Documents Prepared Cover Letter

This letter is generated when in the Document Production screen

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

Example: If the Notice of Meeting Members 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}	Document date. The date can be changed in the Document Production screen by clicking
Client's First and Last Name	${contactFullName}	Contact when sending the document
Client's First and Last Name in Proper case	${contactFullNameProperCase}	contact selected when sending the document
Client's First Name	${contactFirstName}	contact selected when sending the document (will use the Casual name if it has been entered)
Client's First in Proper case	${contactFirstNameProperCase}	contact selected when sending the document (will use the Casual name if it has been entered)
Client's Last Name	${contactSurnameName}	contact selected when sending the document
Client's Last Name in Proper case	${contactSurnameProperCase}	contact selected when sending the document
Client's Title	${contactTitle}	contact selected when sending the document
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 trustee contact's residential address.
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 trustee contact's residential address.
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 BGL Account page
Firm Name	${firmName}	Name of your firm
Document Lodgement Due Date	${dueDate}	Document Lodgement Due Date
First late fee ASIC will charge	${firstLatePenalty}	First late fee ASIC will charge
Second late fee ASIC will charge	${secondLatePenalty}	Second late fee ASIC will charge
The number of days that form has before ASIC penalties apply	${lodgementDays}	The number of days that form has before ASIC penalties apply
The type of change that is being prepared	${changeType}	Example: if preparing an officers change, the result will be 'Change to Company Officers'
Postal Address in Multiple lines, no commas	${companyPostalAddressMultiLineNoComma}	The Postal address entered into the Addresses screen
Company Business Address in Multiple lines, no commas	${companyBusinessAddressMultiLineNoComma}	The Business Office address entered into the Addresses screen
Company Registered Office Address in Multiple lines, Proper case and no commas	${companyRegisteredAddressMultiLineProperCaseSuburbCapitalisedNoComma}	The Registered Office address entered into the Addresses screen
Company Business Address in Multiple lines, Proper case and no commas	${companyBusinessAddressMultiLineProperCaseSuburbCapitalisedNoComma}	The Business Office address entered into the Addresses screen
Company Postal Address in Multiple lines, Proper case and no commas	${companyPostalAddressMultiLineProperCaseSuburbCapitalisedNoComma}	The Postal address entered into the Addresses 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}

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
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