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} |
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} |
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} |
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 |
| Full date | ${DNC} |
${DNC${datesigned}} Display the date in its full date format 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 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 |
${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: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 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 format: DD Month YYYY | ${D_MAW} |
${D_MAW${dateSigned}} Display the date in its full date format 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 |