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Document Templates and Merge Codes (v2024)
Document Templates
Added auto save configuration for word template editor
Added support for template’s cc and bcc for mall email
Added editor for word templates
PDF Templates
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 |
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