Meeting details Microsoft Word template

Default templates and upload category

Default Microsoft Word template: MeetingDetails.dot
Upload feature category: Meeting Minutes

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 - Meetings general information

• MeetingNumber
• MeetingType
• MeetingDate
• MeetingStartTime
• MeetingFinishTime
• MeetingRefPrimeContract
• MeetingSubject
• MeetingPurpose
• MeetingLocation
• MeetingFacilitatorCompany
• MeetingFacilitatorContact
• MeetingNoteTakerCompany
• MeetingNoteTakerContact

Bookmarks - Next planned meeting

• MeetingNextMtgDate
• MeetingNextMtgTime
• MeetingNextMtgLocation

Mail merge table - Meeting attendees

Merge table start and end tags: MeetingAttendees

• MeetingAttendeeCompanyName
• MeetingAttendeeContactName
• MeetingAttendeePresent
• MeetingAttendeeInvited
• MeetingAttendeeInvitedDate

Mail merge table - Meeting new business items

Merge table start and end tags: NewBusinessItems

• MeetingItemNumber
• MeetingItemCategory
• MeetingItemSubject
• MeetingItemDiscussion
• MeetingItemConclusion
• MeetingItemResponsibleCompany
• MeetingItemResponsibleContact
• MeetingItemDueDate
• MeetingItemClosed

Mail merge table - Meeting old business items

Merge table start and end tags: OldBusinessItems

• OldItemNumber
• OldItemCategory
• OldItemSubject
• OldItemDiscussion
• Audit trail of meeting comments:
  • Mail merge sub-table start and end tags: OldItemPreviousDiscussions
  • Mail merge sub-table fields:
    • MeetingNumber
    • MeetingDate
    • Comments
    • ResponsibleCompany
    • ResponsibleContact
    • DueDate
• OldItemConclusion
• OldItemClosed