#ACCONT#

Accounts contact name

#ADDRCOUNTRY#

Contact's location country

#ADDRESS#

Contact's location address

#ADDRESSNAME#

Contact's address name

#CLIENT#

Client name for this matter

#CLIENTCODE#

Client code

#CLIENTREF#

Client’s reference for this matter

#OFFICEREF#

Office reference for this matter

#EMAIL#

Contact’s email address

#MOBILE#

Contact’s mobile phone number

#PHONE#

Contact’s phone number

#FAXNO#

Contact’s fax number

#HOMEADDRESS# alias #EXTRADDR#

Contact’s home address

#HOMECOUNTRY#

Contact’s home country

#HOMEEMAIL# alias #EMAIL#

Contact's home email

#HOMEFAXNO#

Contact’s home fax no

#HOMEPOSTCODE#

Contact’s home post code

#JOBTITLE#

Contact's job title

#POSTCODE#

Contact's location postcode

#SALUTATION#

Contact's salutation

#DATE#

Today’s date

#DATE+15D#

Today’s date plus 15 days. Can also use W for weeks, Y for years, positive or negative numbers

#YEAR#

This year in full

#USDATE#

Today’s date formatted ‘Month, day, year’ e.g., January 1, 1970

#DATE_FR#

Today’s date formatted with French names for months

#DATE_NL#

Today’s date formatted with Dutch names for months

Applicant name, comma separated if more than one

#APPLICANT| connector#

Applicant name, separated by specified connector if more than one

e.g. #APPLICANT| and#

e.g. #APPLICANT|;#

#APPLICANT_FORMAL#

Applicant formal name, comma separated if more than one

#APPLICANT_ADDRESSNAME#

Applicant address name, comma separated if more than one

#APPLICANT_NATIONALITY#

Applicant nationality, comma separated if more than one

#APPLICANT_ADDRESS#

Applicant address, comma separated if more than one

#FIRST_APPLICANT#

Name of the first applicant

#APPLICANT_ADDRESS_LETTER# alias #FIRST_APPLICANT_ADDRESS#

Address for the first applicant

#APPLICANT_NaA#

Applicant's name and address, on separate lines if more than one 

#APPLICANT_NaA_BOX#

Applicant's name and address in a box, one after another if more than one 

#LICENSEE#

Licensee name, comma separated if more than one

#LICENSEE_FORMAL#

Licensee formal name, comma separated if more than one

#LICENSEE_NATIONALITY#

Licensee nationality, comma separated if more than one

#LICENSEE_ADDRESS#

Licensee address, displayed on separated rows if more than one

#FIRST_LICENSEE#

Name of the first licensee

#LICENSEE_NaA#

Licensee’s name and address listed on one line

#MATTERASSOCIATE#

First associate site name for this matter

#ASSOCREF# alias #MATTERASSOCIATEREF#

Associate’s reference for this matter

#ASSOCIATE_NaA_BOX#

Associate's address, postcode and country

#ADDCLIENT#

First additional client for this matter

#ADDCLIENTREF#

First additional client reference for this matter

#ADDCLIENTADDRESS#

First additional client for this matter address

#OTHER_SIDE_ORGANISATION#

The name of the other side organisation, comma separated if more than one

#OTHER_SIDE_NAME#

The name of the people at the other side organisation, comma separated if more than one

#OTHER_SIDE_REF#

The other side reference, comma separated if more than one

#OTHER_SIDE_SOLICITOR_ORGANISATION#

The name of the other side solicitor organisation, comma separated if more than one

#OTHER_SIDE_SOLICITOR_NAME#

The names of the people at the other side solicitor organisation, comma separated if more than one

#OTHER_SIDE_SOLICITOR_REF#

The other side solicitor reference, comma separated if more than one

#CATEGORY# alias #TYPE#

Matter category, e.g., patent

#COUNTRY#

Country name of the matter country, e.g., Australia

#COUNTRYADJ#

Country adjective of the matter country, e.g., Australian

#COUNTRYCODE#

Country code of the matter country e.g., AU

#DONEACTIONS#

A list of all 'Done' tasks for this matter

#DUEACTIONS#

A list of all 'Due' tasks for this matter

#EXPIRYDATE#

Expiry/renewal date from the details page. Can add any numbers of days (D), weeks (W) or years (Y) in past or future, e.g., #EXPIRYDATE+1Y#

#DESIGNATEDSTATES#

Trade mark designated states field (Note: Not to be confused with the ‘Designated Countries’ Field)

#EXTRA1#

TM Goods

#EXTRA2#

TM Conditions

#EXTRA3#

TM Classes

#EXTRA4#

TM Designated countries

#EXTRA5#

Payment reference

#EXTRA6#

Product type

#FAMILY#

Matter code and short title of all family matters

#FAMILYLIST#

Matter code and country code of all family matters

#INVENTOR_TABLE#

A table of inventors with their addresses

#FIRSTINVENTOR#

First inventor name

#INVENTOR#

Inventors' names, separated with commas if multiple

#INVENTOR_FORMAL#

Inventors' formal names, comma separated

#INVENTOR_SALUTATION#

Inventors' salutations names, comma separated

#INVENTOR_ADDRESS#

Inventors' addresses, comma separated

#INVENTOR_NaA#

Inventors' names and addresses, comma separated

#MATTER#

Matter code

#MATTERASSOCIATE#

The location name of the associate

#NEXTRENEWAL#

Same as #RENEWAL# but different date layout

#NEXTRENEWALTEXT#

Description of next renewal task

#NEXTFATAL#

Next fatal task due date. Can add or subtract days (D), weeks (W), months (M), or years (Y). e.g., #NEXTFATAL-1W#

#NOTES#

Notes

#OFFICIALACTIONS#

A list of all dates where type is set as 'Official Action'

#OPENDATE#

Date matter was opened

#OPPOSITION#

This picks out the date of the first live task in a matter that is marked as type 'Opposition'

#OWNER#

Owner of the matter (user)

#OLDCODE#

Old code for the matter (sometimes used in take on)

#PARENTAGE#

Parentage of the matter

#RENDEADLINES#

A list of all dates where type is set as renewal

#RENEWAL#

This picks out the date of the first live task in the matter that is marked as a type 'Renewal'

#RENEWAL+6#

Above date plus 6 months. Can add or subtract any combination of days (D), weeks (W), months or years (Y), e.g. #RENEWAL+1Y#

#SHORTTITLE#

Matter short title

#SITENAME#

Contact location name

#STATUS#

Matter status, e.g., pending

#GRANTED?APPLICATION#

Prints the word ‘Application ‘ if there is no grant date. Otherwise blank

#TITLE# alias #LONGTITLE#

Matter long title

#FORMALTITLE#

Matter formal title

#WHOPAYS#

Who pays the bill for this matter (location name)

#WHOPAYS_PHONE#

Who pays the bill for this matter (phone)

#WHOPAYS_FAX#

Who pays the bill for this matter (fax)

#WHOPAYS_EMAIL#

Who pays the bill for this matter (email)

#YOURVATNO#

Your VAT number

#INVOICEADDRESS# alias #WHOPAYS_ADDRESS#

Address for the 'Who pays the bill' for this matter

#TASKDATE# alias #BASEDATE#

Next due task date. Can add or subtract days (D), weeks (W), months or years (Y)

#THUMBNAIL#

Inserts a thumbnail of the matter image

H1

Priority (earliest)

#H1CC#

Country code of earliest priority application – first two letters

#H1COUNTRY#

Country name of earliest priority application

#H1DATE#

Date of earliest priority application

#H1CODE#

Number of earliest priority application

#H1NOCC#

Country number

#ADDPRIOS#

Lists the priority date, country code and code for each additional priority, comma separated

#H1DATE+x#

Priority date plus x months 

#H1DATE-x#

Priority date less x months 

H2

Filing/Application

#H2DATE#

Filing date

#H2CODE#

Application number

#H2DATE+x#

Filing date plus x months 

#H2DATE-x#

Filing date less x months 

#H2DATE+120#

Filing date plus 120 months (10 years)

#H2DATE+60#

Filing date plus 60 months (5 years)

H3

Publication

#H3DATE#

Publication/Advertisement date

#H3CODE#

Publication/Advertisement number

#H3DATE+x#

Publication date plus x months 

#H3DATE-x#

Publication date less x months

H4

Grant

#H4DATE#

Grant/Registration date

#H4CODE#

Grant/Registration number

#H4DATE+x#

Grant date plus x months 

#H4DATE-x#

Grant date less x months 

H5

National phase entry

#H5DATE#

National/Regional phase entry date

#H5CODE#

National/Regional phase entry number

#H5ORH2CODE#

Takes Nat/Reg number if present, otherwise uses Filing no.

#H5ORH2DATE#

Takes Nat/Reg entry date if present, otherwise uses Filing date

#H5DATE+x#

Nat/Reg Entry date plus x months 

#H5DATE-x#

Nat/Reg Entry date less x months 

H6

National phase publication

#H6ORH3CODE#

Takes Nat/Reg publication number if present, otherwise uses original publication number

#H6ORH3DATE#

Takes Nat/Reg publication date if present, otherwise uses original publication date

#H6DATE#

National/Regional publication date

#H6CODE#

National/Regional publication number

#H6DATE+x#

Nat/Reg Publication date plus x months 

#H6DATE-x#

Nat/Reg Publication date less x months 

H7

First OA

#H7DATE#

Date of first office action

#H7DATE+14D#

Date of first office action plus 14 days

#H7DATE+x#

First office action date plus x months 

#H7DATE-x#

First office action date less x months 

H8

Publication of EP search

#H8DATE#

Date of publication of EP search report

#H8DATE+x#

Publication of EP search report date plus x months 

#H8DATE-x#

Publication of EP search report date less x months 

Misc.

#HXORHYDATE#

Where X and Y are numbers relating to your matter histories

#HXORHYTITLE#

Displays history title, e.g. Grant, Application, Priority

#HXORHYCODE#

Displays code e.g., GB0012345;

#HXORHYCC#

Displays country e.g., GB

#HXORHYCOUNTRY#

Displays country e.g., United Kingdom

#PRESET_TASK_DATE_X#

Where X is the ID of the pre-set task

#USEREMAIL#

Matter owner's email (Attorney/Fee Earner/Owner)

#USER2EMAIL#

Matter second user's email (Formalities)

#USER3EMAIL#

Matter third user's email (Secretary)

#USER4EMAIL#

Matter forth user's email (Trainee)

#USERINITIALS# alias #UI#

Matter owner’s initials

#USER2INITIALS# alias #UI2#

Matter second user's initials

#USER3INITIALS# alias #UI3#

Matter third user's initials

#USER4INITIALS# alias #UI#

Matter fourth user's initials

#USER_SIGNATURE#

Matter owner’s signature

#USER2_SIGNATURE#

Matter second user's signature

#USER3_SIGNATURE#

Matter third user's signature

#USER4_SIGNATURE#

Matter fourth user's signature

#USERLETTERNAME#

Matter owner’s sign-off name

#USERLETTERNAME2#

Matter owner’s second sign-off name

#USER2LETTERNAME#

Matter second user's sign-off name

#USER2LETTERNAME2#

Matter second user's second sign-off name

#USER3LETTERNAME#

Matter third user's sign-off name

#USER3LETTERNAME2#

Matter third user's second sign-off name

#USER4LETTERNAME#

Matter fourth user's sign-off name

#USER4LETTERNAME2#

Matter fourth user's second sign-off name

#USERLETTERTITLE#

Matter owner's sign-off title – line 1

#USERLETTERTITLE2#

Matter owner’s sign-off title – line 2 (optional)

#USERLETTERTITLE3#

Matter owner’s sign-off title – line 3 (optional)

#USERLETTERTITLE4#

Matter owner’s sign-off title – line 4 (optional)

#USERLETTERTITLE5#

Matter owner’s sign-off title – line 5 (optional)

#USERLETTERTITLE6#

Matter owner’s sign-off title – line 6 (optional)

#USER2LETTERTITLE#

Matter second user's sign-off title – line 1

#USER2LETTERTITLE2#

Matter second user's sign-off title – line 2 (optional)

#USER2LETTERTITLE3#

Matter second user's sign-off title – line 3 (optional)

#USER2LETTERTITLE4#

Matter second user's sign-off title – line 4 (optional)

#USER2LETTERTITLE5#

Matter second user's sign-off title – line 5 (optional)

#USER2LETTERTITLE6#

Matter second user's sign-off title – line 6 (optional)

#USER3LETTERTITLE#

Matter third user's sign-off title – line 1

#USER3LETTERTITLE2#

Matter third user's sign-off title – line 2 (optional)

#USER3LETTERTITLE3#

Matter third user's sign-off title – line 3 (optional)

#USER3LETTERTITLE4#

Matter third user's sign-off title – line 4 (optional)

#USER3LETTERTITLE5#

Matter third user's sign-off title – line 5 (optional)

#USER3LETTERTITLE6#

Matter third user's sign-off title – line 6 (optional)

#USER4LETTERTITLE#

Matter fourth user's sign-off title – line 1

#USER4LETTERTITLE2#

Matter fourth user's sign-off title – line 2 (optional)

#USER4LETTERTITLE3#

Matter fourth user's sign-off title – line 3 (optional)

#USER4LETTERTITLE4#

Matter fourth user's sign-off title – line 4 (optional)

#USER4LETTERTITLE5#

Matter fourth user's sign-off title – line 5 (optional)

#USER4LETTERTITLE6#

Matter fourth user's sign-off title – line 6 (optional)

#USERPHONE#

Matter owner’s phone number

#USER2PHONE#

Matter second user's phone number

#USER3PHONE#

Matter third user's phone number

#USER4PHONE#

Matter fourth user's phone number

#CC#

Contents of the “cc” box for letters (Note: Not compatible with Smart Templates)

#PC_NaA#

Primary contact's name and address

#PC_NAME#

Primary contact's name

#PC_ADDRESS#

Primary contact's address

#PC_POSTCODE#

Primary contact's postcode

#PC_PHONE#

Primary contact's phone

#PC_FAX#

Primary contact's fax

#PC_EMAIL#

Primary contact's email

#PC_HOMEPHONE#

Primary contact's home phone

#PC_HOMEMOBILE#

Primary contact's home mobile

#PC_HOMEFAX#

Primary contact's home fax

#PC_HOMEEMAIL#

Primary contact's home email

#ACCONT#

Accounts contact name

#INVOICEADDRESS#

Invoice address (for Who Pays the Bill)

#ACCONTEMAIL#

The accounts contact (to use with For attention of)

#BG#

Billing guide number

#CLIENTREF#

Client reference

#DATE#

(see #TAXDATE#)

#INVOICENUMBER#

Invoice number

#OURREF#

Your reference

#YOURVATNO#

Client VAT number

#TAXDATE#

Invoice date

#TAXDATEPLUS#

Invoice date plus number of days entered in the Address Book Organisation ‘Finance Settings’

#PAYTERM#

Payment Term description entered in the Address Book Organisation ‘Finance Settings’

#APPLICANT#

Applicant

#CATEGORY#

Matter category, e.g., patent

#CLIENT#

Client's name

#COUNTRY#

Country name of the matter country e.g., Australia

#COUNTRYADJ#

Country adjective of the matter country e.g., Australian

#EXTRA1#

TM Goods

#EXTRA2#

TM Conditions

#EXTRA3#

TM Classes

#EXTRA4#

TM Designated countries

#EXTRA5#

Payment reference

#EXTRA6#

Product type

#MATTER#

Matter code

#OWNER#

Owner of the matter (user)

#SHORTTITLE#

Matter short title

#TITLE#

Matter long title

#INVOICETABLE#

Table of all charges bulked together with descriptions

#SCHEDULETABLE#

Table of charges in detail [Combined/Monthly Invoices]

#OVERVIEWTABLE#

Table of charges as overview [Combined/Monthly Invoices]

#CLIENT#

Client name for this matter

#CLIENTREF#

Client’s reference for this matter

#WHOPAYS#

Who pays the bill for this matter (location name)

#ASSOCIATES#

A list of associates relevant to this matter

#ASSOCREF#

The associate's reference

#INVENTOR_TABLE#

A table of inventors with their addresses

#APPLICANT#

Applicant

#CATEGORY#

Matter category e.g., patent

#COUNTRY#

Country name of the matter country e.g., Australia

#COUNTRYADJ#

Country adjective of the matter country e.g., Australian

#COUNTRYCODE#

Country code of the matter country e.g., AU

#EXPIRYDATE#

Expiry/Renewal date from the details page

#EXTRA1#

TM Goods

#EXTRA2#

TM Conditions

#EXTRA3#

TM Classes

#EXTRA4#

TM Designated countries

#EXTRA5#

Payment reference

#EXTRA6#

Product type

#FAMILY#

Family name

#H1CODE#

Earliest priority number

#H1DATE#

Earliest priority date

#H1CC#

Earliest priority country code

#H1CCNAME#

Earliest priority country name

#H2CODE#

Application number

#H2DATE#

Filing date

#H3CODE#

Publication/Advertisement number

#H3DATE#

Publication/Advertisement date

#H4CODE#

Grant/Registration number

#H4DATE#

Grant/Registration date

#H5CODE#

National/Regional phase entry number

#H5DATE#

National/Regional phase entry date

#H6CODE#

National/Regional publication number

#H6DATE#

National/Regional publication date

#H7DATE#

Date of first office action

#H8DATE#

Date of Publication of EP search report

#MATTER#

Matter code

#NOTES#

Notes

#OWNER#

The matter owner (Attorney)

#OWNER2#

The matter second user (Formalities)

#OWNER3#

The matter third user (Secretary)

#OWNER4#

The matter fourth user (Trainee)

#PARENTAGE#

The parentage of the matter

#SHORTTITLE#

The matter short title

#STATUS#

The matter status, e.g., pending

#TITLE#

The short title

#TYPEOFMARK#

#DATE#

Today’s date

#DONEACTIONS#

List of activities which have been completed

#DUEACTIONS#

List of activities which are due to be done

#NEXTRENEWAL#

Next renewal date for this matter

#OPENDATE#

Date the file was opened

#RENDEADLINES#

A list of all dates where type is set as renewal

#CHARGESHEET_AMOUNT_X#