All open punchist items by location Microsoft Word template

Default Template

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

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 - 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 location

  • PunchlistLocation

Mail merge main table - Punchlist general information

Merge table start and end tags: PunchlistItems

  • PunchlistNumber
  • PunchlistRefPrimeContract
  • PunchlistInspectionDate
  • PunchlistDescription
  • PunchlistDueDate
  • PunchlistClosed
  • PunchlistClosedDate

Responsible company/contact mail merge fields

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

Mail merge subtable - Punchlist notes

Merge table start and end tags: Notes

  • PunchlistNoteDate
  • PunchlistNote