Detail report Word templates

Detail reports are used for printing out individual project records, such as an estimate proposal, change order, or progress invoice. These type of reports are based on Microsoft Word and data from Sage Construction Management is populated in the document using bookmarks and mail merge tables.

Detail report template files

• Download Sage Construction Management default Word templates (ZIP).
• Download Canadian Contract Admin and Procurement templates with GST and PST broken out (ZIP).
• Download DocuSign specific Sage Construction Management default Word templates (ZIP).

Template bookmarks and mail merge fields

• Contact Management module templates.
• Leads and Projects module templates.
• Estimating module templates.
• Contract Administration module templates.
• Procurement module templates.
• Correspondence module templates.
• Documentation module templates.
• QC and Safety module templates.

Special template bookmarks and mail merge fields

• Canadian Word templates for Contract Admin and Procurement module features with tax totals broken out.

Template configuration options

• Display the corporate logo on reports.
• Upload report templates to Sage Construction Management.
• Print or export detailed reports.

• Mail merge fields for linked documents and images in detail report templates.

• Show bookmarks in Microsoft Word.
• Insert bookmarks in Microsoft Word templates.
• Delete bookmarks from Microsoft Word templates.
• Insert mail merge fields in Microsoft Word.
• Customize mail merge date and currency formats in Microsoft Word.
• Remove the MERGEFORMAT switch from the merge fields of a Microsoft Word template.