Freeform Documents - CAS 360 Dictionary Codes

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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.

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

 

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