Documents Prepared Cover Letter - CAS 360 Dictionary Codes

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Documents Prepared Cover Letter

This letter is generated in the Document Production screen.

Note: The Documents Prepared Cover Letter can utilise the merge fields of the other document templates that are in the current Document Production screen.
Example: If the Allotment Journal 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}

 Select mceclip2.png when preparing Cover Letter in the Document Production Screen for document date (Default to Today's Date).
The type of change that is being prepared

${changeType}

 Example: if preparing a shareholder change, the result will be 'Shareholder Changes'
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 User Profile page
Firm Name 

${firmName}

 Name of your firm.
Client's First and Last Name

${contactFullName}

 Select mceclip2.png when preparing Cover Letter in the Document Production Screen for Letter Addressee.
Client's First and Last Name in Proper case 

${contactFullNameProperCase} 

 Select mceclip2.png when preparing Cover Letter in the Document Production Screen for Letter Addressee.
Client's First Name

${contactFirstName}

 Select mceclip2.png when preparing Cover Letter in the Document Production Screen for Letter Addressee.
Client's First Name in Proper Case

${contactFirstNameProperCase}

 Select mceclip2.png when preparing Cover Letter in the Document Production Screen for Letter Addressee.
Client's Last Name

${contactSurnameName}

 Select mceclip2.png when preparing Cover Letter in the Document Production Screen for Letter Addressee.
Client's Last Name in Proper case

${contactSurnameProperCase} 

 Select mceclip2.png when preparing Cover Letter in the Document Production Screen for Letter Addressee.

Client's Full Name (First Name and Surname)

${officerFirstNameAndSurnameOnly}

 Select mceclip2.png when preparing Cover Letter in the Document Production Screen for Letter Addressee.

Client's Full Name (First Name and Surname) in Proper Case

${officerFirstNameAndSurnameOnlyProperCase}

 Select mceclip2.png when preparing Cover Letter in the Document Production Screen for Letter Addressee.
Client's Title

${contactTitle}

 Select mceclip2.png when preparing Cover Letter in the Document Production Screen for Letter Addressee.
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 meeting address in Trust Details. 
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 meeting address in Trust Details. 

The Registered Office Address - entered into the Addresses screen.

Address in Single Line, Proper Case

${companyRegisteredAddress}

Address in Multi Line, Proper Case, No Building/Estate Name & Town/City Capitalised

${companyRegisteredAddressMultiLineProperCaseSuburbCapitalisedNoComma}

Address in Multi Line, Proper Case

${CompanyRegisteredAddressMultiLineProperCase}

Address in Multi Line, Proper Case, Town/City Capitalised

${CompanyRegisteredAddressMultiLineProperCaseSuburbCapitalised}

Address in Multi Line, all Capitalised

${CompanyRegisteredAddressMultiLineAllCaps}

Business Address - entered into the Addresses screen.

Address in Single Line, Proper Case

${companyBusinessAddress}

Address in Multi Line, Proper Case, No Building/Estate Name & Town/City Capitalised

${companyBusinessAddressMultiLineProperCaseSuburbCapitalisedNoComma}

Address in Multi Line, Proper Case

${CompanyBusinessAddressMultiLineProperCase}

Address in Multi Line, Proper Case, Town/City Capitalised

${CompanyBusinessAddressMultiLineProperCaseSuburbCapitalised}

Address in Multi Line, all Capitalised

${CompanyBusinessAddressMultiLineAllCaps}

Postal Address - entered into the Addresses screen.

Address in Single Line, Proper Case

${CompanyPostalAddress}

Address in Multi Line, Proper Case, No Building/Estate Name & Town/City Capitalised

${companyPostalAddressMultiLineProperCaseSuburbCapitalisedNoComma}

Address in Multi Line, Proper Case

${CompanyPostalAddressMultiLineProperCase}

Address in Multi Line, Proper Case, Town/City Capitalised

${CompanyPostalAddressMultiLineProperCaseSuburbCapitalised}

Address in Multi Line, all Capitalised

${CompanyPostalAddressMultiLineAllCaps}

Miscellaneous

Display text as Uppercase

${UC}

${UC${companyName}} to display the company name in Upper Case

Display text in Proper case

${ProperCase}

${companyOfficerNameProperCase} to display Officer name in Proper Case.

Financial Year End Date

${FinancialYearEndDate}

Add the Financial Year End Date under Company Dates via General Details. 

Signing Date

${DateSigned}

In the Document Production screen, click Options beside the document. If this is not available, the date will default to Today's date. 

Partner Name

${PartnerName}

Add the Partner's name under Company Contacts via General Details. 
Partner First Name and Surname only ${PartnerFirstNameSurnameOnly} Add the Partner's name under Company Contacts via General Details. 
Company Name

${companyName}

 Entered into the Company Name field in the General Details screen.

Company Contact Codes

The following codes relate to the Company Contact selected in the General Details screen.

Description  Code
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}
Company Contact First Name ${CompanyContactFirstName}
Company Contact First Name in Lower Case ${CompanyContactFirstNameLowerCase}

Company Contact First Name in Proper Case

 ${CompanyContactFirstNameProperCase}
Company Contact First Name in Upper Case ${CompanyContactFirstNameUpperCase}
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}

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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