The CAS 360 Dictionary

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Below are the codes you can use in your Document Templates and Email Templates to instantly pre-fill information in your customised documents.

Please ensure you use the codes specified under each email/document template below. Some codes are specific to an email/document template and will not work if used in another email/document template.

New: Partner Name!


Add the Partner's name under Company Contacts via General Details and use the following code to include them in all email and document templates!

Email Templates:

${PartnerName}

${PartnerNameProperCase}

Document Templates:

${partnerName}

${PartnerNameProperCase}

*First Partner name only. 

 Email Templates


Document Deadline Reminder

This email is generated when the Reminder is sent from the Document Deadline Alert

Description
Code
Where is this information in CAS 360?
Client Name ${Client} Contact when sending the document reminder via the Alerts
Document Name ${DocumentName}  Name of the document due
Due Date ${DueDate} The due date for the document before any Late Fee applies 
2 weeks from deadline date ${TwoWeeksPriorDueDate} The due date for the document before any Late Fee applies plus 2 weeks
1 week from deadline date

${WeekPriorDueDate}

The due date for the document before any Late Fee applies plus 1 week
Client First Name (including middle name) ${ClientFirstName} Contact when sending the document reminder via the Alerts
Client Last Name ${ClientLastName} Contact when sending the document reminder via the Alerts
Client Email ${ClientEmail} Contact email when sending the document reminder via the Alerts
Remaining Days ${RemainingDays} How many days remaining for the document due date
Username ${UserName} Name of the CAS 360 user
Firm Name ${FirmName} Name of your firm
Company Client Number ${ClientNumber} Client Number entered into the Company Info screen. In the Company Info screen, the client number is entered with Client Data
Client Reference number

${Reference}

Reference Number entered into the Company Info screen. In the Company Info screen, the Reference number is entered with Client Data
Company Label ${CompanyLabels} Name of the label attached to the company
Client title (if one exists) ${ClientSmartTitle}

CAS 360 will use the title and the surname in the Global Contacts screen.

If the title has not been entered, CAS 360 will use the first name and the surname of the contact (e.g. John Jones).

If the title has been entered, CAS 360 will display the title and surname of the contact (e.g. Mr Jones).

Client First Name Only ${ClientFirstNameOnly} Contact when sending the document reminder via the Alerts
Client First Name Only in Proper Case

${ClientFirstNameOnlyProperCase}

The recipient Contact when sending the document reminder via the Alerts in Proper Case
ACN ${CompanyNumber} ACN appearing in the General Details screen
 

Document Prepared

This email generated when send document is selected in Document Production

Description
Code
Where is this information in CAS 360?
Document Name ${formName} The name of the ASIC Document
Client Name ${Client} Contact when sending the document reminder via the Alerts
Due Date ${DueDate} The due date for the document before any Late Fee applies 
Client First Name (including middle name) ${ClientFirstName} Contact when sending the document reminder via the Alerts
Client Last Name ${ClientLastName} Contact when sending the document reminder via the Alerts
Client Email ${ClientEmail} Contact email when sending the document reminder via the Alerts
Username ${UserName} Name of the CAS 360 user
Firm Name ${FirmName} Name of your firm
Company Client Number ${ClientNumber} Client Number entered into the Company Info screen. In the Company Info screen, the client number is entered with Client Data
Client Reference number

${Reference}

Reference Number entered into the Company Info screen. In the Company Info screen, the Reference number is entered with Client Data
Company Label ${CompanyLabels} Name of the label attached to the company
Client title (if one exists) ${ClientSmartTitle}

CAS 360 will use the title and the surname in the Global Contacts screen.

If the title has not been entered, CAS 360 will use the first name and the surname of the contact (e.g. John Jones).

If the title has been entered, CAS 360 will display the title and surname of the contact (e.g. Mr Jones).

Client First Name Only ${ClientFirstNameOnly} Contact when sending the document reminder via the Alerts
Client First Name Only in Proper Case

${ClientFirstNameOnlyProperCase}

The recipient contact when sending the document reminder via the Alerts in Proper Case
ACN ${CompanyNumber} ACN appearing in the General Details screen

Annual Review

This email is generated when Annual Review Documents are sent from the Review Screen

Description
Code
Where is this information in CAS 360?
Client Name ${Client} Contact when sending the document reminder via the Alerts
Company Name ${CompanyName} Name of the company appearing in the Company Screen
Year of Annual Review ${AnnualReviewYear} Annual Review year appearing in the Annual Review screen
Annual Review Fee ${AnnualReviewFee} The annual review fee for the year
Total outstanding ASIC balance ${AsicOutstandingBalance} Current total outstanding ASIC balance including annual review fee
2 months from annual review date ${AnnualReviewDeadline} Annual Review year appearing in the General Details screen plus 2 months
2 weeks from annual review date ${DateAdd2Weeks}  Annual Review date appearing in the General Details screen plus 14 days
Solvent or Insolvent ${SolvencyStatus} Option Coming soon
Client First Name (including middle name) ${ClientFirstName} Contact when sending the document reminder via the Alerts
Client Last Name ${ClientLastName} Contact when sending the document reminder via the Alerts
Client Email ${ClientEmail} Contact email when sending the document reminder via the Alerts
Username ${UserName} Name of the CAS 360 user
Firm Name ${FirmName} Name of your firm
Company Client Number ${ClientNumber} Client Number entered into the Company Info screen. In the Company Info screen, the client number is entered with Client Data
Client Reference number

${Reference}

Reference Number entered into the Company Info screen. In the Company Info screen, the Reference number is entered with Client Data
Company Label ${CompanyLabels} Name of the label attached to the company
Client title (if one exists) ${ClientSmartTitle}

CAS 360 will use the title and the surname in the Global Contacts screen.

If the title has not been entered, CAS 360 will use the first name and the surname of the contact (e.g. John Jones).

If the title has been entered, CAS 360 will display the title and surname of the contact (e.g. Mr Jones).

Client First Name Only ${ClientFirstNameOnly} Contact when sending the document reminder via the Alerts
Client First Name Only in Proper Case

${ClientFirstNameOnlyProperCase}

The recipient contact when sending the document reminder via the Alerts in Proper Case
ACN ${CompanyNumber} ACN appearing in the General Details screen

 

Digital Signing Documents Prepared

This email generated when send document is selected in Document Production and Digital signing has been selected.

Description
Code
Where is this information in CAS 360?
Document Name ${formName} The due date for the document before any Late Fee applies
Client Name ${Client} Contact when sending the document reminder via the Alerts
Due Date ${DueDate} The due date for the document before any Late Fee applies 
Client First Name (including middle name) ${ClientFirstName} Contact when sending the document reminder via the Alerts
Client Last Name ${ClientLastName} Contact when sending the document reminder via the Alerts
Client Email ${ClientEmail} Contact email when sending the document reminder via the Alerts
Username ${UserName} Name of the CAS 360 user
Firm Name ${FirmName} Name of your firm
Company Client Number ${ClientNumber} Client Number entered into the Company Info screen. In the Company Info screen, the client number is entered with Client Data
Client Reference number

${Reference}

Reference Number entered into the Company Info screen. In the Company Info screen, the Reference number is entered with Client Data
Company Label ${CompanyLabels} Name of the label attached to the company
Client title (if one exists) ${ClientSmartTitle}

CAS 360 will use the title and the surname in the Global Contacts screen.

If the title has not been entered, CAS 360 will use the first name and the surname of the contact (e.g. John Jones).

If the title has been entered, CAS 360 will display the title and surname of the contact (e.g. Mr Jones).

Client First Name Only ${ClientFirstNameOnly} Contact when sending the document reminder via the Alerts
Client First Name Only in Proper Case

${ClientFirstNameOnlyProperCase}

The recipient contact when sending the document reminder via the Alerts in Proper Case
ACN ${CompanyNumber} ACN appearing in the General Details screen
 

Document Review

This email is generated when Documents are sent from using the Document Review function

Description
Code
Where is this information in CAS 360?
Reviewer ${Reviewer} Contact when sending the document for review
Username ${UserName} Name of the CAS 360 user
Document Name ${FormName} The due date for the document before any Late Fee applies
Company Name ${CompanyName} Name of the company appearing in the Company Screen
Due Date ${DueDate} The due date for the document before any Late Fee applies 

Document Templates


Members Consent

Members Minutes or Resolution

Notice of Beneficial Ownership

Notice of a Meeting of Members

Register of Members

Register of Unitholders

Resignation Letter

Share Certificate

Share Transfer Form

Solvency Resolution

Supplementary Document Resolution

Unit Certificate

Unit Transfer Form

Listing of distributions paid

Declaration of Distribution Resolution

Declaration of Dividend Resolution

Declaration of Company Not Traded

Consent to Act

Company Constitution

Annual Company Statement

Allotment Journal

Annual Review Cover Letter

Directors Meeting Minute

Copy of the Electronically Signed Document

Solvency Resolution

ASIC Invoice

Unitholder Minute or Resolution

Distribution Statement (Discretionary Trust)

Distribution Statement (Unit trust)

Dividend Statements

SMS Templates

Digital Signing Annual Review

Miscellaneous

For Documents only

Description Code Example
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. See Propercase merge fields.docx for a list of all Proper Case merge fields.
Annual review date ${companyAnnualReviewDate} Annual Review date appearing in the General Details
Registered Office Address in Multi Line ${companyRegisteredAddressMultiLineProperCase} The Registered Office address entered into the Addresses screen
Registered Office Address in Multi Line and Suburb capitalised ${companyRegisteredAddressMultiLineProperCaseSuburbCapitalised} The Registered Office address entered into the Addresses screen
Business Address in Multi Line ${companyBusinessAddressMultiLineProperCase} The Business address entered into the Addresses screen
Business Address in Multi Line and Suburb capitalised ${companyBusinessAddressMultiLineProperCaseSuburbCapitalised} The Business address entered into the Addresses screen
Business Address in Multi Line and all In Capitals ${companyBusinessAddressMultiLineAllCaps} The Business address entered into the Addresses screen
Registered Office Address in Multi Line all In Capitals ${companyRegisteredAddressMultiLineAllCaps} The Registered Office address entered into the Addresses screen
Company Postal Address ${companyPostalAddress} The Postal address entered into the Addresses screen
Company Superfund ${superFund} The Superfund entered into the Relationships screen
Financial Year End Date ${financialYearEndDate} Financial year end date entered into the Annual Return Year field for Copy of Financial Statements and Reports - Form 388


Miscellaneous - Date Formats

For Documents only

The following codes can be added to ANY date code in the dictionary 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

Full date ${DNC}

${DNC${datesigned}}

Display the date in its full date format

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 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

${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: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 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

 

 
 
Description Code Where is this information in CAS 360?
Selected Officer Position ${officerPosition}  In the Officers screen, Officeholders where the flag is on.

Company name

${companyName} Entered into the Company Name field in the General Details screen.
Full name of Selected Officer ${officerFullName} In the Officers screen, Officeholders where the flag is on.
Residential Address

${officerAddress}

In the Officers screen, Officeholders where the flag is on.
Residential Address (muti line) ${officerAddressMultiLine} In the Officers screen, Officeholders where the flag is on.
Residential Address (muti line and Proper case) ${officerAddressMultiLineProperCase} In the Officers screen, Officeholders where the flag is on.
Residential Address (muti line and Proper case and Suburb in Capitals) ${officerAddressMultiLineProperCaseSuburbCapitalised} In the Officers screen, Officeholders where the flag is on.
Residential Address (muti line and all in Capitals) ${officerAddressMultiLineAllCaps} In the Officers screen, Officeholders where the flag is on.
Date of Birth

${officerDateOfBirth}

In the Officers screen, Officeholders where the flag is on.
Place of Birth

${officerPlaceOfBirth}

In the Officers screen, Officeholders where the flag is on.
All companies person is a director for

${otherCompanyNames}

In the Contacts screen, edit the contact and click Relationships
Signing Date ${dateSigned} In the Document Production screen, click Options beside the document.
 
 
 
 
 
  • Document
  • template
  • templates
  • mail merge
  • mail merge fields
  • email merge fields
  • merge fields
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