Submittal response to originator Microsoft Word template

This template is for sending the submittal back to the originator to communicate the status, that is approved, approved as noted, rejected, and so on.

Default templates and upload category

Default Microsoft Word template: Submittal-ToOriginator-Responses.dot
Upload feature category: Submittal - To Originator - Responses

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 - 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)

• OriginatorPrefix
• OriginatorFirstName
• OriginatorMiddleName
• OriginatorLastName
• OriginatorSuffix
• OriginatorContact
• OriginatorTitle
• OriginatorMobilePhone
• OriginatorEmail
• OriginatorCompanyCode
• OriginatorCompany
• OriginatorAddress1
• OriginatorAddress2
• OriginatorCity
• OriginatorState
• OriginatorZipCode
• OriginatorCountry
• OriginatorPhone
• OriginatorPhone2
• OriginatorFax
• OriginatorWebsite
• OriginatorGovTaxID

Bookmarks - Submittal general information

• SubmittalNumber
• SubmittalIssueDate
• SubmittalType
• SubmittalSubject
• SubmittalDescription
• SubmittalClosed

Mail merge table - Submittal items

Merge table start and end tags: SubmittalItems

• ItemNumber
• ItemCode
• ItemUPC
• ItemManufacturer
• ItemManufacturerPartNumber
• ItemDescription
• ItemQuantity
• ItemUnit
• ItemDueDate
• ItemRefPrimeContract
• ItemRefCO
• ItemRefSubcontract
• ItemRefSCO
• ItemRefDrawing
• ItemRefLocation
• ItemRefSpecSection
• ItemRefOther
• ItemStatus

Mail merge table - Submittal respondents and comments

Merge table start and end tags: SubmittalResponses

• RespondentCompany
• RespondentContact
• RespondentBusinessPhone
• RespondentBusinessFax
• RespondentEmail
• SubmittalSentDateToRespondent
• SubmittalResponseDue
• SubmittalDateResponded
• SubmittalComment

• ccRespondentCompany

• ccRespondentContact

• ccRespondentBusinessPhone

• ccRespondentEmail