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  • Added ability to specify border width for table merge codes

  • Added ability to combine table merge code with a table immediately preceding the merge code. This functionality can be used to create custom column headers for table merge codes.

    • Create a single row table with desired column headers

    • Add a table merge code immediately after and configure it to have to headers

  • Added native support for conditional statements

New Dynamic Merge Codes

Merge Code Name

Description

CA-SHARED-FORM-URL

Case Shared Form URL

CA-STATUS-COMMENT

Case Status Comment

CA-STATUSDAYS

Case Total Status Days

EXAM-DOCTOR

Adverse Exam Doctor based on Exam Type Not Held

PL-ADDRESS-BLOCK

Plaintiff Address Block Based on the Role

PL-EMAIL

Plaintiff Email Based on the Role

PL-NAME

Plaintiff Name Based on the Role

PL-PHONE#

Plaintiff Phone Number Based on the Role

PL-SSN

Plaintiff SSN Digit Based on the Position

...

More than 200 new merge codes were added in this SmartAdvocate release, bringing total number of merge codes available to 3,900+.

Merge Code Name

Description

APPMNT-NEXT-CASE-DAYOFWEEK

Next Case Appointment Day of the Week

APPMNT-NEXT-CASE-TIME-END

Next Case Appointment End Time

APPMNT-NEXT-CONTACT-DAYOFWEEK

Next Contact Appointment Day of the Week

APPMNT-NEXT-CONTACT-TIME-END

Next Contact Appointment End Time

APPMNT-NEXT-PLAINTIFF-DAYOFWEEK

Next Plaintiff Appointment Day of the Week

APPMNT-NEXT-PLAINTIFF-TIME-END

Next Plaintiff Appointment End Time

ARB-HIS-HERS-ITS

Arbitrator/Mediator His, Hers, or Its

CA-ATTY-BAR-STATE

Case Attorney Bar State

CA-ATTY-EIN#

Case Attorney EIN Number

CA-ATTY-EIN#1

1st digit of the Case Attorney EIN Number

CA-ATTY-EIN#10

10th digit of the Case Attorney EIN Number

CA-ATTY-EIN#2

2nd digit of the Case Attorney EIN Number

CA-ATTY-EIN#3

3rd digit of the Case Attorney EIN Number

CA-ATTY-EIN#4

4th digit of the Case Attorney EIN Number

CA-ATTY-EIN#5

5th digit of the Case Attorney EIN Number

CA-ATTY-EIN#6

6th digit of the Case Attorney EIN Number

CA-ATTY-EIN#7

7th digit of the Case Attorney EIN Number

CA-ATTY-EIN#8

8th digit of the Case Attorney EIN Number

CA-ATTY-EIN#9

9th digit of the Case Attorney EIN Number

CA-ATTY-HIS-HERS

Case Attorney His or Hers

CA-ATTY-MIDDLE-NAME

Case Attorney Middle Name

CA-ATTY-SEL-BAR-STATE

Case Attorney Bar State Select

CA-ATTY-SEL-BAR-STATES-LIST-HORIZ

Horizontal List of Case Select Attorney Bar States

CA-ATTY-SEL-EIN#

Case Attorney EIN Number Select

CA-ATTY-SEL-EIN#1

1st digit of the Case Attorney EIN Number Select

CA-ATTY-SEL-EIN#10

10th digit of the Case Attorney EIN Number Select

CA-ATTY-SEL-EIN#2

2nd digit of the Case Attorney EIN Number Select

CA-ATTY-SEL-EIN#3

3rd digit of the Case Attorney EIN Number Select

CA-ATTY-SEL-EIN#4

4th digit of the Case Attorney EIN Number Select

CA-ATTY-SEL-EIN#5

5th digit of the Case Attorney EIN Number Select

CA-ATTY-SEL-EIN#6

6th digit of the Case Attorney EIN Number Select

CA-ATTY-SEL-EIN#7

7th digit of the Case Attorney EIN Number Select

CA-ATTY-SEL-EIN#8

8th digit of the Case Attorney EIN Number Select

CA-ATTY-SEL-EIN#9

9th digit of the Case Attorney EIN Number Select

CA-CM-HIS-HERS

Case Manager His or Hers

CA-DEF-HIS-HERS-ITS-THEIRS

Case Defendant His, Hers, Its or Theirs

CA-ENTITY-HE-SHE-IT

Case Contact He, She or It

CA-ENTITY-HIM-HER-IT

Case Contact Him, Her or It

CA-ENTITY-HIS-HERS-ITS

Case Contact His, Hers or Its

CA-INS-TABLE

Case Insurance Companies Table

CA-INTAKE-SCORE

Case Intake Score

CA-LAST-NOTE-CREATOR-NAME

Case Last Note Creator

CA-LAST-NOTE-CREATOR-PHONE#

Case Last Note Creator Phone Number

CA-MED-CHRONOLOGY

Case Medical Chronology for all Plaintiffs

CA-MED-PRVDS-VISIT-TABLE-BY-DATE

Case Medical Provider Visits by Date for all Plaintiffs

CA-NEG-NZ-FEE-TABLE

Case Negotiations Table with None Zero Fee

CA-NEG-TABLE

Case Negotiations Table

CA-NEXT-SOL-DATE

Case Next Statute of Limitations Date

CA-NPR-MED-CHRONOLOGY

Case Non-Prior Medical Chronology for all Plaintiffs

CA-PARA-HIS-HERS

Case Paralegal His or Hers

CA-PARTY-ADJ-ADDR1

Case Party Adjuster Address Line 1

CA-PARTY-ADJ-ADDR2

Case Party Adjuster Address Line 2

CA-PARTY-ADJ-ADDR3

Case Party Adjuster Address Line 3

CA-PARTY-ADJ-CITY

Case Party Adjuster City

CA-PARTY-ADJ-STATE

Case Party Adjuster State

CA-PARTY-ADJ-ZIP

Case Party Adjuster Zip Code

CA-PARTY-INS-INSURED-HIS-HERS

Case Party Insurance Insured His or Hers

CA-PR-CLM-TABLE

Plaintiff Other Providers Table

CA-PRIMARY-CONT-DOB-DAY

Case Primary Contact Date Of Birth (Day)

CA-PRIMARY-CONT-DOB-MONTH

Case Primary Contact Date Of Birth (Month)

CA-PRIMARY-CONT-DOB-YEAR

Case Primary Contact Date Of Birth (Year)

CA-PRIMARY-CONT-DRIVER-LICENSE

Case Primary Contact Drivers License

CA-PRIMARY-CONT-GENDER

Case Primary Contact Gender

CA-PRIMARY-CONT-HIS-HERS-ITS

Case Primary Contact His, Hers, or Its

CA-PRIMARY-CONT-PHONE#-AREA-CODE

Case Primary Contact Phone Number Area Code

CA-PRIMARY-CONT-PHONE#-NO-AREA-CODE

Case Primary Contact Phone Number without Area Code

CA-PRIMARY-CONT-SIGN

Case Primary Contact Signature

CA-PRIMARY-CONT-SSN-FIRST3

Case Primary Contact Social Security Number First 3 Digits

CA-PRIMARY-CONT-SSN-LAST4

Case Primary Contact Security Number Last 4 Digits

CA-PRIMARY-CONT-SSN-MIDDLE2

Case Primary Contact Social Security Number Middle 2 Digits

CA-PRIMARY-DEF-DRIVER-LICENSE

Primary Defendant Drivers License

CA-PRIMARY-DEF-HIS-HERS-ITS

Primary Defendant His, Hers, or Its

CA-PRIMARY-PL-DRIVER-LICENSE

Primary Plaintiff Drivers License

CA-PRIMARY-PL-GENDER

Primary Plaintiff Gender

CA-PRIMARY-PL-HIS-HERS-ITS

Primary Plaintiff His, Hers, or Its

CA-PRIMARY-PL-MID-INIT

Primary Plaintiff Middle Initials

CA-PRIMARY-PL-PHONE#-AREA-CODE

Primary Plaintiff Phone Number Area Code

CA-PRIMARY-PL-PHONE#-NO-AREA-CODE

Primary Plaintiff Phone Number without Area Code

CA-PR-MED-CHRONOLOGY

Case Prior Medical Chronology for all Plaintiffs

CA-SET-NZ-FEE-TABLE

Case Settlements Table with None Zero Fee

CA-STAFF-HIS-HERS

Case Staff His or Hers

CA-WIT-CITY-STATE-ZIP

Witness City, State Zip

CA-WIT-HE-SHE

Witness He or She

CA-WIT-HIM-HER

Witness Him or Her

CA-WIT-HIS-HERS

Witness His or Hers

CL-DRIVER-LICENSE

Client Drivers License

CL-HIS-HERS-ITS

Client His, Hers, or Its

CL-MID-INIT

Client Middle Initials

CL-SPOUSE-HIS-HERS

Client Spouse His Or Hers

CO-COUNSEL-ATTY-ADDR1

Co-Counsel Attorney Address Line 1

CO-COUNSEL-ATTY-ADDR2

Co-Counsel Attorney Address Line 2

CO-COUNSEL-ATTY-ADDR3

Co-Counsel Attorney Address Line 3

CO-COUNSEL-ATTY-ADDRESS-BLOCK

Co-Counsel Attorney Address Block

CO-COUNSEL-ATTY-ADDRESS-BLOCK-NO-NAME

Co-Counsel Attorney Address Block without name

CO-COUNSEL-ATTY-ADDRESS-HORIZ

Co-Counsel Attorney Address Horizontal

CO-COUNSEL-ATTY-CITY

Co-Counsel Attorney City

CO-COUNSEL-ATTY-CITY-STATE-ZIP

Co-Counsel Attorney City, State And Zip Code

CO-COUNSEL-ATTY-CNTY

Co-Counsel Attorney County

CO-COUNSEL-ATTY-EMAIL

Co-Counsel Attorney Email

CO-COUNSEL-ATTY-FAX

Co-Counsel Attorney Fax

CO-COUNSEL-ATTY-FIRST-NAME

Co-Counsel Attorney First Name

CO-COUNSEL-ATTY-HE-SHE

Co-Counsel Attorney He or She

CO-COUNSEL-ATTY-HIM-HER

Co-Counsel Attorney Him or Her

CO-COUNSEL-ATTY-HIS-HER

Co-Counsel Attorney His or Hers

CO-COUNSEL-ATTY-HIS-HERS

Co-Counsel Attorney His or Hers

CO-COUNSEL-ATTY-INIT

Co-Counsel Attorney Initials

CO-COUNSEL-ATTY-IS-REIMBURSED

Co-Counsel Attorney is Reimbursed Y/N

CO-COUNSEL-ATTY-LAST-NAME

Co-Counsel Attorney Last Name

CO-COUNSEL-ATTY-NAME

Co-Counsel Attorney Name

CO-COUNSEL-ATTY-PHONE#

Co-Counsel Attorney Phone Number

CO-COUNSEL-ATTY-PREFIX

Co-Counsel Attorney Prefix

CO-COUNSEL-ATTY-STATE

Co-Counsel Attorney State

CO-COUNSEL-ATTY-SUFFIX

Co-Counsel Attorney Suffix

CO-COUNSEL-ATTY-SUFFIX2

Co-Counsel Attorney Suffix2

CO-COUNSEL-ATTY-ZIP

Co-Counsel Attorney Zip

CO-COUNSEL-COMMENTS

Co-Counsel Comments

CO-COUNSEL-DISB

Co-Counsel Disbursement

CO-COUNSEL-FEE-PERCENT

Co-Counsel Fee Percentage

CO-COUNSEL-FEE-VALUE

Co-Counsel Fee Amount

CO-COUNSEL-FILE#

Co-Counsel File Number

CO-COUNSEL-LF-ADDR1

Co-Counsel Law Firm Address Line 1

CO-COUNSEL-LF-ADDR2

Co-Counsel Law Firm Address Line 2

CO-COUNSEL-LF-ADDR3

Co-Counsel Law Firm Address Line 3

CO-COUNSEL-LF-ADDRESS-BLOCK

Co-Counsel Law Firm Address Block

CO-COUNSEL-LF-ADDRESS-BLOCK-NO-NAME

Co-Counsel Law Firm Address Block without name

CO-COUNSEL-LF-ADDRESS-HORIZ

Co-Counsel Law Firm Address Horizontal

CO-COUNSEL-LF-CITY

Co-Counsel Law Firm City

CO-COUNSEL-LF-CITY-STATE-ZIP

Co-Counsel Law Firm City, State And Zip Code

CO-COUNSEL-LF-CNTY

Co-Counsel Law Firm County

CO-COUNSEL-LF-EMAIL

Co-Counsel Law Firm Email

CO-COUNSEL-LF-FAX

Co-Counsel Law Firm Fax

CO-COUNSEL-LF-NAME

Co-Counsel Law Firm Name

CO-COUNSEL-LF-PHONE#

Co-Counsel Law Firm Phone Number

CO-COUNSEL-LF-STATE

Co-Counsel Law Firm State

CO-COUNSEL-LF-ZIP

Co-Counsel Law Firm Zip

CO-COUNSEL-TYPE

Co-Counsel Type

COURT-CONTACT-COMMENTS

Court Contct Comments

COURT-DEF-COMMENTS

Court Defendant Comments

COURT-DETAILS-COMMENTS

Court Details Comments

COURT-JUDGE-HIS-HERS-ITS

Judge His, Hers, or Its

COURT-JUDGE-WEBSITE

Court Judge Website

COURT-PL-COMMENTS

Court Plaintiff Comments

DEF-ADJ-HIS-HERS

Defendant Adjuster His or Hers

DEF-ATTY-FIRM-PR-PARA

Defendant Law Firm Primary Paralegal Name

DEF-ATTY-FIRM-PR-PARA-EMAIL

Defendant Law Firm Primary Paralegal Email

DEF-ATTY-FIRST-NAME

Defendant Attorney First Name

DEF-ATTY-FOR-LIST-EMAIL

Defendant Law Firm with email Vertical List (combines defendants if represented by the same law firm)

DEF-ATTY-HIS-HERS

Defendant Attorney His or Hers

DEF-ATTY-LAST-NAME

Defendant Attorney Last Name

DEF-ATTY-LIST-FOR-SINGLE-LF

Defendant Attorney Vertical List for single Law Firm

DEF-ATTY-PR-ATTY-BAR-STATE

Defendant Primary Attorney Bar State

DEF-COMMENTS

Defendant Comments

DEF-DRIVER-LICENSE

Defendant Drivers License

DEF-HIS-HERS-ITS

Defendant His, Hers, or Its

DEF-INS-COMMENT

Defendant Insurance Comment

DEF-INS-INSURED-HIS-HERS

Defendant Insurance Insured His or Hers

DEF-INS-THIRD-PARTY-ADJ-HIS-HERS

Defendant Insurance Third Party Adjuster His or Hers

DEF-NON-PARTY-CONT-HIS-HERS

Defendant Non-Party Contact His or Hers

DEF-PHONE#-CELL

Defendant Phone Cell

DEF-PHONE#-WORK

Defendant Work Phone Number

EMP-HIRED-DAY

Day Hired by Employer

EMP-HIRED-MONTH

Month Hired by Employer

EMP-HIRED-YEAR

Year Hired by Employer

EXAM-DOCTOR-HIS-HERS

Adverse Exam Doctor His, Hers, or Its

EXPENSE-COMMENTS

Case Disbursement Comments

EXPENSE-TYPE

Case Disbursement Type

EXP-HIS-HERS-ITS

Expert His, Hers, or Its

FEE-EVENT-COMMENTS

Fee Event Comments

FEE-EVENT-DATE

Fee Event Date

FEE-EVENT-TYPE

Fee Event Type

FIRM-ATTORNEY-BAR-STATE

Firm Attorney Bar State

GENERATE-INVITE-TOKEN

Plaintiff Invite Token

INC-DATE-DAYS

Days Since the Incident Date

IS-CA-LIENOR-MISSING

Merges as Yes if Any Lienors in the case are missing, No Otherwise

MED-PRVD-CHART-FILE#

All Medical Provider Chart/File #

MED-PRVD-FAX

All Medical Provider Fax

MED-PRVD-HE-SHE

All Medical Provider He or She

MED-PRVD-HIM-HER

All Medical Provider Him or Her

MED-PRVD-HIS-HERS

All Medical Provider His or Hers

MED-PRVD-WEBSITE

All Medical Provider Website

MED-TREATMENT-DATES-EXP

Medical Record Request Treatment Dates Expanded

MED-TREATMENT-DATES-LOWER

Medical Record Request Treatment Dates in lower case

MED-TREATMENT-DATES-LOWER-EXP

Medical Record Request Treatment Dates in lower case Expanded

NOTE-CREATOR-NAME

Note Creator

NOTE-CREATOR-PHONE#

Note Creator Phone Number

PL-ADJ-HIS-HERS

Plaintiff Adjucter His or Hers

PL-ATTY-BAR-STATE

Plaintiff Attorney Bar State

PL-ATTY-HIS-HERS

Plaintiff Attorney His or Hers

PL-COMMENTS

Plaintiff Comments

PL-DOC-HIS-HERS

Plaintiff Doctor His Or Hers

PL-DRIVER-LICENSE

Plaintiff Drivers License

PL-HIS-HERS-ITS

Plaintiff His, Hers, or Its

PL-INJ-AS-TO-LIST2

Plaintiff Injuries As To List2

PL-INJ-BODYPARTS-LIST-HORIZ

Horisontal List of Plaintiff Injured Body Parts

PL-INS-INSURED-HIS-HERS

Plaintiff Insurance Insured His or Hers

PL-INS-THIRD-PARTY-ADJ-HIS-HERS

Plaintiff Insurance Third Party Adjuster His or Hers

PL-MED-CHRONOLOGY

Medical Chronology for specific Plaintiff

PL-MOTHERS-MAIDEN-NAME

Plaintiff Mother's Maiden Name

PL-NON-PARTY-CONT-HIS-HERS

Plaintiff Non-Party Contact His or Hers

PL-NPR-MED-CHRONOLOGY

Non-Prior Medical Chronology for specific Plaintiff

PL-OTHER-PRVD-LIST

Plaintiff Other Providers List

PL-OTHER-PRVD-TABLE

Plaintiff Other Providers Table

PL-PHONE#-AREA-CODE

Plaintiff Phone Number Area Code

PL-PHONE#-NO-AREA-CODE

Plaintiff Phone Number without Area Code

PL-PR-MED-CHRONOLOGY

Prior Medical Chronology for specific Plaintiff

PL-SPOUSE-HIS-HERS

Plaintiff Spouse His Or Hers

POL-OFF-HIS-HERS

Police Officer His or Hers

PR-ATTY-HIS-HERS-ITS

Prior Attorney His, Hers, or Its

REF-ALL-LF-NAMES

List of Referring Law Firms

REF-ATTY-HIS-HERS

Referring Attorney His or Hers

REF-OUT-ATTY-HIS-HERS

Referred Out Attorney His or Hers

SET-AMOUNT-MINUS-FIRMFEE-REFPRATTYFEE-OTHER

Settlement Amount Minus Firm Fee, Referring and Prior Attorney Fee and Other Amount

SET-CBA-EXP

Settlement Common Benefit Assessment Expenses

SET-CBA-FEE

Settlement Common Benefit Assessment Fee

SET-CBA-TOTAL

Settlement Common Benefit Assessment Total

SET-CO-COUNSEL-FEE

Co-Counsel Firm/Attorney Fee

SET-DIST-CHECK-TOT-AMOUNT-CASE-TOTAL

Case Settlements Distribution Checks Total Amount

SET-ESCROW-AMOUNT

Settlement Escrow Amount

SET-ESCROW-AMOUNT-CASE-TOTAL

Case Settlements Escrow Total Amount

SET-SETTLED-STATUS-DAYS

Settlement Settled Status Days

SET-TOTAL-AMOUNT-RECEIVED-CASE-TOTAL

Case Total Settlements Amount Received

SOL-TYPE-DAYS

Statute of Limitations Type Days

SOL-TYPE-DAYS-EXP

Statute of Limitations Type Days Expanded

SOL-TYPE-LENGTH

Statute of Limitations Type Length

SOL-TYPE-LENGTH-EXP

Statute of Limitations Type Length Expanded

SOL-TYPE-MONTHS

Statute of Limitations Type Months

SOL-TYPE-MONTHS-EXP

Statute of Limitations Type Months Expanded

SOL-TYPE-YEARS

Statute of Limitations Type Years

SOL-TYPE-YEARS-EXP

Statute of Limitations Type Years Expanded

SUB-OUT-ATTY-HIS-HERS-ITS

Sub Out Attorney His, Hers, or Its

TPA-DEF-ADJ-HIS-HERS-ITS

Third Party Action Defendant Adjuster His, Hers, or Its

TPA-DEF-ATTY-HIS-HERS-ITS

Third Party Action Defendant Attorney His, Hers, or Its

TPA-DEF-HIS-HERS-ITS

Third Party Action Defendant His, Hers, or Its

TPA-PL-ATTY-HIS-HERS-ITS

Third Party Action Plaintiff Attorney His, Hers, or Its

TPA-PL-HIS-HERS-ITS

Third Party Action Plaintiff His, Hers, or Its

WC-ATTY-FIRST-NAME

Workers Compensation Attorney First Name

WC-ATTY-LAST-NAME

Workers Compensation Attorney Lst Name