Document Templates and Merge Codes (v2020)

Document Templates

  • Introduced ability to specify sorting options for table merge codes. (1)

  • Added ability to control totals and headers for the table merge codes. (2), (3)

  • Created a new “List Mode” for table merge codes. (4)

    List Mode merges the same information as a regular table merge code, but formats it as a list, so it’s suitable for merging as part of the sentence.

  • Added ability to specify an Envelope associated with the template when saving the template from the Template Editor.

  • Added system parameter that controls the separator used when multi-select UDF merge codes are inserted into documents.

  • Added display of document category and sub-category associated with a template.

  • Changed the PDF import process to preserve the values of the fields. This allows to simplify PDF template creation by pre-populating the fields of the PDF document before importing it into SmartAdvocate.

  • Added ability to specify a folder for the generated document.

     

New Merge Codes

Merge Code Name

Description

Merge Code Name

Description

APPMNT-ACTIVITY

Appointment Activity Type

APPMNT-ATTENDEES-ALL

Appointment Attendees All

APPMNT-ATTENDEES-NON-STAFF

Appointment Attendees Non Staff

APPMNT-ATTENDEES-STAFF

Appointment Attendees Staff

APPMNT-JUDGE-COURTROOM#

Appointment Judge Court Room #

APPMNT-JUDGE-PART#

Appointment Judge Part #

APPMNT-STATUS

Appointment Status

ARB-AWARD-AMOUNT

Arbitration/Mediation Award Amount

ARB-COMMENTS

Arbitration/Mediation Comments

ARB-DECISION-DATE

Arbitration/Mediation Decision Date

ARB-HEARING-DATE

Arbitration/Mediation Hearing Date

ARB-LAST-APPEAL-AWARD-DATE

Arbitration/Mediation Last Appeal Award Date

ARB-MAILING-DATE

Arbitration/Mediation Mailing Date

ARB-RECEIPT-DATE

Arbitration/Mediation Receipt Date

CA-CLOSE-REASON

Case Close Reason

CA-DOC-ID

Case Document ID

CA-ID

Case ID

CA-LIABILITY-CODE

Incident Liability Code

CA-MED-PRVD-TOTAL-BILL

Case Medical Providers Total Bill

CA-OPEN-TASKS-TABLE

Case Open Tasks Table

CA-PARTY-INS-INSURED-ADDR1

Case Party Insurance Insured Address Line 1

CA-PARTY-INS-INSURED-ADDR2

Case Party Insurance Insured Address Line 2

CA-PARTY-INS-INSURED-ADDR3

Case Party Insurance Insured Address Line 3

CA-PARTY-INS-INSURED-ADDRESS-BLOCK

Case Party Insurance Insured Address Block

CA-PARTY-INS-INSURED-ADDRESS-HORIZ

Case Party Insurance Insured Address Horizontal

CA-PARTY-INS-INSURED-BLOCK-NO-NAME

Case Party Insurance Insured Address Block without name

CA-PARTY-INS-INSURED-CITY

Case Party Insurance Insured City

CA-PARTY-INS-INSURED-CITY-STATE-ZIP

Case Party Insurance Insured City, State Zip

CA-PARTY-INS-INSURED-CNTY

Case Party Insurance Insured County

CA-PARTY-INS-INSURED-EMAIL

Case Party Insurance Insured Email

CA-PARTY-INS-INSURED-FIRST-NAME

Case Party Insurance Insured First Name

CA-PARTY-INS-INSURED-HE-SHE

Case Party Insurance Insured He or She

CA-PARTY-INS-INSURED-HIM-HER

Case Party Insurance Insured Him or Her

CA-PARTY-INS-INSURED-HIS-HER

Case Party Insurance Insured His or Hers

CA-PARTY-INS-INSURED-INIT

Case Party Insurance Insured Initials

CA-PARTY-INS-INSURED-LAST-NAME

Case Party Insurance Insured Last Name

CA-PARTY-INS-INSURED-PHONE#

Case Party Insurance Insured Phone Number

CA-PARTY-INS-INSURED-PREFIX

Case Party Insurance Insured Prefix

CA-PARTY-INS-INSURED-STATE

Case Party Insurance Insured State

CA-PARTY-INS-INSURED-SUFFIX

Case Party Insurance Insured Suffix

CA-PARTY-INS-INSURED-ZIP

Case Party Insurance Insured Zip

CA-PRIMARY-CONT-DOB

Case Primary Contact Date Of Birth

CA-PRIMARY-CONT-DOB-EXP

Case Primary Contact Date Of Birth Expanded

CA-PRIMARY-CONT-MIDDLE-NAME

Case Primary Contact Middle Name

CA-PRIMARY-CONT-SSN

Case Primary Contact Social Security Number

CA-PRIMARY-DEF-INS-ADDR1

Primary Defendant Primary Insurance Address Line 1

CA-PRIMARY-DEF-INS-ADDR2

Primary Defendant Primary Insurance Address Line 2

CA-PRIMARY-DEF-INS-ADDR3

Primary Defendant Primary Insurance Address Line 3

CA-PRIMARY-DEF-INS-ADDRESS-BLOCK

Primary Defendant Primary Insurance Address Block

CA-PRIMARY-DEF-INS-ADDRESS-HORIZ

Primary Defendant Primary Insurance Address Horizontal

CA-PRIMARY-DEF-INS-BLOCK-NO-NAME

Primary Defendant Primary Insurance Address Block without name

CA-PRIMARY-DEF-INS-CITY

Primary Defendant Primary Insurance City

CA-PRIMARY-DEF-INS-CITY-STATE-ZIP

Primary Defendant Primary Insurance City, State Zip

CA-PRIMARY-DEF-INS-CNTY

Primary Defendant Primary Insurance County

CA-PRIMARY-DEF-INS-EMAIL

Primary Defendant Primary Insurance Email

CA-PRIMARY-DEF-INS-NAME

Primary Defendant Primary Insurance Name

CA-PRIMARY-DEF-INS-PHONE#

Primary Defendant Primary Insurance Phone Number

CA-PRIMARY-DEF-INS-STATE

Primary Defendant Primary Insurance State

CA-PRIMARY-DEF-INS-ZIP

Primary Defendant Primary Insurance Zip

CA-PRIMARY-PL-DOB

Case Primary Plaintiff Date Of Birth

CA-PRIMARY-PL-DOB-EXP

Case Primary Plaintiff Date Of Birth Expanded

CA-PRIMARY-PL-DOD

Case Primary Plaintiff Date Of Death

CA-PRIMARY-PL-DOD-EXP

Case Primary Plaintiff Date Of Death Expanded

CA-PRIMARY-PL-INS-ADDR1

Primary Plaintiff Primary Insurance Address Line 1

CA-PRIMARY-PL-INS-ADDR2

Primary Plaintiff Primary Insurance Address Line 2

CA-PRIMARY-PL-INS-ADDR3

Primary Plaintiff Primary Insurance Address Line 3

CA-PRIMARY-PL-INS-ADDRESS-BLOCK

Primary Plaintiff Primary Insurance Address Block

CA-PRIMARY-PL-INS-ADDRESS-HORIZ

Primary Plaintiff Primary Insurance Address Horizontal

CA-PRIMARY-PL-INS-BLOCK-NO-NAME

Primary Plaintiff Primary Insurance Address Block without name

CA-PRIMARY-PL-INS-CITY

Primary Plaintiff Primary Insurance City

CA-PRIMARY-PL-INS-CITY-STATE-ZIP

Primary Plaintiff Primary Insurance City, State Zip

CA-PRIMARY-PL-INS-CNTY

Primary Plaintiff Primary Insurance County

CA-PRIMARY-PL-INS-EMAIL

Primary Plaintiff Primary Insurance Email

CA-PRIMARY-PL-INS-NAME

Primary Plaintiff Primary Insurance Name

CA-PRIMARY-PL-INS-PHONE#

Primary Plaintiff Primary Insurance Phone Number

CA-PRIMARY-PL-INS-STATE

Primary Plaintiff Primary Insurance State

CA-PRIMARY-PL-INS-ZIP

Primary Plaintiff Primary Insurance Zip

CA-PRIMARY-PL-MIDDLE-NAME

Case Primary Plaintiff Middle Name

CA-PRIMARY-PL-SSN

Case Primary Plaintiff Social Security Number

CA-PRIMARY-PL-SSN-MASK5

Case Primary Plaintiff Social Security Number Masking First 5 Digits

CA-PRIMARY-PL-STATE-EXP

Case Primary Plaintiff Expanded State

CA-PRIMARY-PL-VISIT-TYPES

Primary Plaintiff Visit Types

CA-REF-LAWFIRM-LIST-HORIZ

Horizontal List of Referring Law Firms

CA-STATUS-COMMENT

Case Status Comments

CONT-ID

Contact ID

COURT-DEP

Court Department

COURT-STATE-EXP

Court Expanded State

DEF-ADJ-ADDR1

Defendant Adjuster Address Line 1

DEF-ADJ-ADDR2

Defendant Adjuster Address Line 2

DEF-ADJ-ADDR3

Defendant Adjuster Address Line 3

DEF-ADJ-CITY

Defendant Adjuster City

DEF-ADJ-CITY-STATE-ZIP

Defendant Adjuster City, State Zip

DEF-ADJ-CNTY

Defendant Adjuster County

DEF-ADJ-HIM-HER

Defendant Adjuster Him or Her

DEF-ADJ-HIS-HER

Defendant Adjuster His or Hers

DEF-ADJ-INIT

Defendant Adjuster Initials

DEF-ADJ-STATE

Defendant Adjuster State

DEF-ADJ-SUFFIX

Defendant Adjuster Suffix

DEF-ADJ-ZIP

Defendant Adjuster Zip

DEF-AUTO-COLOR

Defendant Vehicle Color

DEF-FULL-NAME

Defendant Full Name

DEF-INS-ADDRESS-BLOCK-NO-NAME

Defendant Insurance Address Block without name

DEF-INS-EMAIL

Defendant Insurance Email

DEF-INS-INSURED-ADDR1

Defendant Insurance Insured Address Line 1

DEF-INS-INSURED-ADDR2

Defendant Insurance Insured Address Line 2

DEF-INS-INSURED-ADDR3

Defendant Insurance Insured Address Line 3

DEF-INS-INSURED-ADDRESS-BLOCK

Defendant Insurance Insured Address Block

DEF-INS-INSURED-ADDRESS-HORIZ

Defendant Insurance Insured Address Horizontal

DEF-INS-INSURED-BLOCK-NO-NAME

Defendant Insurance Insured Address Block without name

DEF-INS-INSURED-CITY

Defendant Insurance Insured City

DEF-INS-INSURED-CITY-STATE-ZIP

Defendant Insurance Insured City, State Zip

DEF-INS-INSURED-CNTY

Defendant Insurance Insured County

DEF-INS-INSURED-EMAIL

Defendant Insurance Insured Email

DEF-INS-INSURED-FIRST-NAME

Defendant Insurance Insured First Name

DEF-INS-INSURED-HE-SHE

Defendant Insurance Insured He or She

DEF-INS-INSURED-HIM-HER

Defendant Insurance Insured Him or Her

DEF-INS-INSURED-HIS-HER

Defendant Insurance Insured His or Hers

DEF-INS-INSURED-INIT

Defendant Insurance Insured Initials

DEF-INS-INSURED-LAST-NAME

Defendant Insurance Insured Last Name

DEF-INS-INSURED-PHONE#

Defendant Insurance Insured Phone Number

DEF-INS-INSURED-PREFIX

Defendant Insurance Insured Prefix

DEF-INS-INSURED-STATE

Defendant Insurance Insured State

DEF-INS-INSURED-SUFFIX

Defendant Insurance Insured Suffix

DEF-INS-INSURED-ZIP

Defendant Insurance Insured Zip

DEF-INS-THIRD-PARTY-ADDR1

Defendant Insurance Third Party Adjusting Company Address Line 1

DEF-INS-THIRD-PARTY-ADDR2

Defendant Insurance Third Party Adjusting Company Address Line 2

DEF-INS-THIRD-PARTY-ADDR3

Defendant Insurance Third Party Adjusting Company Address Line 3

DEF-INS-THIRD-PARTY-ADDRESS-BLOCK

Defendant Insurance Third Party Adjusting Company Address Block

DEF-INS-THIRD-PARTY-ADDRESS-HORIZ

Defendant Insurance Third Party Adjusting Company Address Horizontal

DEF-INS-THIRD-PARTY-ADJ-ADDR1

Defendant Insurance Third Party Adjuster Address Line 1

DEF-INS-THIRD-PARTY-ADJ-ADDR2

Defendant Insurance Third Party Adjuster Address Line 2

DEF-INS-THIRD-PARTY-ADJ-ADDR3

Defendant Insurance Third Party Adjuster Address Line 3

DEF-INS-THIRD-PARTY-ADJ-ADDRESS-BLOCK

Defendant Insurance Third Party Adjuster Address Block

DEF-INS-THIRD-PARTY-ADJ-ADDRESS-HORIZ

Defendant Insurance Third Party Adjuster Address Horizontal

DEF-INS-THIRD-PARTY-ADJ-BLOCK-NO-NAME

Defendant Insurance Third Party Adjuster Address Block without name

DEF-INS-THIRD-PARTY-ADJ-CITY

Defendant Insurance Third Party Adjuster City

DEF-INS-THIRD-PARTY-ADJ-CITY-STATE-ZIP

Defendant Insurance Third Party Adjuster City, State Zip

DEF-INS-THIRD-PARTY-ADJ-CNTY

Defendant Insurance Third Party Adjuster County

DEF-INS-THIRD-PARTY-ADJ-EMAIL

Defendant Insurance Third Party Adjuster Email

DEF-INS-THIRD-PARTY-ADJ-FIRST-NAME

Defendant Insurance Third Party Adjuster First Name

DEF-INS-THIRD-PARTY-ADJ-HE-SHE

Defendant Insurance Third Party Adjuster He or She

DEF-INS-THIRD-PARTY-ADJ-HIM-HER

Defendant Insurance Third Party Adjuster Him or Her

DEF-INS-THIRD-PARTY-ADJ-HIS-HER

Defendant Insurance Third Party Adjuster His or Hers

DEF-INS-THIRD-PARTY-ADJ-INIT

Defendant Insurance Third Party Adjuster Initials

DEF-INS-THIRD-PARTY-ADJ-LAST-NAME

Defendant Insurance Third Party Adjuster Last Name

DEF-INS-THIRD-PARTY-ADJ-NAME

Defendant Insurance Third Party Adjuster Name

DEF-INS-THIRD-PARTY-ADJ-PHONE#

Defendant Insurance Third Party Adjuster Phone Number

DEF-INS-THIRD-PARTY-ADJ-PREFIX

Defendant Insurance Third Party Adjuster Prefix

DEF-INS-THIRD-PARTY-ADJ-STATE

Defendant Insurance Third Party Adjuster State

DEF-INS-THIRD-PARTY-ADJ-SUFFIX

Defendant Insurance Third Party Adjuster Suffix

DEF-INS-THIRD-PARTY-ADJ-ZIP

Defendant Insurance Third Party Adjuster Zip

DEF-INS-THIRD-PARTY-BLOCK-NO-NAME

Defendant Insurance Third Party Adjusting Company Address Block without name

DEF-INS-THIRD-PARTY-CITY

Defendant Insurance Third Party Adjusting Company City

DEF-INS-THIRD-PARTY-CITY-STATE-ZIP

Defendant Insurance Third Party Adjusting Company City, State Zip

DEF-INS-THIRD-PARTY-CLAIM#

Defendant Insurance Third Party Claim Number

DEF-INS-THIRD-PARTY-CNTY

Defendant Insurance Third Party Adjusting Company County

DEF-INS-THIRD-PARTY-EMAIL

Defendant Insurance Third Party Adjusting Company Email

DEF-INS-THIRD-PARTY-NAME

Defendant Insurance Third Party Adjusting Company Name

DEF-INS-THIRD-PARTY-PHONE#

Defendant Insurance Third Party Adjusting Company Phone Number

DEF-INS-THIRD-PARTY-STATE

Defendant Insurance Third Party Adjusting Company State

DEF-INS-THIRD-PARTY-ZIP

Defendant Insurance Third Party Adjusting Company Zip

DEF-NON-PARTY-CONT-ADDR1

Defendant Non-Party Contact Address Line 1

DEF-NON-PARTY-CONT-ADDR2

Defendant Non-Party Contact Address Line 2

DEF-NON-PARTY-CONT-ADDR3

Defendant Non-Party Contact Address Line 3

DEF-NON-PARTY-CONT-ADDRESS-BLOCK

Defendant Non-Party Contact Address Block

DEF-NON-PARTY-CONT-ADDRESS-HORIZ

Defendant Non-Party Contact Address Horizontal

DEF-NON-PARTY-CONT-BLOCK-NO-NAME

Defendant Non-Party Contact Address Block without name

DEF-NON-PARTY-CONT-CITY

Defendant Non-Party Contact City

DEF-NON-PARTY-CONT-CITY-STATE-ZIP

Defendant Non-Party Contact City, State Zip

DEF-NON-PARTY-CONT-CNTY

Defendant Non-Party Contact County

DEF-NON-PARTY-CONT-EMAIL

Defendant Non-Party Contact Email

DEF-NON-PARTY-CONT-FIRST-NAME

Defendant Non-Party Contact First Name

DEF-NON-PARTY-CONT-HE-SHE

Defendant Non-Party Contact He or She

DEF-NON-PARTY-CONT-HIM-HER

Defendant Non-Party Contact Him or Her

DEF-NON-PARTY-CONT-HIS-HER

Defendant Non-Party Contact His or Hers

DEF-NON-PARTY-CONT-INIT

Defendant Non-Party Contact Initials

DEF-NON-PARTY-CONT-LAST-NAME

Defendant Non-Party Contact Last Name

DEF-NON-PARTY-CONT-NAME

Defendant Non-Party Contact Name

DEF-NON-PARTY-CONT-PHONE#

Defendant Non-Party Contact Phone Number

DEF-NON-PARTY-CONT-PREFIX

Defendant Non-Party Contact Prefix

DEF-NON-PARTY-CONT-STATE

Defendant Non-Party Contact State

DEF-NON-PARTY-CONT-SUFFIX

Defendant Non-Party Contact Suffix

DEF-NON-PARTY-CONT-ZIP

Defendant Non-Party Contact Zip

DEF-TIME-SUMMARY-TABLE

Defendant Time Tracking Summary Table

DEF-TIME-TABLE

Defendant Time Tracking Table

DEF-TIME-TABLE-NOT-INVOICED

Defendant Time Tracking Table except Paid and Invoiced

DEF-TIME-TABLE-NOT-PAID

Defendant Time Tracking Table except Paid

EMP-EMPLYR-ADDRESS-BLOCK

Employer Full Address

EMP-EMPLYR-ADDRESS-BLOCK-NO-NAME

Employer Address Block without name

EMP-EMPLYR-ADDRESS-HORIZ

Employer Address Horizontal

EMP-EMPLYR-CITY-STATE-ZIP

Employer City, State and Zip Code

EMP-EMPLYR-EMAIL

Employer Email

EMP-UNION-ADDRESS-BLOCK

Employer Union Address Block

EXAM-DOCTOR-ADDR1

Adverse Exam Doctor Address1

EXAM-DOCTOR-ADDR2

Adverse Exam Doctor Address2

EXAM-DOCTOR-ADDR3

Adverse Exam Doctor Address3

EXAM-DOCTOR-ADDRESS-BLOCK

Adverse Exam Doctor Address Block

EXAM-DOCTOR-ADDRESS-BLOCK-NO-NAME

Adverse Exam Doctor Address Block without name

EXAM-DOCTOR-ADDRESS-HORIZ

Adverse Exam Doctor Address Horizontal

EXAM-DOCTOR-CITY

Adverse Exam Doctor City

EXAM-DOCTOR-CITY-STATE-ZIP

Adverse Exam Doctor City, State And Zip Code

EXAM-DOCTOR-EMAIL

Adverse Exam Doctor Email

EXAM-DOCTOR-HE-SHE

Adverse Exam Doctor He, She, or It

EXAM-DOCTOR-HIM-HER

Adverse Exam Doctor Him, Her, or It

EXAM-DOCTOR-HIS-HER

Adverse Exam Doctor His, Hers, or Its

EXAM-DOCTOR-INIT

Adverse Exam Doctor Initial

EXAM-DOCTOR-PREFIX

Adverse Exam Doctor Prefix

EXAM-DOCTOR-STATE

Adverse Exam Doctor State

EXAM-DOCTOR-SUFFIX

Adverse Exam Doctor Suffix

EXAM-DOCTOR-ZIP

Adverse Exam Doctor Zip

FUNERAL-HOME-ADDR1

Funeral Home Address Line 1

FUNERAL-HOME-ADDR2

Funeral Home Address Line 2

FUNERAL-HOME-ADDR3

Funeral Home Address Line 3

FUNERAL-HOME-ADDRESS-BLOCK

Funeral Home Address Block

FUNERAL-HOME-ADDRESS-BLOCK-NO-NAME

Funeral Home Address Block without name

FUNERAL-HOME-ADDRESS-HORIZ

Funeral Home Address Horizontal

FUNERAL-HOME-CITY

Funeral Home City

FUNERAL-HOME-CITY-STATE-ZIP

Funeral Home City, State and Zip Code

FUNERAL-HOME-CNTY

Funeral Home County

FUNERAL-HOME-EMAIL

Funeral Home Email

FUNERAL-HOME-FAX

Funeral Home Fax

FUNERAL-HOME-NAME

Funeral Home Name

FUNERAL-HOME-PHONE#

Funeral Home Phone Number

FUNERAL-HOME-STATE

Funeral Home State

FUNERAL-HOME-ZIP

Funeral Home Zip

INC-AGE

Incident age

INC-AGE-EXP

Incident Age Expanded

INC-AGE-YM-EXP

Incident Age Year Month Expanded

INC2-AGE

Incident2 age

INC2-AGE-EXP

Incident2 Age Expanded

INC2-AGE-YM-EXP

Incident2 Age Year Month Expanded

INC3-AGE

Incident3 age

INC3-AGE-EXP

Incident3 Age Expanded

INC3-AGE-YM-EXP

Incident3 Age Year Month Expanded

INC4-AGE

Incident4 age

INC4-AGE-EXP

Incident4 age

INC4-AGE-YM-EXP

Incident4 Age Year Month Expanded

MED-PRVD-ADDRESS-BLOCK2

All Medical Provider Address Block with Employer Name

MED-PRVD-FIRST-NAME

All Medical Provider First Name

MED-PRVD-INIT

All Medical Provider Initial

MED-PRVD-SUFFIX

All Medical Provider Suffix

PL-ADJ-ADDR1

Plaintiff Adjuster Address Line 1

PL-ADJ-ADDR2

Plaintiff Adjuster Address Line 2

PL-ADJ-ADDR3

Plaintiff Adjuster Address Line 3

PL-ADJ-CITY

Plaintiff Adjuster City

PL-ADJ-CITY-STATE-ZIP

Plaintiff Adjuster City, State Zip

PL-ADJ-CNTY

Plaintiff Adjuster County

PL-ADJ-HIM-HER

Plaintiff Adjuster Him or Her

PL-ADJ-HIS-HER

Plaintiff Adjuster His or Hers

PL-ADJ-INIT

Plaintiff Adjuster Initials

PL-ADJ-INS-ADDRESS-BLOCK

Plaintiff Adjuster’s Address Block with Insurance Name and Address

PL-ADJ-INS-ADDRESS-BLOCK2

Plaintiff Adjuster’s Address Block with Insurance Name and Adjuster’s Address

PL-ADJ-STATE

Plaintiff Adjuster State

PL-ADJ-SUFFIX

Plaintiff Adjuster Suffix

PL-ADJ-ZIP

Plaintiff Adjuster Zip

PL-ATTY-LAW-FIRM-ADDERSS-BLOCK-NO-NAME

Plaintiff Law Firm Address Block Without Name

PL-ID

Plaintiff ID

PL-INC-AGE

Plaintiff Age at Incident

PL-INC-AGE-EXP

Plaintiff Age at Incident Expanded

PL-INC-AGE-YM-EXP

Plaintiff Age at Incident Year Month Expanded

PL-INC2-AGE

Plaintiff Age at Incident2

PL-INC2-AGE-EXP

Plaintiff Age at Incident2 Expanded

PL-INC2-AGE-YM-EXP

Plaintiff Age at Incident2 Year Month Expanded

PL-INC3-AGE

Plaintiff Age at Incident3

PL-INC3-AGE-EXP

Plaintiff Age at Incident3 Expanded

PL-INC3-AGE-YM-EXP

Plaintiff Age at Incident3 Year Month Expanded

PL-INC4-AGE

Plaintiff Age at Incident4

PL-INC4-AGE-EXP

Plaintiff Age at Incident4 Expanded

PL-INC4-AGE-YM-EXP

Plaintiff Age at Incident4 Year Month Expanded

PL-INJ-MRG-DESCRIPTION

Plaintiff Injury Mergeable Description

PL-INS-ADDRESS-BLOCK-NO-NAME

Plaintiff Insurance Address Block without name

PL-INS-ADDRESS-HORIZ

Plaintiff Insurance Address Horizontal

PL-INS-CNTY

Plaintiff Insurance County

PL-INS-EMAIL

Plaintiff Insurance Email

PL-INS-INSURED-ADDR1

Plaintiff Insurance Insured Address Line 1

PL-INS-INSURED-ADDR2

Plaintiff Insurance Insured Address Line 2

PL-INS-INSURED-ADDR3

Plaintiff Insurance Insured Address Line 3

PL-INS-INSURED-ADDRESS-BLOCK

Plaintiff Insurance Insured Address Block

PL-INS-INSURED-ADDRESS-HORIZ

Plaintiff Insurance Insured Address Horizontal

PL-INS-INSURED-BLOCK-NO-NAME

Plaintiff Insurance Insured Address Block without name

PL-INS-INSURED-CITY

Plaintiff Insurance Insured City

PL-INS-INSURED-CITY-STATE-ZIP

Plaintiff Insurance Insured City, State Zip

PL-INS-INSURED-CNTY

Plaintiff Insurance Insured County

PL-INS-INSURED-EMAIL

Plaintiff Insurance Insured Email

PL-INS-INSURED-FIRST-NAME

Plaintiff Insurance Insured First Name

PL-INS-INSURED-HE-SHE

Plaintiff Insurance Insured He or She

PL-INS-INSURED-HIM-HER

Plaintiff Insurance Insured Him or Her

PL-INS-INSURED-HIS-HER

Plaintiff Insurance Insured His or Hers

PL-INS-INSURED-INIT

Plaintiff Insurance Insured Initials

PL-INS-INSURED-LAST-NAME

Plaintiff Insurance Insured Last Name

PL-INS-INSURED-PHONE#

Plaintiff Insurance Insured Phone Number

PL-INS-INSURED-PREFIX

Plaintiff Insurance Insured Prefix

PL-INS-INSURED-STATE

Plaintiff Insurance Insured State

PL-INS-INSURED-SUFFIX

Plaintiff Insurance Insured Suffix

PL-INS-INSURED-ZIP

Plaintiff Insurance Insured Zip

PL-INS-THIRD-PARTY-ADDR1

Plaintiff Insurance Third Party Adjusting Company Address Line 1

PL-INS-THIRD-PARTY-ADDR2

Plaintiff Insurance Third Party Adjusting Company Address Line 2

PL-INS-THIRD-PARTY-ADDR3

Plaintiff Insurance Third Party Adjusting Company Address Line 3

PL-INS-THIRD-PARTY-ADDRESS-BLOCK

Plaintiff Insurance Third Party Adjusting Company Address Block

PL-INS-THIRD-PARTY-ADDRESS-HORIZ

Plaintiff Insurance Third Party Adjusting Company Address Horizontal

PL-INS-THIRD-PARTY-ADJ-ADDR1

Plaintiff Insurance Third Party Adjuster Address Line 1

PL-INS-THIRD-PARTY-ADJ-ADDR2

Plaintiff Insurance Third Party Adjuster Address Line 2

PL-INS-THIRD-PARTY-ADJ-ADDR3

Plaintiff Insurance Third Party Adjuster Address Line 3

PL-INS-THIRD-PARTY-ADJ-ADDRESS-BLOCK

Plaintiff Insurance Third Party Adjuster Address Block

PL-INS-THIRD-PARTY-ADJ-ADDRESS-HORIZ

Plaintiff Insurance Third Party Adjuster Address Horizontal

PL-INS-THIRD-PARTY-ADJ-BLOCK-NO-NAME

Plaintiff Insurance Third Party Adjuster Address Block without name

PL-INS-THIRD-PARTY-ADJ-CITY

Plaintiff Insurance Third Party Adjuster City

PL-INS-THIRD-PARTY-ADJ-CITY-STATE-ZIP

Plaintiff Insurance Third Party Adjuster City, State Zip

PL-INS-THIRD-PARTY-ADJ-CNTY

Plaintiff Insurance Third Party Adjuster County

PL-INS-THIRD-PARTY-ADJ-EMAIL

Plaintiff Insurance Third Party Adjuster Email

PL-INS-THIRD-PARTY-ADJ-FIRST-NAME

Plaintiff Insurance Third Party Adjuster First Name

PL-INS-THIRD-PARTY-ADJ-HE-SHE

Plaintiff Insurance Third Party Adjuster He or She

PL-INS-THIRD-PARTY-ADJ-HIM-HER

Plaintiff Insurance Third Party Adjuster Him or Her

PL-INS-THIRD-PARTY-ADJ-HIS-HER

Plaintiff Insurance Third Party Adjuster His or Hers

PL-INS-THIRD-PARTY-ADJ-INIT

Plaintiff Insurance Third Party Adjuster Initials

PL-INS-THIRD-PARTY-ADJ-LAST-NAME

Plaintiff Insurance Third Party Adjuster Last Name

PL-INS-THIRD-PARTY-ADJ-NAME

Plaintiff Insurance Third Party Adjuster Name

PL-INS-THIRD-PARTY-ADJ-PHONE#

Plaintiff Insurance Third Party Adjuster Phone Number

PL-INS-THIRD-PARTY-ADJ-PREFIX

Plaintiff Insurance Third Party Adjuster Prefix

PL-INS-THIRD-PARTY-ADJ-STATE

Plaintiff Insurance Third Party Adjuster State

PL-INS-THIRD-PARTY-ADJ-SUFFIX

Plaintiff Insurance Third Party Adjuster Suffix

PL-INS-THIRD-PARTY-ADJ-ZIP

Plaintiff Insurance Third Party Adjuster Zip

PL-INS-THIRD-PARTY-BLOCK-NO-NAME

Plaintiff Insurance Third Party Adjusting Company Address Block without name

PL-INS-THIRD-PARTY-CITY

Plaintiff Insurance Third Party Adjusting Company City

PL-INS-THIRD-PARTY-CITY-STATE-ZIP

Plaintiff Insurance Third Party Adjusting Company City, State Zip

PL-INS-THIRD-PARTY-CLAIM#

Plaintiff Insurance Third Party Claim Number

PL-INS-THIRD-PARTY-CNTY

Plaintiff Insurance Third Party Adjusting Company County

PL-INS-THIRD-PARTY-EMAIL

Plaintiff Insurance Third Party Adjusting Company Email

PL-INS-THIRD-PARTY-NAME

Plaintiff Insurance Third Party Adjusting Company Name

PL-INS-THIRD-PARTY-PHONE#

Plaintiff Insurance Third Party Adjusting Company Phone Number

PL-INS-THIRD-PARTY-STATE

Plaintiff Insurance Third Party Adjusting Company State

PL-INS-THIRD-PARTY-ZIP

Plaintiff Insurance Third Party Adjusting Company Zip

PL-INS-ZIP

Plaintiff Insurance Zip

PL-MED-AND-LIEN-DUE-TABLE

Plaintiff Medical Provider Bills and Liens Total with None Zero Balance Table

PL-MED-PRVD-EMPL-ADDR-LIST

Plaintiff Medical Providers list with Employer and Address

PL-MED-PRVDS-BILL-TABLE-SUBTOTALS

Plaintiff Medical Provider Bills with Subtotals

PL-MED-PRVDS-BILL-TOTAL-DUE-NOT-PAID-TABLE

Plaintiff Medical Provider Bills Total with None Zero Balance Not Payable by Firm Table

PL-MED-PRVDS-BILL-TOTAL-DUE-PAID-TABLE

Plaintiff Medical Provider Bills Total with None Zero Balance Payable by Firm Table

PL-MED-PRVDS-BILL-TOTAL-NOT-PAID-TABLE

Plaintiff Medical Provider Bills Total Not Payable by Firm Table

PL-MED-PRVDS-BILL-TOTAL-PAID-TABLE

Plaintiff Medical Provider Bills Total Payable by Firm Table

PL-NON-PARTY-CONT-ADDR1

Plaintiff Non-Party Contact Address Line 1

PL-NON-PARTY-CONT-ADDR2

Plaintiff Non-Party Contact Address Line 2

PL-NON-PARTY-CONT-ADDR3

Plaintiff Non-Party Contact Address Line 3

PL-NON-PARTY-CONT-ADDRESS-BLOCK

Plaintiff Non-Party Contact Address Block

PL-NON-PARTY-CONT-ADDRESS-HORIZ

Plaintiff Non-Party Contact Address Horizontal

PL-NON-PARTY-CONT-BLOCK-NO-NAME

Plaintiff Non-Party Contact Address Block without name

PL-NON-PARTY-CONT-CITY

Plaintiff Non-Party Contact City

PL-NON-PARTY-CONT-CITY-STATE-ZIP

Plaintiff Non-Party Contact City, State Zip

PL-NON-PARTY-CONT-CNTY

Plaintiff Non-Party Contact County

PL-NON-PARTY-CONT-EMAIL

Plaintiff Non-Party Contact Email

PL-NON-PARTY-CONT-FIRST-NAME

Plaintiff Non-Party Contact First Name

PL-NON-PARTY-CONT-HE-SHE

Plaintiff Non-Party Contact He or She

PL-NON-PARTY-CONT-HIM-HER

Plaintiff Non-Party Contact Him or Her

PL-NON-PARTY-CONT-HIS-HER

Plaintiff Non-Party Contact His or Hers

PL-NON-PARTY-CONT-INIT

Plaintiff Non-Party Contact Initials

PL-NON-PARTY-CONT-LAST-NAME

Plaintiff Non-Party Contact Last Name

PL-NON-PARTY-CONT-NAME

Plaintiff Non-Party Contact Name

PL-NON-PARTY-CONT-PHONE#

Plaintiff Non-Party Contact Phone Number

PL-NON-PARTY-CONT-PREFIX

Plaintiff Non-Party Contact Prefix

PL-NON-PARTY-CONT-STATE

Plaintiff Non-Party Contact State

PL-NON-PARTY-CONT-SUFFIX

Plaintiff Non-Party Contact Suffix

PL-NON-PARTY-CONT-ZIP

Plaintiff Non-Party Contact Zip

PL-SPOUSE-ADDR1

Plaintiff Spouse Address Line 1

PL-SPOUSE-ADDR2

Plaintiff Spouse Address Line 2

PL-SPOUSE-ADDR3

Plaintiff Spouse Address Line 3

PL-SPOUSE-ADDRESS-BLOCK

Plaintiff Spouse Address Block

PL-SPOUSE-ADDRESS-HORIZ

Plaintiff Spouse Address Horizontal

PL-SPOUSE-BLOCK-NO-NAME

Plaintiff Spouse Address Block without name

PL-SPOUSE-CITY

Plaintiff Spouse City

PL-SPOUSE-CITY-STATE-ZIP

Plaintiff Spouse City, State Zip

PL-SPOUSE-CNTY

Plaintiff Spouse County

PL-SPOUSE-EMAIL

Plaintiff Spouse Email

PL-SPOUSE-FIRST-NAME

Plaintiff Spouse First Name

PL-SPOUSE-INIT

Plaintiff Spouse Initials

PL-SPOUSE-LAST-NAME

Plaintiff Spouse Last Name

PL-SPOUSE-PHONE#

Plaintiff Spouse Phone Number

PL-SPOUSE-PREFIX

Plaintiff Spouse Prefix

PL-SPOUSE-STATE

Plaintiff Spouse State

PL-SPOUSE-SUFFIX

Plaintiff Spouse Suffix

PL-SPOUSE-ZIP

Plaintiff Spouse Zip

REF-ATTY-ADDRESS-BLOCK-NO-NAME

Referring Attorney Address Block without name

REF-ATTY-ADDRESS-HORIZ

Referring Attorney Address Horizontal

REF-ATTY-EMAIL

Referring Attorney Email

REF-ATTY-HE-SHE

Referring Attorney He or She

REF-ATTY-HIM-HER

Referring Attorney Him or Her

REF-ATTY-HIS-HER

Referring Attorney His or Hers

REF-ATTY-INIT

Referring Attorney Initials

REF-ATTY-PHONE#

Referring Attorney Phone Number

REF-ATTY-SUFFIX

Referring Attorney Suffix

REF-FILE#

Referring File Number

REF-LF-ADDRESS-BLOCK-NO-NAME

Referring Law Firm Address Block without name

REF-LF-ADDRESS-HORIZ

Referring Law Firm Address Horizontal

REF-LF-EMAIL

Referring Law Firm Email

REF-LF-PHONE#

Referring Law Firm Phone Number

REF-OUT-ATTY-ADDRESS-BLOCK

Referred Out Attorney Address Block

REF-OUT-ATTY-ADDRESS-BLOCK-NO-NAME

Referred Out Attorney Address Block without name

REF-OUT-ATTY-ADDRESS-HORIZ

Referred Out Attorney Address Horizontal

REF-OUT-ATTY-CITY-STATE-ZIP

Referred Out Attorney City, State Zip

REF-OUT-ATTY-CNTY

Referred Out Attorney County

REF-OUT-ATTY-EMAIL

Referred Out Attorney Email

REF-OUT-ATTY-FAX

Referred Out Attorney Fax

REF-OUT-ATTY-HE-SHE

Referred Out Attorney He or She

REF-OUT-ATTY-HIM-HER

Referred Out Attorney Him or Her

REF-OUT-ATTY-HIS-HER

Referred Out Attorney His or Hers

REF-OUT-ATTY-INIT

Referred Out Attorney Initials

REF-OUT-ATTY-PHONE#-WORK

Referred Out Attorney Work Phone Number

REF-OUT-LAWFIRM-ADDRESS-BLOCK-NO-NAME

Referred Out Law Firm Address Block without name

REF-OUT-LAWFIRM-ADDRESS-HORIZ

Referred Out Law Firm Address Horizontal

REF-OUT-LAWFIRM-CNTY

Referred Out Law Firm County

REF-OUT-LAWFIRM-EMAIL

Referred Out Law Firm Email

REF-TABLE

Referring Law Firm Attorney Table

SET-DIST-CHECK-TABLE

Settlement Distribution Checks Table

SET-DIST-CHECKS-TO-PRINT-TABLE

Settlement Distribution Checks to Print Table

SET-INSURANCE-TYPE

Settlement Insurance Type

SET-SETTLEMENT-TYPE

Settlement Type

SYS-DOC-ID

System Document ID

TRIAL-DATE

Next Case Trial Appointment Date

TRIAL-DATE-EXP

Next Case Trial Appointment Date Expanded

TRIAL-DAYOFWEEK

Next Case Trial Appointment Day of the Week

TRIAL-JUDGE-NAME

Next Case Trial Appointment Judge Name

TRIAL-LOC-ADDR

Next Case Trial Appointment Location Address

TRIAL-LOC-NAME

Next Case Trial Appointment Location Name

TRIAL-TIME

Next Case Trial Appointment Time

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