Documents Prepared Cover Letter - CAS 360 Dictionary Codes

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Documents Prepared Cover Letter

This letter is generated when in the Document Production screen

Note: The Documents Prepared Cover Letter can utilise the merge fields of the other document templates that are selected in the current Document Production screen.
 
Example: If the Notice of Meeting Members is selected in the Document Production screen, the Cover letter will be able to utilise the codes used for that document.
Description
Code
Where is this information in CAS 360?
The date on the Letter   
${documentDate} 
 
Document date. The date can be changed in the Document Production screen by clicking
Client's First and Last Name ${contactFullName} Contact when sending the document
Company or Trust name* ${entityName} Name of the Company from the Company Selection screen. In case of a trust, the trustee's name from the trust screen
Company or Trust name in Proper case* ${entityNameProperCase}  Name of the Company from the Company Selection screen. In case of a trust, the trustee's name from the trust screen

Company registered address / Trustee contact residential address.*

${entityAddress}

In the case of a company, the registered address in the Addresses screen. In the case of a trust, the trustee contact's residential address.

Company registered address / Trustee contact residential address in Proper case*

 

${entityAddressProperCase}

In the case of a company, the registered address in the Addresses screen. In the case of a trust, the trustee contact's residential address. 

List of documents prepared ${documentsPrepared} List of Documents in the Document Production screen 
Current User's Username  

${userName}

Username of the current user as specified in the BGL Account page
Firm Name  ${firmName}  Name of your firm
Document Lodgement Due Date ${dueDate} Document Lodgement Due Date
The type of change that is being prepared

$(changeType)

Example: if preparing an officers change, the result will be 'Change to Company Officers' 
Client's First and Last Name in Proper case 

${contactFullNameProperCase} 

contact selected when sending the document
 Client's First Name

${contactFirstName} 

contact selected when sending the document
Client's First in Proper case

${contactFirstNameProperCase}

contact selected when sending the document (will use the Casual name if it has been entered)
Client's Last Name

${contactSurnameName}

contact selected when sending the document (will use the Casual name if it has been entered)
Client's Last Name in Proper case

${contactSurnameProperCase} 

contact selected when sending the document
Client's Title

${contactTitle}

contact selected when sending the document

Postal Address in Multiple lines, no commas

 

${companyPostalAddressMultiLineNoComma}

 
The Postal address entered into the Addresses screen
 

Company Business Address in Multiple lines, no commas 

 

${companyBusinessAddressMultiLineNoComma}

The Business Office address entered into the Addresses screen 
 
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