Microsoft Word Template - Individual Punchlist
Default Template
Default Word Document: Punchlist-Individual.dot
Upload Feature Category: Punchlist - Individual
Important Things To Know Regarding Bookmarks and Mail Merge Fields
- All Bookmarks and Mail Merge Fields are optional.
- Bookmarks can be repeated with no limit on the number of times. Examples:
- 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
Only linked files and images that have grant access checked will be shown in the report.
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
Example Microsoft Word Template Showing Both Mail Merge Table Options