Document Templates and Merge Codes (v2023)

Document Templates

  • 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

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

New Merge Codes

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

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

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