Freeform Documents

Freeform Documents enables CAS360 users to create and store their own custom documents and templates. The following are codes that can be used within your custom-created documents to quickly and easily prefill information as needed. The codes are applicable to Freeform Documents where the Document Style is set to Freeform Documents in the freeform workflow.

Name and other details

Description	Code
Contact Name	${freeform_document_contactName}
Contact First Name	${freeform_document_contactFirstName}
Contact Middle Name	${freeform_document_contactMiddleName}
Contact Last Name	${freeform_document_contactLastName}
Contact Casual Name	${freeform_document_contactCasualName}
Contact Chinese Name	${freeform_document_contactChineseName}
Contact Chinese Alias	${freeform_document_contactChineseAlias}
Contact Other Name	${freeform_document_contactOtherName}
Contact Birthplace	${freeform_document_contactBirthplace}
Contact Birth State	${freeform_document_contactBirthState}
Contact Birth Country	${freeform_document_contactBirthCountry}
Company Contact (contact listed in the General Details screen)	${companyContactName}
Company Contact First Name (contact listed in the General Details screen)	${CompanyContactFirstName}
Trust Partner Name	${trustPartnerName}
Trust Partner First Name and Surname only	${trustPartnerFirstNameSurnameOnly}
Trust Manager Name	${trustManagerName}
Trust Manager First Name and Surname only	${trustPartnerFirstNameSurnameOnly}

Name and other details in Proper Case

Description	Code
Contact Name in proper case	${freeform_document_contactNameProperCase}
Contact First Name in proper case	${freeform_document_contactFirstNameProperCase}
Contact Middle Name in proper case	${freeform_document_contactMiddleNameProperCase}
Contact Last Name in proper case	${freeform_document_contactLastNameProperCase}
Contact Casual Name in proper case	${freeform_document_contactCasualNameProperCase}
Contact Chinese Name in proper case	${freeform_document_contactChineseNameProperCase}
Contact Chinese Alias in proper case	${freeform_document_contactChineseAliasProperCase}
Contact Other Name in proper case	${freeform_document_contactOtherNameProperCase}
Contact Birthplace in proper case	${freeform_document_contactBirthplaceProperCase}
Contact Birth State in proper case	${freeform_document_contactBirthStateProperCase}
Contact Birth Country in proper case	${freeform_document_contactBirthCountryProperCase}
Company Contact (contact listed in the General Details screen)	${companyContactNameProperCase}
Company Contact First Name (contact listed in the General Details screen)	${CompanyContactFirstNameProperCase}
Trust Partner Name in proper case	${trustPartnerNameProperCase}
Trust Partner First Name and Surname only in proper case	${trustPartnerFirstNameSurnameOnlyProperCase}
Trust Manager Name	${trustManagerName}
Trust Manager First Name and Surname only in proper case	${trustPartnerFirstNameSurnameOnlyProperCase}

Name in Lower case

Description	Code
Contact Name in lower case	${freeform_document_contactNameLowerCase}
Contact First Name in lower case	${freeform_document_contactFirstNameLowerCase}
Contact Middle Name in lower case	${freeform_document_contactMiddleNameLowerCase}
Contact Last Name in lower case	${freeform_document_contactLastNameLowerCase}
Contact Casual Name in lower case	${freeform_document_contactCasualNameLowerCase}
Contact Chinese Name in lower case	${freeform_document_contactChineseNameLowerCase}
Contact Chinese Alias in lower case	${freeform_document_contactChineseAliasLowerCase}
Contact Other Name in lower case	${freeform_document_contactOtherNameLowerCase}
Company Contact (contact listed in the General Details screen)	${companyContactNameLowerCase}
Company Contact First Name (contact listed in the General Details screen)	${CompanyContactFirstNameLowerCase}

Name in upper case

Description	Code
Contact Name in upper case	${freeform_document_contactNameUpperCase}
Contact First Name in upper case	${freeform_document_contactFirstNameUpperCase}
Contact Middle Name in upper case	${freeform_document_contactMiddleNameUpperCase}
Contact Last Name in upper case	${freeform_document_contactLastNameUpperCase}
Contact Casual Name in upper case	${freeform_document_contactCasualNameUpperCase}
Contact Chinese Name in upper case	${freeform_document_contactChineseNameUpperCase}
Contact Chinese Alias in upper case	${freeform_document_contactChineseAliasUpperCase}
Contact Other Name in upper case	${freeform_document_contactOtherNameUpperCase}
Company Contact (contact listed in the General Details screen)	${companyContactNameUpperCase}
Company Contact First Name (contact listed in the General Details screen)	${CompanyContactFirstNameUpperCase}

Addresses

Description	Code
Contact Address	${freeform_document_contactAddress}
Contact Business Address	${freeform_document_contactBusinessAddress}
Contact Correspondence Address	${freeform_document_contactCorrespondenceAddress}
Contact Postal Address	${freeform_document_contactPostalAddress}
Contact Service Address	${freeform_document_contactServiceAddress}
Contact Other Address	${freeform_document_contactOtherAddress}

Address in Proper Case

Description	Code
Contact Address in Proper Case	${freeform_document_contactAddressProperCase}
Contact Business Address in Proper Case	${freeform_document_contactBusinessAddressProperCase}
Contact Correspondence Address in Proper Case	${freeform_document_contactCorrespondenceAddressProperCase}
Contact Postal Address in Proper Case	${freeform_document_contactPostalAddressProperCase}
Contact Service Address in Proper Case	${freeform_document_contactServiceAddressProperCase}
Contact Other Address in Proper Case	${freeform_document_contactOtherAddressProperCase}

Address in Upper Case

Description	Code
Contact Address in Upper Case	${freeform_document_contactAddressUpperCase}
Contact Business Address in Upper Case	${freeform_document_contactBusinessAddressUpperCase}
Contact Correspondence Address in Upper Case	${freeform_document_contactCorrespondenceAddressUpperCase}
Contact Postal Address in Upper Case	${freeform_document_contactPostalAddressUpperCase}
Contact Service Address in Upper Case	${freeform_document_contactServiceAddressUpperCase}
Contact Other Address in Upper Case	${freeform_document_contactOtherAddressUpperCase}

Contact address in multi line format

Description	Code
Contact address multi line	${freeform_document_contactAddressMultiLine}
Contact buinsess address mutli line	${freeform_document_contactBusinessAddressMultiLine}
Contact correspondence address multi line	${freeform_document_contactCorrespondenceAddressMultiLine}
Contact postal address multi line	${freeform_document_contactPostalAddressMultiLine}
Contact service address multi line	${freeform_document_contactServiceAddressMultiLine}
Contact other address multi line	${freeform_document_contactOtherAddressMultiLine}

DOB and Mobile

Description	Code
Contact Date of Birth	${freeform_document_contactDOB}
Contact Mobile number	${freeform_document_contactMobile}

Company Contact, Signing Contact and Billing Contact

Description	Code
Company Contact Address (Proper Case)	${companyContactAddressProperCase}
Company Contact Address (Lower Case)	${companyContactAddressLowerCase}
Company Contact Correspondence Address (Proper Case)	${companyContactCorrespondenceAddressProperCase}
Company Contact Correspondence Address (Lower Case)	${companyContactCorrespondenceAddressLowerCase}
Signing Contact Name (Proper Case)	${signingContactNameProperCase}
Signing Contact Name (Lower Case)	${signingContactNameLowerCase}
Signing Contact Address (Proper Case)	${signingContactAddressProperCase}
Signing Contact Correspondence Address (Proper Case)	${signingContactCorrespondenceAddressProperCase}
Signing Contact Correspondence Address (Lower Case)	${signingContactCorrespondenceAddressLowerCase}
Billing Contact Name (Proper Case)	${billingContactNameProperCase}
Billing Contact Name (Lower Case)	${billingContactNameLowerCase}
Billing Contact Address (Proper Case)	${billingContactAddressProperCase}
Billing Contact Address (Lower Case)	${billingContactAddressLowerCase}
Billing Contact Correspondence Address (Proper Case)	${billingContactCorrespondenceAddressProperCase}
Billing Contact Correspondence Address (Lower Case)	${billingContactCorrespondenceAddressLowerCase}

Miscellaneous

Financial Year End Date	${financialYearEndDate}	Add the Financial Year End Date under Company Dates via General Details.
Meeting Time	${meetingTime}	In the Document Production screen, click Options beside the document.

Date Formats

The following codes can be added to ANY date code in order to change and select a specific date format. For example, instead of using ${datesigned} add the ${D_DNC} field to it to become: ${D_DNC${datesigned}}

${D_DNC${datesigned}} will display the signing date with its day and full date format (e.g. Tuesday, 25 July 2017)

Description

Code

Example

Day, full date

${D_DNC}

${D_DNC${datesigned}}

Display the date as day, full date

Example: Tuesday, 25 July 2017

Day, full date

Upper Case

${D_DNCUC}

${D_DNCUC${datesigned}}

Display the date as day, full date in all Upper Case

Example: TUESDAY, 25 JULY 2017

Full date

${DNC}

${DNC${datesigned}}

Display the date in its full date format

Example: 25 July 2017

Full date

Upper Case

${DNCUC}

${DNCUC${datesigned}}

Display the date in its full date format in all Upper Case

Example: 25 JULY 2017

Date Long Form

${DLF}

${DLF${documentDate}}

Display the date in its long-form format

Example: Monday, January 1st, 2018

Date Long Form

Upper Case

${DLFUC}

${DLF${documentDate}}

Display the date in its long-form format in all Upper Case

Example: MONDAY, JANUARY 1ST, 2018

Date Long Form no day

${DLF_ND}

${DLF_ND${documentDate}}

Display the date in its long-form format excluding the day of the week

Example: January 1st, 2018

Date Long Form no day

Upper Case

${DLF_NDUC}

${DLF_ND${documentDate}}

Display the date in its long-form format excluding the day of the week in all Upper Case

Example: JANUARY 1ST, 2018

Date Long Form, No Day

(Date, Month, Year)

${DLF_ND2}

${DLF_ND2${dateSigned}}

Display the date in its long-form format (with the day of the month at the beginning of the date) excluding the day of the week

Example: 10th January 2022

Date Long Form no day

(Date, Month, Year)

Upper Case

${DLF_ND2UC}

${DLF_ND2${dateSigned}}

Display the date in its long-form format (with the day of the month at the beginning of the date) excluding the day of the week in all Upper Case

Example:1ST JANUARY, 2018

Date Long Form

${DLF_AUS}

${DLF_AUS${dateSigned}}

Display the date in its long-form format (including the 0 digit for days 1,2,3,4,5,6,7,8,9 of the month)

Example: Monday, 01st January, 2018

Date Long Form

Upper Case

${DLF_AUSUC}

${DLF_AUS${dateSigned}}

Display the date in its long-form format (including the 0 digit for days 1,2,3,4,5,6,7,8,9 of the month) in all Upper Case

Example: MONDAY, 01ST OF JANUARY, 2018

Date Long Form no day

${DLF_ND_AUS}

${DLF_ND_AUS${dateSigned}}

Display the date in its long-form format (including the 0 digit for days 1,2,3,4,5,6,7,8,9 of the month) excluding the day of the week

Example: 01st January, 2018

Date Long Form no day

Upper Case

${DLF_ND_AUSUC}

${DLF_ND_AUS${dateSigned}}

Display the date in its long-form format (including the 0 digit for days 1,2,3,4,5,6,7,8,9 of the month) excluding the day of the week in all Upper Case

Example: 01ST OF JANUARY, 2018

Date format: DD Month YYYY

${D_MAW}

${D_MAW${dateSigned}}

Display the date in its full date format

Example: 01 January 2018

Date format: DD Month YYYY

Upper Case

${D_MAWUC}

${D_MAW${dateSigned}}

Display the date in its full date format in all Upper Case

Example: 01 JANUARY 2018

Date Long Form Variant

${DLF2}

${DLF2${dateSigned}}

Display the date in an alternate long-form format excluding the day of the week.

Example: 7th day of October 2023

Date Long Form Variant Upper Case

${DLF2UC}

${DLF2UC${dateSigned}}

Display the date in an all Upper Case alternate long-form format excluding the day of the week.

Example: 7TH DAY OF OCTOBER 2023