All open punchist items by location Microsoft Word template
Default template and upload category
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Default Microsoft Word template: Punchlist-Location.dot
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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
Project classifications can be inserted using either bookmark or a mail merge table. Learn more about the project classification bookmarks and mail merge options.
Bookmarks
General project information
- ProjectNumber
- ProjectTitle
- ProjectDescription
- ProjectAddress1
- ProjectAddress2
- ProjectCity
- ProjectState
- ProjectZipCode
- ProjectCountry
- ProjectPhone
- ProjectFax
Project bid date, plan room info, estimated dates, and stakeholders
- ProjectOwnerBidDate
- ProjectOwnerBidTime
- ProjectPlanRoomInfo
- ProjectStartDate
- ProjectFinishDate
- ProjectSalesPerson
- ProjectSalesPersonMobilePhone
- ProjectSalesPersonEmailAddress
- ProjectBidContact
- ProjectBidContactMobilePhone
- ProjectBidContactEmailAddress
- ProjectManager
- ProjectManagerMobilePhone
- ProjectManagerEmailAddress
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
Punchlist location
- PunchlistLocation
Mail merge 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 sub-table
Punchlist notes
Merge sub-table start and end tags: Notes
- PunchlistNoteDate
- PunchlistNote