Submittal to originator items request email template
This is for requesting the submittal items, such as shop drawings, specs, and mockups, from the originator to be later forwarded on to the architect/owner.
Default template
Default template: Submittal_ToOriginator_ItemsRequest.html
Upload feature category:Submittal Request To Originator
Bookmark formatting
All bookmarks and fields within a table must be enclosed with squiggly brackets {} as shown in the example below.
- Bookmark Name: ProjectNumber
- Bookmark in HTML Template: {ProjectNumber}
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
- ProjectSalesPersonTitle
- ProjectBidContact
- ProjectBidContactMobilePhone
- ProjectBidContactEmailAddress
- ProjectBidContactTitle
- ProjectManager
- ProjectManagerMobilePhone
- ProjectManagerEmailAddress
- ProjectManagerTitle
Bookmarks - Submittal from company/contact (coordinated by)
- FromPrefix
- FromFirstName
- FromMiddleName
- FromLastName
- FromSuffix
- FromContact
- FromTitle
- FromMobilePhone
- FromEmail
- FromCompanyCode
- FromCompany
- FromAddress1
- FromAddress2
- FromCity
- FromState
- FromZipCode
- FromCountry
- FromPhone
- FromPhone2
- FromFax
- FromWebsite
- FromGovTaxID
Bookmarks - Submittal to company/contact (originator)
- ToPrefix
- ToFirstName
- ToMiddleName
- ToLastName
- ToSuffix
- ToContact
- ToTitle
- ToMobilePhone
- ToEmail
- ToCompanyCode
- ToCompany
- ToAddress1
- ToAddress2
- ToCity
- ToState
- ToZipCode
- ToCountry
- ToPhone
- ToPhone2
- ToFax
- ToWebsite
- ToGovTaxID
Bookmarks - General submittal information
- SubmittalNumber
- SubmittalIssueDate
- SubmittalType
- SubmittalSubject
- SubmittalDescription
Table - Submittal items
Table Start Tag: {ItemTable}
- ItemNumber
- ItemDescription
- ItemQuantity
- ItemUnit
- ItemUPC
- ItemManufacturer
- ItemManufacturerCatalogNum
- ItemRefPrimeContract
- ItemRefCO
- ItemRefSubcontract
- ItemRefSCO
- ItemRefDrawing
- ItemRefLocation
- ItemRefSpecSection
- ItemRefOther
- ItemStatus
- ItemDueDate (date required by the originator)