Collection tables

You can add multiple items to a vendor, supporting documents, associations, or workflow approvals section of a template by using a collection table. You can create collection tables in Word or Excel that include those items and place them into the template.

A collection table contains collection tags specific to a template type. General tags cannot be used in a collection table. The Change writer searches the information in the Change application and returns the values in the table. Collection tags are specific to the template type. A collection table can have tags for one table type only, but a template can have multiple tables. For example, a Potential Change Order template type can have tables for vendors and supporting documents, but the tables can include only the tags for its table type. The vendors table can have only the tags for the Vendors table type, and the supporting documents table can have only the tags for the Supporting documents table type.

Step by Step — Add a collection table to a template

To add a collection table to a template:

  1. Download the collection tags spreadsheet (list) and follow the instructions on the Instructions tab.

  2. Open or create a new template in Word or Excel. Keep in mind the template type (issue, potential change order, or client change order).

  3. Create a table in the document or spreadsheet.

  4. Enter headers, if applicable, and format the table to suit your business needs.

  5. Enter a tag in each column. The tag can be from one table type only.

  6. Save your document.

What's next: Upload the template to Change. See Build your template for more information.

Collection tags do not show up on the Review templates page. If you have a template that has only collection tags you see the message No general tags found in this template in the review area. You can see collection tags in the preview. If there is an error you must fix it in the Word or Excel document. If a field is missing, you must go to the contract and fix that item.