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