POWER TOOLS Documentation – Subcontract Template/Bookmarking Guide

Before a subcontract can be edited, the document must be unprotected. To unprotect the document, select Review, then Stop Protection.

The document is now available for editing.

In order to create and edit bookmarks, the Developer menu must be turned on. If Developer does not display as an option at the top of the Word doc, turn on Developer by doing the following:

Select File, Options, and Customize Ribbon. Check the Developer button.

Adding Bookmarks in a Form Field

Bookmarks are used to identify and copy a selection of text directly from the subcontract to the written agreement.

To add a bookmark, select the location for the bookmark in the subcontract agreement.Select the Developer tab at the top of the Word docSelect the LegacyTools iconSelect Text Form Field icon

The field selected will display a grey bookmark box. Click to open the bookmark.

The Bookmark field will default to Text. This is the field where the bookmark description will be entered.

Once the Bookmark name is added (in this case convendorname – for Vendor Name), select OK to close the box.The Bookmark field can be formatted just as any other portion of the Word doc. Bold, Underlined, Italicized, etc.

Format by selecting the bookmark (now displaying as the grey box) and select the formatting desired. In the example below, the bookmark is Bold and Underlined.

Inserting Cross Reference

A Bookmark can only be used one time per document. If the bookmark is needed multiple times, a Cross Reference is used.

To insert a Cross Reference, select the location of the cross reference in the document (1)Select the Insert menu from the top of the Word Doc (2)Select Cross Reference (3)Select Bookmark from the Reference Form (4)

The list of Bookmarks used will display. Select the bookmark needed. In this example convendorname.Close the Cross Reference Screen. The Cross Reference will have the same properties as the bookmark (in this example underlined and bold print). However, the cross reference formatting may be edited.

The example below displays both the original Bookmark for vendor name (1) and the Cross Reference to the vendor name Bookmark (2)

Bookmarks outside Form Field

Because a form field limits the formatting to the whole bookmark, bookmarks can be added outside a form field to allow for selective formatting.

There are currently two bookmarks that can be added outside the form field. Scope of WorkExclusions

To add a bookmark outside a form field, unprotect the document. Select InsertSelect BookmarkType the bookmark name and select AddThe bookmark is now in the document and will allow for selective editing. The bookmark will not be highlighted as the formfields are, but is in the document.

When all changes are completed, Save the document, then Protect the document by selecting the Yes, Start Enforcing Protection option. Select OK – leaving the password blank.

Final Result

The printed subcontract example below displays both the original Bookmark for vendor name (1) and the Cross Reference to the vendor name Bookmark (2)

Subcontract Template Formfields/Bookmarks

Bookmark Name DescriptionAmountDollar1 Distribution line item amount 1AmountDollar2 Distribution line item amount 2AmountDollar3 Distribution line item amount 3AmountDollar4 Distribution line item amount 4AmountDollar5 Distribution line item amount 5AmountDollar6 Distribution line item amount 6Attach1 Attachment name for the first attachmentAttach10 next name of attachmentAttach2 next name of attachmentAttach3 next name of attachmentAttach4 next name of attachmentAttach5 next name of attachmentAttach6 next name of attachmentAttach7 next name of attachmentAttach8 next name of attachmentAttach9 next name of attachmentconamountdollar Contract in Dollars & Centsconamounttext Contract Amount written outConArchAddress1 Architect Address 1ConArchAddress2 Architect Address 2ConArchCityStateZip Architect City, ST & ZiptxtArchitectEmail Architect EmailtxtArchitectFax Architect Faxtxtarchitectname Architect NametxtArchitectPhone Architect PhoneConBond Bond field on Add screenConbondrate Bond rateConBusinessType Business TypeconContFullAddress Your full address (address,city,state,zip)ConContractNumber ID NumberConCurrentDate Date subcontract was generatedCondamages Rate of damagesconday Contract DayCondrawdate Drawing dateCondumpsterrate Dumpster rateConEngineerAddress1 Engineer Address line 1ConEngineerAddress2 Engineer Address line 2ConEngineerCity Engineer CityConEngineerEmail Engineer email addressConEngineerFax Engineer fax numberConEngineerName Engineer nameConEngineerPhone Engineer phone numberConEngineerState Engineer StateConEngineerZipCode Engineer Zip CodeEstcomplete Estimated Completion DateconFromaddress1 your address line 1

conFromaddress2 Your address line 2ConFromCity Your CityconFromCompany Contract From (you)conFromCompany2 Another in case you need it twice on ContractconFromCompany3 Another in case you need it again on ContractConfromcompany4 Another in case you need it again on ContractConfromcompany5 Another in case you need it again on ContractConFromFax Your FaxConFromPhone Your PhoneConFromState Your StateConFromZip Your ZipConJobLocation Job Location on AIA screenConmanrate Man hours rateConMonth Contract MonthConOrderNumber Order number on Add screenConOwnaddress1 Owner Address line 1ConOwnaddress2 Ówner Address line 2ConOwnCityStateZip Owner City, St & ZipConownerEmail Owner Email addressConOwnerFax Owner Fax numberconOwnerFullAddress Owner full AddressConOwnerLien Owner Name on AIA tab screenconOwnerName OwnerConOwnername2 Extra Owner nameConOwnername3 Extra Owner nameConOwnerPhone Owner phone numberConownforce Own forcesConpm Project Manager on jobConpm1 Extra Project Manager on jobConpm2 Extra Project Manager on jobConpm3 Extra Project Manager on jobConProjCityStateZip Project City, State ZipconProjectAddress1 Address line 1 of ProjectconProjectAddress2 Address line 2 of ProjectProjCity Project CityProjState Project StateConprojectcounty Project countyconProjectFax Project FaxConProjectName Project NameConProjectName1 Extra Project NameConprojectname2 Extra Project NameConprojectname3 Extra Project NameConprojectname4 Extra Project NameConprojectname5 Extra Project NameConprojectname6 Extra Project NameConProjectNumber Project NumberConprojectnumber1 Project NumberConprojectnumber2 Project NumberConprojectnumber3 Project Number

ConProjectPhone project PhoneConprojfulladdress Full Project AddressConProjManAddress1 Project Managers address line 1ConProjManAddress2 Project Managers address line 2ConProjManager Project Managers nameConProjManagerTitle Project Manager’s TitleConProjManCity Project Managers CityConProjManContact Project Managers contactConProjManEmail Project manager EmailConProjManFax Project Manager fax numberConProjManPhone Project Managers phoneConProjManState Project Managers StateConProjManZipCode Project Managers Zip codeConPropertyDesc Property Description on AIA screenConAdminRequireofProject Special Requirements on Job Misc/AIA pageConRetain RetainageConRetainPercent Retainage in percentageConReturnDate requested return dateConSignedBy Who Created it – User log inConsubforce Sub forcesConsuper Superintendent on jobConsuperphone Superintendent phoneConTitle Their TitleContruckrate Truck rateconVendorAddress1 Vendor Address 1conVendorAddress2 Vendor Address 2conVendorCity Vendor CityConvendorcontact Vendor contactConVendorFax Vendor FaxConvendoremail Vendor Email addressConvendorfulladdress Vendors entire addressconVendorName Vendor NameconVendorName1 Extra vendor nameconvendorname2 Extra vendor nameConvendorname3 Extra vendor nameConvendorname4 Extra vendor nameConvendorname5 Extra vendor nameConVendorPhone Vendor PhoneconVendorState Vendor StateconVendorZip Vendor Zip CodeConYear Contract YearCostCode1,CostCode2, etc. CostCodes assigneddatcontractdate Owner contract date (date located in Project Info)datsubmittalsreqd Date submittals requiredCostcode1 Cost code line 1Costcode2 Cost code line 2Costcode3 Cost code line 3Costcode4 Cost code line 4Costcode5 Cost code line 5

Costcode6 Cost code line 6Description1 CSI code description for distribution line item 1Description2 CSI code description for distribution line item 2Description3 CSI code description for distribution line item 3Description4 CSI code description for distribution line item 4Description5 CSI code description for distribution line item 5Description6 CSI code description for distribution line item 6LineDescription1 Code Description Line 1LineDescription2 Code Description Line 2LineDescription3 Code Description Line 3LineDescription4 Code Description Line 4LineDescription5 Code Description Line 5LineDescription6 Code Description Line 6Qtyx Quantity in distribution line itemUOMx Unit of Measure in distribution lineUnitPricex Unit Price in distribution lineintNumberSubmitReqd Number of Submittals requiredtxtAddenda Addenda (Listed)txtAdminRequireOfProject Administrative requirementstxtalternates Alternates (listed)txtclarifications Any clarifications- Scope of Work field when entering a Subcontracttxtexclusions Any ExclusionstxtFromConEmail Contractors Email AddressTxtpojobref Job # - Order #txtSpecSection Specs Sectiontxttitlecontract Contract title descriptiontxtworktaskname Work or Task NameConownerprojectname Project Info – AIA tab – Owner Project nameSignature1 Signature .pdfHEADER/FOOTERConvendornamehdr Vendor Name in HeaderConprojectnamehdr Project Name in HeaderConordernumberhdr Order Number in HeaderConvendornameftr Vendor Name in FooterConprojectnameftr Project Name in FooterConordernumberftr Order Number in FooterBOOKMARKS OUTSIDE FORM FIELD – USE INSERT, BOOKMARKExclusions Exclusion field in subcontract-allows for complete editing in docScopeofwork Scope of Work field in subcontract-allows complete editing in doc

Subcontract Coverletter Formfields/Bookmarks

Bookmark Name DescriptionCoveraddress1 vendor Address Line 1Coveraddress2 vendor Address Line 2CoverCity Vendor CityCoverContact Vendor ContactCoverContractNumber Contract Number, internal numbering.CoverDateSent Generated dateCoverDrawDate Field Draw Request Date in Project Information, Misc/AIA Lien Info TabCoverDrawDate1 Field Draw Request Date in Project Information, Misc/AIA Lien Info TabCoverFromAddress1 Your Address line 1CoverFromAddress2 Your Address line 2CoverFromCity Your CityCoverFromCompany Your Company NameCoverFromCompany1 Another in case use it more then onceCoverFromCompany2 Another in case use it more then onceCoverFromCompany3 Another in case use it more then onceCoverfromfax Your FaxCoverFromPhone Your PhoneCoverFromState Your StateCoverFromZipCode Your ZipcoverPM Project Mangers nameCoverProjectName Project NameCoverProjectNumber Project NumberCoverProjectPhone Project Phone number pulling from Project Information, Project Addresses tabCoverReturnDate Expected document Return DateCoverSignedBy Who is Logged in and creating thisCoverState Vendor StateCoverSuperName Superintendents name assigned to the project. Pulling from Project Information,

Project Addresses tabCoverTitle Their TitleCoverVendorName Vendor NameCoverZipcode vendor Zip