There are numerous merge fields available for use in the Microsoft Word document templates for transactions.
Copy the desired fields from these tables and paste them into your template.
Global (System Fields)
| Field Name | Text to Paste Into Your Template |
|---|---|
| Global | «Global» |
| Global_Today | «Global_Today» |
| Global_Today_Day | «Global_Today_Day» |
| Global_Today_Month | «Global_Today_Month» |
| Global_Today_Year | «Global_Today_Year» |
| Global_User | «Global_User» |
| Global_User_Display | «Global_User_Display» |
| Global_User_First | «Global_User_First» |
| Global_User_Last | «Global_User_Last» |
| Global_User_Middle | «Global_User_Middle» |
Firm (System Fields)
| Field Name | Text to Paste Into Your Template |
|---|---|
| Firm | «Firm» |
| Firm_Addr | «Firm_Addr» |
| Firm_Addr_Addr1 | «Firm_Addr_Addr1» |
| Firm_Addr_Addr2 | «Firm_Addr_Addr2» |
| Firm_Addr_City | «Firm_Addr_City» |
| Firm_Addr_Country | «Firm_Addr_Country» |
| Firm_Addr_Country_Full | «Firm_Addr_Country_Full» |
| Firm_Addr_Full | «Firm_Addr_Full» |
| Firm_Addr_State | «Firm_Addr_State» |
| Firm_Addr_State_Full | «Firm_Addr_State_Full» |
| Firm_Addr_Zip | «Firm_Addr_Zip» |
| Firm_BookKeeper | «Firm_BookKeeper» |
| Firm_BookKeeper_Name | «Firm_BookKeeper_Name» |
| Firm_BookKeeper_Name_Display | «Firm_BookKeeper_Name_Display» |
| Firm_BookKeeper_Name_First | «Firm_BookKeeper_Name_First» |
| Firm_BookKeeper_Name_Last | «Firm_BookKeeper_Name_Last» |
| Firm_BookKeeper_Name_Middle | «Firm_BookKeeper_Name_Middle» |
| Firm_BookKeeper_Phone | «Firm_BookKeeper_Phone» |
| Firm_BookKeeper_Title | «Firm_BookKeeper_Title» |
| Firm_Email | «Firm_Email» |
| Firm_Fax | «Firm_Fax» |
| Firm_LawFirmId | «Firm_LawFirmId» |
| Firm_Phone | «Firm_Phone» |
| Firm_WebSite | «Firm_WebSite» |
Transaction (System Fields)
| Field Name | Text to Paste Into Your Template |
|---|---|
| Transaction | «Transaction» |
| Transaction_Address | «Transaction_Address» |
| Transaction Address_Address 1 | «Transaction_Address_Addr1» |
| Transaction Address_Address 2 | «Transaction_Address_Addr2» |
| Transaction Address_City | «Transaction_Address_City» |
| Transaction Address_County | «Transaction_Address_Country» |
|
Transaction Address_Country_Full |
«Transaction_Address_Country_Full» |
| Transaction_Address_Full | «Transaction_Address_Full» |
| Transaction _Address_State | «Transaction_Address_State» |
| Transaction_Address_State_Full | «Transaction_Address_State_Full» |
| Transaction_Address_Zip_Code | «Transaction_Address_Zip» |
| Transaction_Address_Full | «Transaction_Address_Full» |
| Transaction_Address_State | «Transaction_Address_State» |
| Transaction_Address_State_Full | «Transaction_Address_State_Full» |
| Transaction_Address_Zip | «Transaction_Address_Zip» |
| Transaction_Amount | «Transaction_Amount» |
| Transaction_AmountInWords | «Transaction_AmountInWords» |
| Transaction_BankAccountName | «Transaction_BankAccountName» |
| Transaction_BankAccountNumber | «Transaction_BankAccountNumber» |
| Transaction_BankName | «Transaction_BankName» |
| Transaction_BankType | «Transaction_BankType» |
| Transaction_ClearDate | «Transaction_ClearDate» |
| Transaction_ClearDate_Day | «Transaction_ClearDate_Day» |
| Transaction_ClearDate_Month | «Transaction_ClearDate_Month» |
| Transaction_ClearDate_Year | «Transaction_ClearDate_Year» |
| Transaction_Cleared | «Transaction_Cleared» |
| Transaction_CreditCardType | «Transaction_CreditCardType» |
| Transaction_DepositSlipDate | «Transaction_DepositSlipDate» |
| Transaction_DepositSlipDate_Day | «Transaction_DepositSlipDate_Day» |
| Transaction_DepositSlipDate_Month | «Transaction_DepositSlipDate_Month» |
| Transaction_DepositSlipDate_Year | «Transaction_DepositSlipDate_Year» |
| Transaction_IndexNumber | «Transaction_IndexNumber» |
| Transaction_Matter | «Transaction_Matter» |
| Transaction_Matter_AreaOfLaw | «Transaction_Matter_AreaOfLaw» |
| Transaction_Matter_AreaOfLaw_Code | «Transaction_Matter_AreaOfLaw_Code» |
| Transaction_Matter_BillingMethod | «Transaction_Matter_BillingMethod» |
| Transaction_Matter_Client | «Transaction_Matter_Client» |
| Transaction_Matter_ClientIssuedMatterId | «Transaction_Matter_ClientIssuedMatterId» |
| Transaction_Matter_Client_Billing | «Transaction_Matter_Client_Billing» |
| Transaction_Matter_Client_Billing_Addr | «Transaction_Matter_Client_Billing_Addr» |
| Transaction_Matter_Client_Billing_Addr_Addr1 | «Transaction_Matter_Client_Billing_Addr_Addr1» |
| Transaction_Matter_Client_Billing_Addr_Addr2 | «Transaction_Matter_Client_Billing_Addr_Addr2» |
| Transaction_Matter_Client_Billing_Addr_City | «Transaction_Matter_Client_Billing_Addr_City» |
| Transaction_Matter_Client_Billing_Addr_Country | «Transaction_Matter_Client_Billing_Addr_Country» |
| Transaction_Matter_Client_Billing_Addr_Country_Full | «Transaction_Matter_Client_Billing_Addr_Country_Full» |
| Transaction_Matter_Client_Billing_Addr_Full | «Transaction_Matter_Client_Billing_Addr_Full» |
| Transaction_Matter_Client_Billing_Addr_State | «Transaction_Matter_Client_Billing_Addr_State» |
| Transaction_Matter_Client_Billing_Addr_State_Full | «Transaction_Matter_Client_Billing_Addr_State_Full» |
| Transaction_Matter_Client_Billing_Addr_Zip | «Transaction_Matter_Client_Billing_Addr_Zip» |
| Transaction_Matter_Client_Billing_Name | «Transaction_Matter_Client_Billing_Name» |
| Transaction_Matter_Client_Billing_Name_Display | «Transaction_Matter_Client_Billing_Name_Display» |
| Transaction_Matter_Client_Billing_Name_First | «Transaction_Matter_Client_Billing_Name_First» |
| Transaction_Matter_Client_Billing_Name_Last | «Transaction_Matter_Client_Billing_Name_Last» |
| Transaction_Matter_Client_Billing_Name_Middle | «Transaction_Matter_Client_Billing_Name_Middle» |
| Transaction_Matter_Client_Code | «Transaction_Matter_Client_Code» |
| Transaction_Matter_Client_Company | «Transaction_Matter_Client_Company» |
| Transaction_Matter_Client_Email | «Transaction_Matter_Client_Email» |
| Transaction_Matter_Client_Funds_Operating | «Transaction_Matter_Client_Funds_Operating» |
| Transaction_Matter_Client_Funds_Trust | «Transaction_Matter_Client_Funds_Trust» |
| Transaction_Matter_Client_Name | «Transaction_Matter_Client_Name» |
| Transaction_Matter_Client_Name_Display | «Transaction_Matter_Client_Name_Display» |
| Transaction_Matter_Client_Name_First | «Transaction_Matter_Client_Name_First» |
| Transaction_Matter_Client_Name_Last | «Transaction_Matter_Client_Name_Last» |
| Transaction_Matter_Client_Name_Middle | «Transaction_Matter_Client_Name_Middle» |
| Transaction_Matter_Client_Prim | «Transaction_Matter_Client_Prim» |
| Transaction_Matter_Client_Prim_Addr | «Transaction_Matter_Client_Prim_Addr» |
| Transaction_Matter_Client_Prim_Addr_Addr1 | «Transaction_Matter_Client_Prim_Addr_Addr1» |
| Transaction_Matter_Client_Prim_Addr_Addr2 | «Transaction_Matter_Client_Prim_Addr_Addr2» |
| Transaction_Matter_Client_Prim_Addr_City | «Transaction_Matter_Client_Prim_Addr_City» |
| Transaction_Matter_Client_Prim_Addr_Country | «Transaction_Matter_Client_Prim_Addr_Country» |
| Transaction_Matter_Client_Prim_Addr_Country_Full | «Transaction_Matter_Client_Prim_Addr_Country_Full» |
| Transaction_Matter_Client_Prim_Addr_Full | «Transaction_Matter_Client_Prim_Addr_Full» |
| Transaction_Matter_Client_Prim_Addr_State | «Transaction_Matter_Client_Prim_Addr_State» |
| Transaction_Matter_Client_Prim_Addr_State_Full | «Transaction_Matter_Client_Prim_Addr_State_Full» |
| Transaction_Matter_Client_Prim_Addr_Zip | «Transaction_Matter_Client_Prim_Addr_Zip» |
| Transaction_Matter_Client_Prim_Email | «Transaction_Matter_Client_Prim_Email» |
| Transaction_Matter_Client_Prim_Fax | «Transaction_Matter_Client_Prim_Fax» |
| Transaction_Matter_Client_Prim_Name | «Transaction_Matter_Client_Prim_Name» |
| Transaction_Matter_Client_Prim_Name_Display | «Transaction_Matter_Client_Prim_Name_Display» |
| Transaction_Matter_Client_Prim_Name_First | «Transaction_Matter_Client_Prim_Name_First» |
| Transaction_Matter_Client_Prim_Name_Last | «Transaction_Matter_Client_Prim_Name_Last» |
| Transaction_Matter_Client_Prim_Name_Middle | «Transaction_Matter_Client_Prim_Name_Middle» |
| Transaction_Matter_Client_Prim_Phone_Cell | «Transaction_Matter_Client_Prim_Phone_Cell» |
| Transaction_Matter_Client_Prim_Phone_Home | «Transaction_Matter_Client_Prim_Phone_Home» |
| Transaction_Matter_Client_Prim_Phone_Work | «Transaction_Matter_Client_Prim_Phone_Work» |
| Transaction_Matter_Client_Sec | «Transaction_Matter_Client_Sec» |
| Transaction_Matter_Client_Sec_Addr | «Transaction_Matter_Client_Sec_Addr» |
| Transaction_Matter_Client_Sec_Addr_Addr1 | «Transaction_Matter_Client_Sec_Addr_Addr1» |
| Transaction_Matter_Client_Sec_Addr_City | «Transaction_Matter_Client_Sec_Addr_City» |
| Transaction_Matter_Client_Sec_Addr_Country | «Transaction_Matter_Client_Sec_Addr_Country» |
| Transaction_Matter_Client_Sec_Addr_Country_Full | «Transaction_Matter_Client_Sec_Addr_Country_Full» |
| Transaction_Matter_Client_Sec_Addr_Full | «Transaction_Matter_Client_Sec_Addr_Full» |
| Transaction_Matter_Client_Sec_Addr_State | «Transaction_Matter_Client_Sec_Addr_State» |
| Transaction_Matter_Client_Sec_Addr_State_Full | «Transaction_Matter_Client_Sec_Addr_State_Full» |
| Transaction_Matter_Client_Sec_Addr_Zip | «Transaction_Matter_Client_Sec_Addr_Zip» |
| Transaction_Matter_Client_Sec_Email | «Transaction_Matter_Client_Sec_Email» |
| Transaction_Matter_Client_Sec_Fax | «Transaction_Matter_Client_Sec_Fax» |
| Transaction_Matter_Client_Sec_Name | «Transaction_Matter_Client_Sec_Name» |
| Transaction_Matter_Client_Sec_Name_Display | «Transaction_Matter_Client_Sec_Name_Display» |
| Transaction_Matter_Client_Sec_Name_First | «Transaction_Matter_Client_Sec_Name_First» |
| Transaction_Matter_Client_Sec_Name_Last | «Transaction_Matter_Client_Sec_Name_Last» |
| Transaction_Matter_Client_Sec_Name_Middle | «Transaction_Matter_Client_Sec_Name_Middle» |
| Transaction_Matter_Client_Sec_Phone_Cell | «Transaction_Matter_Client_Sec_Phone_Cell» |
| Transaction_Matter_Client_Sec_Phone_Home | «Transaction_Matter_Client_Sec_Phone_Home» |
| Transaction_Matter_Client_Sec_Phone_Work | «Transaction_Matter_Client_Sec_Phone_Work» |
| Transaction_Matter_Client_Type | «Transaction_Matter_Client_Type» |
| Transaction_Matter_DateOpened | «Transaction_Matter_DateOpened» |
| Transaction_Matter_DateOpened_Day | «Transaction_Matter_DateOpened_Day» |
| Transaction_Matter_DateOpened_Month | «Transaction_Matter_DateOpened_Month» |
| Transaction_Matter_DateOpened_Year | «Transaction_Matter_DateOpened_Year» |
| Transaction_Matter_DefaultTrustBank | «Transaction_Matter_DefaultTrustBank» |
| Transaction_Matter_DefaultTrustBank_AccountName | «Transaction_Matter_DefaultTrustBank_AccountName» |
| Transaction_Matter_FileNumber | «Transaction_Matter_FileNumber» |
| Transaction_Matter_OwnerName | «Transaction_Matter_OwnerName» |
| Transaction_Matter_PONumber | «Transaction_Matter_PONumber» |
| Transaction_Matter_UnbilledBalance | «Transaction_Matter_UnbilledBalance» |
| Transaction_Matter_UnpaidBalance | «Transaction_Matter_UnpaidBalance» |
| Transaction_Memo1 | «Transaction_Memo1» |
| Transaction_Memo2 | «Transaction_Memo2» |
| Transaction_Payee | «Transaction_Payee» |
| Transaction_ReferenceNumber | «Transaction_ReferenceNumber» |
| Transaction_SignedAmount | «Transaction_SignedAmount» |
| Transaction_TransactionDate | «Transaction_TransactionDate» |
| Transaction_TransactionDate_Day | «Transaction_TransactionDate_Day» |
| Transaction_TransactionDate_Month | «Transaction_TransactionDate_Month» |
| Transaction_TransactionDate_Year | «Transaction_TransactionDate_Year» |
| Transaction_TransactionStatus | «Transaction_TransactionStatus» |
| Transaction_TransactionType | «Transaction_TransactionType» |