Common name and address codes across templates – CAS 360 Australia

Name and address codes in CAS 360 differ between templates because each template fills its codes from a different person or record: the company contact, the person the email is sent to, or the officer the document is prepared for. This article lists the codes you can use across many templates, who each one fills from, and which templates list it. For every code, see The CAS 360 Dictionary.

Applies to

Document and email templates for companies. Trust templates (for example, distribution statements and trustee minutes) use their own codes; the company contact codes don't work in them.

Who does each code fill from?

Before you add a code, work out whose details you want in that template.

Company contact: The company contact selected in the company's General Details screen. Use these codes when the same person should appear whatever the template.
Email recipient: The person the email is sent to. The Client codes (for example, ${ClientFirstNameOnly}) work in email templates only.
Selected officer: The officeholder a document is prepared for, set in the Officers screen. The Officer codes work only in templates prepared for an officer.
Signing contact and billing contact: The company's signing contact and billing contact. These codes work in a small set of letters and minutes.
Partner and manager: The partner and manager entered under Company Contacts in the General Details screen.
Company addresses: The registered office, business and postal addresses entered in the Addresses screen.
Shareholder or unitholder: The holder named on a certificate. These codes work only in certificate templates.

Common name and address codes

Type each code exactly as shown in the codes article for the template you're editing. Some codes are written with a lower-case first letter in document templates (for example, ${companyContactName}) and an upper-case first letter in email templates (${CompanyContactName}).

Fills with	Codes	Works in
Company contact's full name	${companyContactName} ${companyContactNameProperCase} ${companyContactNameUpperCase} ${companyContactNameLowerCase}	All company document and email templates, including freeform documents for companies. Fills as blank if no company contact is selected.
Company contact's first name	${CompanyContactFirstName} ${CompanyContactFirstNameProperCase} ${CompanyContactFirstNameUpperCase} ${CompanyContactFirstNameLowerCase}	Listed in 43 company templates. [CHECK: works in every company template, like the full-name codes?]
Email recipient's name and title	${ClientFirstName} ${ClientFirstNameOnly} ${ClientFirstNameOnlyProperCase} ${ClientLastName} ${ClientSmartTitle}	Email templates only. ${ClientLastName} and ${ClientSmartTitle} are listed in fewer email templates than the first-name codes.
Selected officer's name and address	${officerFullName} ${officerAddress}	Templates prepared for an officer, for example Consent to Act and Resignation Letter.
Signing and billing contact's name and address	${signingContactNameProperCase} ${signingContactAddressProperCase} ${billingContactNameProperCase} ${billingContactAddressProperCase}	Six templates, including the cover letters and directors' and members' minutes or resolutions.
Partner's name	${PartnerName} ${PartnerNameProperCase} ${PartnerFirstNameSurnameOnly} ${PartnerFirstNameSurnameOnlyProperCase}	All email and document templates.
Manager's name	${ManagerName} ${ManagerNameProperCase} ${ManagerFirstNameSurnameOnly} ${ManagerFirstNameSurnameOnlyProperCase}	Listed in 22 templates. [CHECK: all templates, like the partner codes?]
Your firm's name	${FirmName}	Mainly email and SMS templates, plus the cover letters.
Company name	${companyName}	Listed in 32 company document and email templates.
Registered office, business or postal address (multiple lines)	${CompanyRegisteredAddressMultiLineProperCase} ${CompanyBusinessAddressMultiLineProperCase} ${CompanyPostalAddressMultiLineProperCase}	Document templates. Variants with capitalised suburbs, all capitals and no commas are listed in The CAS 360 Dictionary and in each template's codes article.
Shareholder's or unitholder's name and address	${sc_securityHolderName} ${sc_securityHolderAddress}	Share Certificate, Unit Certificate and Member Certificate only.

Which templates list each code?

Open the template's codes article to see every code it supports, including codes not covered here.

Company contact full-name codes

Templates whose codes article lists ${companyContactName} or ${CompanyContactName}:

Company contact first-name codes

Templates whose codes article lists ${CompanyContactFirstName}:

Email recipient (Client) codes

Templates whose codes article lists ${ClientFirstNameOnly}:

Selected officer codes

Templates whose codes article lists ${officerFullName}:

Signing and billing contact codes

Templates whose codes article lists ${signingContactNameProperCase}:

Company address codes (multiple lines, no commas)

Templates whose codes article lists ${companyBusinessAddressMultiLineNoComma}:

Frequently asked questions

Why don't all templates use the same code for first name, surname and address?

Each template fills its codes from the person it's about. An email fills from the person you send it to, a Consent to Act fills from the officer, and a cover letter can fill from the company contact. To show the same person in every template, use the company contact codes.

If you'd like consistent codes across all templates, tell us using the feedback option in CAS 360. See Log a Support Call, Help and Feedback.

What happens if I use a code a template doesn't support?

The code usually shows as typed, for example ${ClientFirstNameOnly}, instead of being filled in. Preview the document or email after you edit a template to spot any codes that didn't fill.

How do I add a code to a template?

See How to edit/change a document template and How to edit/change an email template.

Last checked against release [CHECK: current CAS 360 version]