Issue details Microsoft Word template

This template is used for printing the issue details. Both the items and companies involved are displayed in a table format.

Default templates and upload category

Default Microsoft Word template: IssuesDetails.dot
Upload feature category: Issue Details

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 - Issues 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 - Issues general information

  • IssueDate
  • IssueNumber
  • IssueSubject
  • IssueType
  • IssuePriority
  • IssueDescription
  • IssueDueDate

Bookmarks - Issues reference fields

  • IssueRefPrimeContract
  • IssueRefCO
  • IssueRefSubcontract
  • IssueRefSCO
  • IssueRefDrawing
  • IssueRefLocation
  • IssueRefSpecSection
  • IssueRefOther

Bookmarks - Issues resolution, status, and impact

  • IssueResolution
  • IssueStatus
  • IssueTotalImpact

Mail merge table - Issue companies involved

Merge table start and end tags: IssueCompanies

  • Company
  • Contact
  • BusinessPhone
  • Email

Mail merge table - Issue items

Merge table start and end tags: IssueItems

  • ItemRef
  • ItemDate
  • ItemDescription
  • ItemImpact
  • ItemDueDate