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!
| Description | Code | Where is this information in CAS 360? |
|
Partner Name |
${PartnerName} | Partner appearing in the General Details screen |
| Partner Name, Proper Case | ${PartnerNameProperCase} | Partner appearing in the General Details screen |
| Partner First Name and Surname only | ${PartnerFirstNameSurnameOnly} | Partner appearing in the General Details screen |
| Partner First Name and Surname only Proper Case | ${PartnerFirstNameSurnameOnlyProperCase} | Partner appearing in the General Details screen |
Email Templates
Document Deadline Reminder
Document Prepared
Annual Review
Digital Signing Documents Prepared
Document Review
Company Debt Reminder
Document Templates
ASIC Deregistration Invoice
Distribution Statement (Discretionary Trust)
Distribution Statement (Unit trust)
Dividend Statements
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
SMS Templates
Digital Signing Annual Review
Adoption of Replaceable Rules
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. |
| 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 Postal Address in Multi Line | ${CompanyPostalAddressMultiLineProperCase} | The Postal Address entered into the Addresses screen |
| Company Postal Address in Multi Line Suburb Capitalised | ${CompanyPostalAddressMultiLineProperCaseSuburbCapitalised} | 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 Document Templates Only)
| 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 |
|
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 |
| 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. |