All open punchlist items for the responsible company Microsoft Word template

Default templates and upload category

Default Microsoft Word template: Punchlist-ResponsibleCompany.dot
Upload feature category: Punchlist - Responsible Company

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 responsible company

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

Mail merge main table - Punchlist general information

Merge table start and end tags: PunchlistItems

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

Mail merge subtable - Punchlist notes

Merge table start and end tags: Notes

• PunchlistNoteDate
• PunchlistNote