There are a number of aliases that retrieve information from a Contact Record through its project role or document address connection
You can use the Contact prefixes shown below in front of any of these bookmarks:
| Bookmark that takes prefix | Who |
| DocHeader_ResponsibleParty | Person who is the document’s Responsible Party |
| DocHeader_SourceContact | Person who is the document’s Source Contact |
| DocHeader_OwnerApprover | Person who is the document’s Owner Approver |
| DocHeader_LastStatusBy | Person who last changed the document’s status (internal field) |
| DocHeader_EditUser | Person who has the document open at the moment (internal field) |
| DocRevision_FromUser | Person who created the document (internal field) |
| DocItem_LastStatusBy | Person who last changed the item’s status (internal field) |
| DocItem_ResponsibleParty | Person who is the Item’s Responsible Party |
| DocRoute_UserKey | Person to whom the document is routed in this step (internal field) |
| DocRoute_ByUser | Person who specified the user of a transmittal (internal field) |
| DocRoute_FromUser | Person who added this person to the route |
| DocMeetingAttendee_UserKey | Attendee on Meeting Minutes document Note: This does not support “free form” attendees (so avoid this choice if you need free form names. Use DocMeetingAttendee_AttendeeName for non-contact names, but be aware that AttendeeName cannot take any prefix) |
| ToAddr_UserKey | To “To” Addressee on the document |
| FromAddr_UserKey | The “From” Addressee on the document |
| ShipAddr_UserKey | The “Ship To” Adressee on the document |
| AccountantAddr_UserKey | Person who has a role with the Accountant Responsibility |
| AltCMAddr_UserKey | Person who has a role with the Alternate CM Responsibility |
| AltPMAddr_UserKey | Person who has a role with the Alternate PM Responsibility |
| ArchitectAddr_UserKey | Person who has a role with the Architect Responsibility |
| AssociateAddr_UserKey | Person who has a role with the Associate Responsibility |
| BonderAddr_UserKey | Person who has a role with the Bonder Responsibility |
| CMAddr_UserKey | Person who has a role with the Construction Manager Responsibility |
| ComplianceAddr_ | Person who has a role with the Compliance Manager Responsibility |
| DevMgrAddr_UserKey | Person who has a role with the Development Manager Responsibility |
| EngineerAddr_UserKey | Person who has a role with the Project Engineer Responsibility |
| ExecutiveAddr_UserKey | Person who has a role with the Senior Executive Responsibility |
| GCAddr_UserKey | Person who has a role with the General Contractor Responsibility |
| JuniorPMAddr_UserKey | Person who has the role with the Junior PM Responsibility |
| LenderAddr_UserKey | Person who has a role with the Lender Responsibility |
| NotaryAddr_UserKey | Person who has a role with the Notary Responsibility |
| OPSMgrAddr_UserKey | Person who has a role with the Operations Manager Responsibility |
| OwnerAddr_UserKey | Person who has a role with the Owner Responsibility |
| OwnerTeamAddr_UserKey | Person who has a role with the OwnerTeam Responsibility |
| ParticipantAddr_UserKey | Person who has a role with the Participant Responsibility |
| PGMManagerAddr_UserKey | Person who has a role with the Program Manager Responsibility |
| PMAddr_UserKey | Person who has a role with the Project Manager Responsibility |
| PurchaserAddr_UserKey | Person who has a role with the Purchaser Responsibility |
| SafetyAddr_UserKey | Person who has a role with the Safety Responsibility |
| SeniorPMAddr_UserKey | Person who has a role with the Senior PM Responsibility |
| StaffAddr_UserKey | Person who has a role with the Project Staff Responsibility |
| SubmittalsAddr_ | Person who has a role with the Submittals Manager Responsibility |
| SuperAddr_UserKey | Person who has a role with the Superintendent Responsibility) |
| ProjectCustomerAddr_UserKey | Person who is the Customer on the Project Setup/Contract |
| RPartyAddr_UserKey | Person who is document’s Responsible Party (same as DocHeader_ResponsibleParty) |
| SrcConAddr_UserKey | Person who is document’s Source Contact (same as DocHeader_SourceContact) |
| ExtAppr_UserKey | Person who is document’s Owner Approver (same as DocHeader_OwnerApprover) |
| SucontractDetails_Subcontractor | Person who is the Vendor on a Commitment |
| DocAttachedFile_CheckOutUser | Person who last checked out the file that is attached to the document |
| DocAttachedFile_SourceContact | Person who is the Source Contact associated with an attachment |
| ToRoute_UserKey | Person to whom the document is routed in this step (internal field) |
| ToRoute_ByUser | Person who specified the use of a transmittal |
| ToRoute_FromUser | Person who added this routee with transmittal to the route |
Prefixes: |
|
| DV_ | The name of the Contact / From User / Current User / Responsible Party / Source Contact, respectively |
| DADD_ | The following information for the Contact:
Street Address1 |
| DCO_ | The Company of the Contact |
| DCAL_ | The preferred phone number for the Contact |
| DCNTY_ | The county of the contact |
| DCEL_ | The cell phone number for the Contact |
| DCUS_ | The Customer ID of the Contact |
| DEMAIL_ | The email of the Contact |
| DEMP_ | The Employee ID of the Contact |
| DFAM_ or DNIC_ | The Familiar Name/Nickname of the Contact |
| DFAX_ | The fax number for the Contact |
| DKEY_ | The GUID of the Contact |
| DKEYAT_ | The “primary person” at the source company of the Contact / From Person / Current User / Responsible Party / Source Contact respectively |
| DLOGIN | The Login ID of the user |
| DPCN_ | The Contact’s preferred contact number (either Phone or Cell) |
| DPHO_ | The phone number for the Contact |
| DSAL_ | The salutation of the Contact |
| DSIG_ | The Signature of the Contact |
| DSORT_ (and DSUR_) [V23+] | The Sort field of the Contact. This is often just the surname of the Contact |
| DTI_ | The Title of the Contact |
| DVEN_ | The Vendor ID of the Contact |
| DWEB_ | The Web URL of the Contact |