Document Template Key Fields (Legacy Submittal & Advantage Reports Tool)

*Note: The legacy Submittal and Advantage Reports tool will be obsolete by January 2022. We recommend Setting Up the New Submittal & Advantage Reports Tool as soon as possible and familiarizing yourself with the interface and usage.

Feature: Document Template Key Fields

Environment: Legacy Submittal & Advantage Reports Tool

Many of the Microsoft Word-based reports support the use of key fields in the report template. Key fields are placeholder text that auto-populate the document template fields with the appropriate system data at the time of report generation.

The following documents use key fields to automatically pull data from the project: 

  • All Cover Sheets
  • Door and Frame Submittal
  • Bid Proposal
  • Quote Request
  • Hardware Preamble
  • Door and Frame Preamble
  • Submittal Templates

To use the key fields, copy and paste the key fields from the table below into the master document. Always include the brackets { } and use capital letters for the key field name. The master documents are the document template files that the Report window uses to generate reports. Any changes to the master documents affect all documents generated by the system from that point forward.

The master document templates location is:

<Common Folder Location>\Common\Templates\

The <Common Folder Location> is the common folder location for your Opening Suite installation. You can locate the common folder location via the top toolbar in Advantage:

Advantage > Help > About Comsense Advantage in Advantage

In this Templates folder there are many subfolders that are associated with the various report types. To modify the report template:

  1. Find the folder for the appropriate report type
  2. Open the document in Word
  3. Add the key field(s) in the appropriate locations
  4. Save the document

*Note: Make a backup copy of any template file before making any changes.

Key Field Definition Notes
{ARCADDR} Architect address Lines of address appear on separate lines
{ARCADDR1}

Architect address

Lines of address appear on one line separated by commas
{ARCCODE} Architect code  
{ARCCTRY} Architect country  
{ARCCTY} Architect city  
{ARCEMAIL} Architect email  
{ARCFAX} Architect fax  
{ARCNAME} Architect name  
{ARCTEL} Architect telephone  
{ARCZIP} Architect Zip/Postal Code  
{ARCPRST} Architect Province/State  
{BIDTOTAL} Total bid amount  
{CMPADDR} Company address Lines of address appear on separate lines
{CMPADDR1} Company address Lines of address appear on one line separated by commas
{CMPCODE} Company code  
{CMPCTRY} Company country  
{CMPEMAIL} Company email  
{CMPFAX} Company fax  
{CMPNAME} Company name  
{CMPPRST} Company Province/State  
{CMPTEL} Company telephone  
{CMPZIP} Company Zip/Postal Code  
{CSTADDR} Customer address Lines of address appear on separate lines
{CSTADDR1} Customer address Lines of address appear on one line separated by commas
{CSTCODE} Customer code  
{CSTCTRY} Customer country  
{CSTCTY} Customer city  
{CSTEMAIL} Customer email  
{CSTFAX} Customer fax  
{CSTNAME} Customer name  
{CSTTEL} Customer telephone  
{CSTPRST} Customer Province/State  
{CSTZIP} Customer Zip/Postal Code  
{DETAILER} Primary detailer's name  
{DIVADDR} Division address Lines of address appear on separate lines
{DIVADDR1} Division address Lines of address appear on one line separated by commas
{DIVCODE} Division code  
{DIVCTRY} Division country  
{DIVCTY} Division city  
{DIVEMAIL} Division email  
{DIVFAX} Division fax  
{DIVNAME} Division name  
{DIVPRST} Division Province/State  
{DIVTEL} Division telephone  
{DIVZIP} Division Zip/Postal Code  
{DODGE} Dodge code  
{ESTIMATOR} Primary estimator's name  
{INSALES} Primary inside salesperson's name  
{OUTSALES} Primary outside salesperson's name  
{PRJADDR} Project address Lines of address appear on their own line
{PRJADDR1} Project address Lines of address appear on one line separated with commas
{PRJCODE} Project code  
{PRJCTRY} Project country  
{PRJCTY} Project city  
{PRJEMAIL} Project email  
{PRJFAX} Project fax  
{PRJMGR} Primary project manager's name  
{PRJNAME} Project name  
{PRJPRST} Project Province/State  
{PRJTEL} Project telephone  
{PRJZIP} Project Zip/Postal Code  
{SPECWRTR} Spec writer's name  
{SUPADDR} Supplier address Lines of address appear on their own line
{SUPADDR1} Supplier address Lines of address appear on one line separated by commas
{SUPCODE} Supplier code  
{SUPCTRY} Supplier country  
{SUPCTY} Supplier city  
{SUPEMAIL} Supplier email  
{SUPFAX} Supplier fax  
{SUPNAME} Supplier name  
{SUPPRST} Supplier Province/State  
{SUPTEL} Supplier telephone  
{SUPZIP} Supplier Zip/Postal Code  
{USERCODE} Usercode of person printing report  
{USERNAME} User name of user printing report  
Report Key Fields

Additional Comments

 

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Comments

  • Avatar
    Milt Allred
    Purchase Order and Packing Slip templates will not accept these key fields.