Input Fields

Input Fields are added to things such as Messages and Documents. 

The purpose of input fields is to add specific data into a message or document automatically instead of finding the data and typing it in yourself.

You may also add input fields to Message Templates, Message Snippets, and Document Templates.

An example of a Message Template (Email) with input fields in the subject and body of the email is pictured below. The input fields are highlighted.

In the above example, you see the following input fields:

• {{ClientFullName}} - The full name of the client the message is being sent to
• {{FirmName}} - The name of your firm
• {{AppointmentDate}} - The date of the appointment
• {{AppointmentLocation}} - The location of the appointment
• {{AttorneyFullName}} - The full name of the attorney this appointment is with
• {{OfficePhoneNumber}} - The phone number of your office
• {{IntakeFullName}} - The full name of the Intake Person that set up the appointment
• {{IntakeEmail}} - The Email of the Intake Person that set up the appointment

 In the final message, the data relevant to these fields are inserted in place of the input tags.

Formatting Date fields:

{{FormatDate{{AppointmentScheduledDate}},D}} would appear as Tuesday, January 30, 2018 
{{FormatDate{{AppointmentScheduledDate}},MM/dd/yy}} would appear as 01/30/18 
{{FormatDate{{AppointmentScheduledDate}},MMM}} would appear as Jan 
{{FormatDate{{AppointmentScheduledDate}},yyyy}} would appear as 2018 
{{FormatDate{{AppointmentScheduledDate}},t}} would appear as 4:05 PM 

In addition, these dates will translate into the client's language. Here is a Spanish example: 
{{FormatDate{{AppointmentScheduledDate}},D}} would appear as martes, 30 de enero de 2018

A list of all Input Fields can be found at Manage > Document Templates > Field Map Button (top right) but are listed below for convenience:

Date fields with * can be formatted in various formats using the "FormatDate" option displayed in the section above. 

• Appointment Date * - {{AppointmentScheduledDate}}
• Appointment Date in Friday, February 27, 2016 10:00 AM format - {{AppointmentDate}}
• Appointment Location - {{AppointmentLocation}}
• Attorney Email - {{AttorneyEmail}}
• Attorney First Name - {{AttorneyFirstName}}
• Attorney Full Name - {{AttorneyFullName}}
• Attorney Initials - {{AttorneyInitials}}
• Attorney Last Name - {{AttorneyLastName}}
• Attorney Phone - {{AttorneyPhone}}
• Case Summary - {{CaseSummary}}
• Case Type - {{CaseType}}
• Case Type Short - {{CaseTypeShort}}
• Client Address - {{ClientAddress}}
• Client Address Single Line - {{ClientAddressSingleLine}}
• Client Birthdate * - {{ClientBirthdate}}
• Client Email - {{ClientEmail}}
• Client First Name - {{ClientFirstName}}
• Client Full Address - {{ClientFullAddress}}
• Client Full Name - {{ClientFullName}}
• Client Last Name - {{ClientLastName}}
• Client Phone - {{ClientPhone}}
• Client Preferred Contact Method - {{ClientPreferredContactMethod}}
• Closed Date * - {{ClosedDate}}
• Contact Source - {{ContactSource}}
• Creation Date * - {{CreationDate}}
• Creator Email - {{CreatorEmail}}
• Creator First Name - {{CreatorFirstName}}
• Creator Full Name - {{CreatorFullName}}
• Creator Initials - {{CreatorInitials}}
• Creator Last Name - {{CreatorLastName}}
• Creator Phone - {{CreatorPhone}}
• Incident Date * - {{IncidentDate}}
• Incident Date in Friday, February 27, 2016 format - {{IncidentDateLong}}
• Injury Information - {{InjuryInformation}}
• Intake Email - {{IntakeEmail}}
• Intake First Name - {{IntakeFirstName}}
• Intake Full Name - {{IntakeFullName}}
• Intake Initials - {{IntakeInitials}}
• Intake Last Name - {{IntakeLastName}}
• Intake Phone - {{IntakePhone}}
• Investigator Email - {{InvestigatorEmail}}
• Investigator First Name - {{InvestigatorFirstName}}
• Investigator Full Name - {{InvestigatorFullName}}
• Investigator Initials - {{InvestigatorInitials}}
• Investigator Last Name - {{InvestigatorLastName}}
• Investigator Phone - {{InvestigatorPhone}}
• Lead ID - {{LeadId}}
• Marketing Source - {{MarketingSource}}
• Office Address - {{OfficeAddress}}
• Office Code - {{OfficeCode}}
• Office Name - {{OfficeName}}
• Office Phone Number - {{OfficePhoneNumber}}
• Paralegal Email - {{ParalegalEmail}}
• Paralegal First Name - {{ParalegalFirstName}}
• Paralegal Full Name - {{ParalegalFullName}}
• Paralegal Initials - {{ParalegalInitials}}
• Paralegal Last Name - {{ParalegalLastName}}
• Paralegal Phone - {{ParalegalPhone}}
• Pending Signup Date * - {{PendingSignupDate}}
• Referral Firm Full Address - {{ReferralFirmFullAddress}}
• Referral Firm Name - {{ReferralFirmName}}
• Referral Firm Phone - {{ReferralFirmPhone}}
• Referred By - {{ReferredBy}}
• Related Contact Email - {{PrimaryRelatedContactEmail}}
• Related Contact First Name - {{PrimaryRelatedContactFirstName}}
• Related Contact Full Address - {{PrimaryRelatedContactFullAddress}}
• Related Contact Full Name - {{PrimaryRelatedContactFullName}}
• Related Contact Last Name - {{PrimaryRelatedContactLastName}}
• Related Contact Phone - {{PrimaryRelatedContactPhone}}
• Today's Date * - {{TodaysDate}}
• Today's Date in 27th day of February, 2016 format - {{TodaysDateLegal}}
• Today's Date in Friday, February 27, 2016 format - {{TodaysDateLong}}