsiblePrefix
ResponsibleFirstName
ResponsibleMiddleName
ResponsibleLastName
ResponsibleSuffix
ResponsibleContact
ResponsibleTitle
ResponsibleMobilePhone
ResponsibleEmail
ResponsibleCompanyCode
ResponsibleCompany
ResponsibleAddress1
ResponsibleAddress2
ResponsibleCity
ResponsibleState
ResponsibleZipCode
ResponsibleCountry
ResponsiblePhone
ResponsiblePhone2
ResponsibleFax
ResponsibleWebsite
ResponsibleGovTaxID

Mail Merge Table - Punchlist - Inspectors

Merge Table Start and End Tags: Inspectors

InspectorCompany
InspectorPhone
InspectorContact
InspectorTitle
InspectorMobilePhone
InspectorEmail

Mail Merge Table - Punchlist - Notes

Merge Table Start and End Tags: Notes

PunchlistNoteDate
PunchlistNote

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.