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Document Templates and Merge Codes (v2021)
PDF Templates
Added support for checkboxes, dropdowns and radio buttons.
New Dynamic Merge Codes
Merge Code Name | Description |
|---|---|
CA-NEXT-APPMNT-TIME | Case Next Appointment Time of Specific Activity Type |
CA-NOTES-ALL | All Notes of Specific Type |
CA-STAFF-COMMENTS | Case Staff Comments of Specific Case Role |
CA-TYPE-PROPERTY | Case Type Property Based on the Name. Properties and Values can be Configured in the Picklist Maintenance. Case Type Property and Case Type Property Value. |
COURT-STAFF-ADDRESS-BLOCK | Court Staff Address Block Based on the Role |
COURT-STAFF-FIRST-NAME | Court Staff First Name Based on the Role |
COURT-STAFF-LAST-NAME | Court Staff Last Name Based on the Role |
COURT-STAFF-NAME | Court Staff Name Based on the Role |
COURT-STAFF-PREFIX | Court Staff Prefix Based on the Role |
DEF-LIST-HORIZ | Horizontal List of Defendants With Specific Role |
LIEN-ADDRESS-BLOCK | Lienor Address Block of Specific Type |
SET-DIST-CHECKS-TYPE-TOTAL | Settlement Distribution Checks Total of Specific Type |
SET-DIST-PL-CHECKS-TOTAL | Settlement Distribution Plaintiff Checks Total of Specific Status |
VA-CLAIM-EVENT-APPEALED-ISSUE | Veteran Affairs Claim Event of Specific Type Appealed Issue |
VA-CLAIM-EVENT-DATE | Veteran Affairs Claim Event of Specific Type Date |
New Merge Codes
More than 600 new merge codes were added in this SmartAdvocate release, bringing total number of merge codes available to 3,600+.
Merge Code Name | Description |
|---|---|
APPMNT-FROM-TIME-AST | Appointment Start Time in Alaskan Standard Time Zone |
APPMNT-FROM-TIME-CST | Appointment Start Time in Central Standard Time Zone |
APPMNT-FROM-TIME-EST | Appointment Start Time in Eastern Standard Time Zone |
APPMNT-FROM-TIME-MST | Appointment Start Time in Mountain Standard Time Zone |
APPMNT-FROM-TIME-PST | Appointment Start Time in Pacific Standard Time Zone |
ARB-ADDR1 | Arbitrator/Mediator Address Line 1 |
ARB-ADDR2 | Third Arbitrator/Mediator Address Line 2 |
ARB-ADDR3 | Arbitrator/Mediator Address Line 3 |
ARB-ADDRESS-BLOCK | Arbitrator/Mediator Address Block |
ARB-ADDRESS-BLOCK-NO-NAME | Arbitrator/Mediator Address Block Without Name |
ARB-ADDRESS-HORIZ | Arbitrator/Mediator Address Horizontal |
ARB-CITY | Arbitrator/Mediator City |
ARB-CITY-STATE-ZIP | Arbitrator/Mediator City, State Zip |
ARB-CNTY | Arbitrator/Mediator County |
ARB-CONT-PERSON-SUFFIX2 | Arbitration/Mediation Contact Suffix2 |
ARB-EMAIL | Arbitrator/Mediator Email |
ARB-FAX | Arbitrator/Mediator Fax |
ARB-FIRST-NAME | Arbitrator/Mediator First Name |
ARB-HE-SHE-IT | Arbitrator/Mediator He, She, or It |
ARB-HIM-HER-IT | Arbitrator/Mediator Him, Her, or It |
ARB-HIS-HER-ITS | Arbitrator/Mediator His, Hers, or Its |
ARB-INIT | Arbitrator/Mediator Initials |
ARB-LAST-NAME | Arbitrator/Mediator Last Name |
ARB-NAME | Arbitrator/Mediator Name |
ARB-ORG-ADDRESS-BLOCK | Arbitrator/Mediator Organization Address Block |
ARB-ORG-ADDRESS-BLOCK-NO-NAME | Arbitrator/Mediator Organization Address Block Without Name |
ARB-ORG-ADDRESS-HORIZ | Arbitrator/Mediator Organization Address Horizontal |
ARB-PHONE# | Arbitrator/Mediator Phone Number |
ARB-PREFIX | Arbitrator/Mediator Prefix |
ARB-STATE | Arbitrator/Mediator State |
ARB-SUFFIX | Arbitrator/Mediator Suffix |
ARB-SUFFIX2 | Arbitrator/Mediator Suffix2 |
ARB-ZIP | Arbitrator/Mediator Zip |
ATTY-FOR-LIST-OTHERS-ALL-DEF-ATTYS | Attorney Firm List Other Than Us Including Parties They Represent (All Def Attorneys) |
ATTY-SIGN-ALL-TABLE | Attorney Firm Service List With Signature Line For All Table |
CA-ACTIVITY-TABLE-FIRST-ROWS | First Records of Lists Case Activities (Notes and Appointments) That Have Fixed Time Associated With Their Types |
CA-ACTIVITY-TABLE-LAST-ROWS | Last Records of Lists Case Activities (Notes and Appointments) That Have Fixed Time Associated With Their Types |
CA-ATTY-MID-INIT | Case Attorney Middle Initials |
CA-ATTY-SEL-WEBSITE | Case Attorney Website Select |
CA-ATTY-WEBSITE | Case Attorney Website |
CA-DEF-HE-SHE-IT-THEY | Case Defendant He, She, It or They |
CA-DEF-HIM-HER-IT-THEM | Case Defendant Him, Her, It or Them |
CA-DEF-HIS-HER-ITS-THEIRS | Case Defendant His, Hers, Its or Theirs |
CA-DEF-S-IF-MULTIPLE | 's if There is More Than One Defendant in the Case |
CA-DEF-TOTAL-AVAIILABLE-COVERAGE | Case Defendants Total Liability Coverage Available |
CA-DOC-CATEGORY | Case Document Category |
CA-DOC-COMMENTS | Case Document Comments |
CA-DOC-DATE | Case Document Date |
CA-DOC-DESCRIPTION | Case Document Description |
CA-DOC-FROM | Case Document From Contact |
CA-DOC-SUBCATEGORY | Case Document Subcategory |
CA-DOC-TO | Case Document To Contact |
CA-ENTITY-ADDRESS-BLOCK-NO-NAME | Case Contacts Address Block Without Name |
CA-ENTITY-MIDDLE-NAME | Case Contact Middle Name |
CA-EXP-TABLE-REC-WITHOUT-REPAID | Case Disbursement Table Only Disbursement Type Recoverable and Not Paid |
CA-EXP-TABLE-WITHOUT-REPAID | Case Disbursement Table includes All Disbursement Types That Not Paid |
CA-EXP-TOT-AFTER-SPLIT | Case Disbursement Total After Firm Split Only Disbursement Type Recoverable and Not Waived |
CA-EXP-TOT-BEFORE-SPLIT | Case Disbursement Total Before Firm Split Only Disbursement Type Recoverable and Not Waived |
CA-EXP-TOT-PLUS-INTEREST | Case Disbursement Total With Interest Only Disbursement Type Recoverable and Not Waived |
CA-FIRMFEE-PLUS-FUND | Sum of Case Firm Fee and Amount of Fundings |
CA-FIRMFEE-PLUS-FUND-REFATTYFEE | Sum of Case Firm Fee, Referring Attorney Fee and Amount of Fundings |
CA-FUND-TOTAL | Case Total Amount of Fundings |
CA-GROUP | Case Group |
CA-NUM | Case File Number |
CA-PARA-WEBSITE | Case Paralegal Website |
CA-PARTY-ADJ-INIT | Case Party Adjuster Initials |
CA-PARTY-ADJ-SUFFIX | Case Party Adjuster Suffix |
CA-PARTY-ADJ-SUFFIX2 | Case Party Adjuster Suffix2 |
CA-PARTY-INS-INSURED-SUFFIX2 | Case Party Insurance Insured Suffix2 |
CA-PL-HE-SHE-IT-THEY | Case Plaintiff He, She, It or They |
CA-PL-HIM-HER-IT-THEM | Case Plaintiff Him, Her, It or Them |
CA-PL-HIS-HER-ITS-THEIRS | Case Plaintiff His, Hers, Its or Theirs |
CA-PL-S-IF-MULTIPLE | 's If There is More Than One Plaintiff in the Case |
CA-PL-TOTAL-AVAIILABLE-COVERAGE | Case Plaintiffs Total Liability Coverage Available |
CA-PRIMARY-CONT-SUFFIX2 | Case Primary Contact Suffix2 |
CA-PRIMARY-DEF-SUFFIX2 | Primary Defendant Suffix2 |
CA-PRIMARY-PL-HEIGHT | Primary Plaintiff Height |
CA-PRIMARY-PL-SUFFIX2 | Primary Plaintiff Suffix2 |
CA-PRIMARY-PL-WEIGHT | Primary Plaintiff Weight |
CA-REF-OUT-LF-LIST-HORIZ | Horizontal List of Referred Out Law Firms |
CA-SET-EST-RANGE | Case Estimated Value Range |
CA-SET-EXPECTED-TABLE | Case Settlements Expected Table |
CA-SET-MINUS-FIRMFEE-FUND | Case Settlement Amount Minus Case Firm Fee and Amount of Fundings |
CA-SET-MINUS-FIRMFEE-FUND-EXP | Case Settlement Amount Minus Case Firm Fee, Amount of Fundings and Recoverable not Waived Disbursements |
CA-SET-MINUS-FIRMFEE-FUND-EXP-NEGLIEN | Case Settlement Amount Minus Case Firm Fee, Amount of Fundings, Recoverable not Waived Disbursements and Case Lienor Negotiated Amount |
CA-SET-MINUS-FIRMFEE-REFATTYFEE-FUND | Case Settlement Amount Minus Case Firm Fee, Referring Attorney Fee and Amount of Fundings |
CA-SET-MINUS-FIRMFEE-REFATTYFEE-FUND-EXP | Case Settlement Amount Minus Case Firm Fee, Referring Attorney Fee, Amount of Fundings and Recoverable not Waived Disbursements |
CA-SET-MINUS-FIRMFEE-REFATTYFEE-FUND-EXP-NEGLIEN | Case Settlement Amount Minus Case Firm Fee, Referring Attorney Fee, Amount of Fundings, Recoverable not Waived Disbursements and Case Lienor Negotiated Amount |
CA-SET-MIN-VALUE | Minimum Settlement Value |
CA-SET-VALUE | Settlement Value |
CA-SET-VALUE-COMMENTS | Case Estimated Value Comments |
CA-SP-DMG-TOTAL | Case Special Damages Total Amount |
CA-STAFF-WEBSITE | Case Staff Website |
CA-STATUS-DATE | Case Status Date |
CA-SUB-STATUS-DATE | Case Sub Status Date |
CA-SUB-STATUSDAYS | Case Sub Status Days |
CA-TOTAL-AVAIILABLE-COVERAGE | Case Total Liability Coverage Available |
CL-ADDR1 | Client Address Line 1 |
CL-ADDR2 | Client Address Line 2 |
CL-ADDR3 | Client Address Line 3 |
CL-ADDRESS-BLOCK | Client Address Block |
CL-ADDRESS-BLOCK-NO-NAME | Client Address Block without name |
CL-ADDRESS-HORIZ | Client Address Horizontal |
CL-AGE | Client Age |
CL-AGE-EXP | Client Age Expanded |
CL-AGE-YM-EXP | Client Age Year Month Expanded |
CL-AOE-ADDR1 | Client Administrator of Estate Address Line 1 |
CL-AOE-ADDR2 | Client Administrator of Estate Address Line 2 |
CL-AOE-ADDR3 | Client Administrator of Estate Address Line 3 |
CL-AOE-ADDRESS-BLOCK | Client Administrator of Estate Address Block |
CL-AOE-ADDRESS-BLOCK-NO-NAME | Client Administrator of Estate Address Block Without Name |
CL-AOE-ADDRESS-HORIZ | Client Administrator of Estate Address Horizontal |
CL-AOE-CITY | Client Administrator of Estate City |
CL-AOE-CITY-STATE-ZIP | Client Administrator of Estate City, State Zip |
CL-AOE-CNTY | Client Administrator of Estate County |
CL-AOE-DOB | Client Administrator of Estate Date Of Birth |
CL-AOE-FIRST-NAME | Client Administrator of Estate First Name |
CL-AOE-LAST-NAME | Client Administrator of Estate Last Name |
CL-AOE-NAME | Client Administrator of Estate Full Name |
CL-AOE-PHONE# | Client Administrator of Estate Phone Number |
CL-AOE-PREFIX | Client Administrator of Estate Prefix |
CL-AOE-SSN | Client Administrator of Estate Social Security Number |
CL-AOE-STATE | Client Administrator of Estate State |
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