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} |
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} |
Company Details
| Description | Code |
| Company name | ${companyName} |
| ACN | ${companyNumber} |
| Meeting Address | ${meetingAddress} |
| Meeting address in multi line | ${meetingAddressMultiLine} |
| Meeting address in multi line and proper case | ${meetingAddressMultiLineProperCase} |
| Meeting address in multi line and proper case and suburb is capitalised | ${meetingAddressMultiLineProperCaseSuburbCapitalised} |
| Signing Date | ${dateSigned} |
| Document Type | ${documentName} |
| Attending Directors | ${attendingDirectorsNames} |
| Attending Directors | ${attendingDirectorsNamesOnePerLine} |
| Attending Directors names in proper case | ${attendingDirectorsNamesProperCase} |
| Attending Secretaries | ${attendingSecretariesNames} |
| Attending Secretaries | ${attendingSecretariesNamesOnePerLine} |
| Chairperson name | ${chairpersonName} |
| Chairperson name in proper case | ${chairpersonNameProperCase} |
| Applicant Name | ${resolutionDirectorsNames} |
| Office Occupier | ${currentOfficeOccupier} |
| Annual review date | ${companyAnnualReviewDate} |
| Postal Address in Multiple lines, no commas | ${companyPostalAddressMultiLineNoComma} |
| Company Business Address in Multiple lines, no commas | ${companyBusinessAddressMultiLineNoComma} |
| Company Registered Office Address in Multiple lines, Proper case and no commas | ${companyRegisteredAddressMultiLineProperCaseSuburbCapitalisedNoComma} |
| Business Address in Multiple lines, Proper case and no commas | ${companyBusinessAddressMultiLineProperCaseSuburbCapitalisedNoComma} |
| Postal Address in Multiple lines, Proper case and no commas | ${companyPostalAddressMultiLineProperCaseSuburbCapitalisedNoComma} |
| Company Contact Name | ${companyContactName} |
| Company Contact Name in Lower Case | ${companyContactNameLowerCase} |
| Company Contact Name in Proper Case | ${companyContactNameProperCase} |
| Company Contact Name in Upper Case | ${companyContactNameUpperCase} |
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 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 |
|
Full date |
${DNC} |
${DNC${datesigned}} Display the date in its full date format Example: 10 January 2022 |
|
Date format: DD Month YYYY |
${D_MAW} |
${D_MAW${dateSigned}} Display the date in its full date format Example: 10 January 2022 |
|
Day, full date |
${D_DNC} |
${D_DNC${datesigned}} Display the date as day, full date Example: Monday, 10 January 2022 |
|
Date Long Form (Day, Month/Date/Year) |
${DLF} |
${DLF${documentDate}} Display the date in its long-form format Example: Monday, January 10th, 2022 |
|
Date Long Form (Day, Date/Month/Year) |
${DLF_AUS} |
${DLF_AUS${dateSigned}} Display the date in its long-form format (with the day of the month at the beginning of the date)
Example: Monday, 10th January 2022 |
|
Date Long Form, No Day (Month, Date, Year) |
${DLF_ND} |
${DLF_ND${documentDate}} Display the date in its long-form format, excluding the day of the week Example: January 10th, 2022 |
|
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 | ${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 |