When creating a document template in MS word for matters, there are many different merge fields to choose from that can be inserted into the template. Here is a full list of all those fields. Simply copy the field to the right of the table as shown below and paste it into the template.
Master Matter Merge Fields
Global (System Fields)
Global
|
«Global»
|
Global_Today
|
«Global_Today»
|
Global_Today_Day
|
«Global_Today_Day»
|
Global_Today_Month
|
«Global_Today_Month»
|
Global_Today_Year
|
«Global_Today_Year»
|
User Name
|
«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)
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»
|
Matter (Custom Fields)
MX_Closed_Date
|
«MX_Closed_Date»
|
MX_Referral_Name
|
«MX_Referral_Name»
|
MX_Referral_Type
|
«MX_Referral_Type»
|
MX_Statute_Of_Limitations
|
«MX_Statute_Of_Limitations»
|
Matter (System Fields)
Matter
|
«Matter»
|
Matter_AreaOfLaw
|
«Matter_AreaOfLaw»
|
Matter_AreaOfLaw_Code
|
«Matter_AreaOfLaw_Code»
|
Matter_BillingMethod
|
«Matter_BillingMethod»
|
Matter_Client
|
«Matter_Client»
|
Matter_Client_Billing
|
«Matter_Client_Billing»
|
Matter_Client_Billing_Addr
|
«Matter_Client_Billing_Addr»
|
Matter_Client_Billing_Addr_Addr1
|
«Matter_Client_Billing_Addr_Addr1»
|
Matter_Client_Billing_Addr_Addr2
|
«Matter_Client_Billing_Addr_Addr2»
|
Matter_Client_Billing_Addr_City
|
«Matter_Client_Billing_Addr_City»
|
Matter_Client_Billing_Addr_Country
|
«Matter_Client_Billing_Addr_Country»
|
Matter_Client_Billing_Addr_Country_Full
|
«Matter_Client_Billing_Addr_Country_Full»
|
Matter_Client_Billing_Addr_Full
|
«Matter_Client_Billing_Addr_Full»
|
Matter_Client_Billing_Addr_State
|
«Matter_Client_Billing_Addr_State»
|
Matter_Client_Billing_Addr_State_Full
|
«Matter_Client_Billing_Addr_State_Full»
|
Matter_Client_Billing_Addr_Zip
|
«Matter_Client_Billing_Addr_Zip»
|
Matter_Client_Billing_Name
|
«Matter_Client_Billing_Name»
|
Matter_Client_Billing_Name_Display
|
«Matter_Client_Billing_Name_Display»
|
Matter_Client_Billing_Name_First
|
«Matter_Client_Billing_Name_First»
|
Matter_Client_Billing_Name_Last
|
«Matter_Client_Billing_Name_Last»
|
Matter_Client_Billing_Name_Middle
|
«Matter_Client_Billing_Name_Middle»
|
Matter_Client_Code
|
«Matter_Client_Code»
|
Matter_Client_Company
|
«Matter_Client_Company»
|
Matter_Client_Email
|
«Matter_Client_Email»
|
Matter_Client_Name
|
«Matter_Client_Name»
|
Matter_Client_Name_Display
|
«Matter_Client_Name_Display»
|
Matter_Client_Name_First
|
«Matter_Client_Name_First»
|
Matter_Client_Name_Last
|
«Matter_Client_Name_Last»
|
Matter_Client_Name_Middle
|
«Matter_Client_Name_Middle»
|
Matter_Client_Prim
|
«Matter_Client_Prim»
|
Matter_Client_Prim_Addr
|
«Matter_Client_Prim_Addr»
|
Matter_Client_Prim_Addr_Addr1
|
«Matter_Client_Prim_Addr_Addr1»
|
Matter_Client_Prim_Addr_Addr2
|
«Matter_Client_Prim_Addr_Addr2»
|
Matter_Client_Prim_Addr_City
|
«Matter_Client_Prim_Addr_City»
|
Matter_Client_Prim_Addr_Country
|
«Matter_Client_Prim_Addr_Country»
|
Matter_Client_Prim_Addr_Country_Full
|
«Matter_Client_Prim_Addr_Country_Full»
|
Matter_Client_Prim_Addr_Full
|
«Matter_Client_Prim_Addr_Full»
|
Matter_Client_Prim_Addr_State
|
«Matter_Client_Prim_Addr_State»
|
Matter_Client_Prim_Addr_State_Full
|
«Matter_Client_Prim_Addr_State_Full»
|
Matter_Client_Prim_Addr_Zip
|
«Matter_Client_Prim_Addr_Zip»
|
Matter_Client_Prim_Phone_Cell
|
«Matter_Client_Prim_Phone_Cell»
|
Matter_Client_Prim_Email
|
«Matter_Client_Prim_Email»
|
Matter_Client_Prim_Fax
|
«Matter_Client_Prim_Fax»
|
Matter_Client_Prim_Phone_Home
|
«Matter_Client_Prim_Phone_Home»
|
Matter_Client_Prim_Name
|
«Matter_Client_Prim_Name»
|
Matter_Client_Prim_Name_Display
|
«Matter_Client_Prim_Name_Display»
|
Matter_Client_Prim_Name_First
|
«Matter_Client_Prim_Name_First»
|
Matter_Client_Prim_Name_Last
|
«Matter_Client_Prim_Name_Last»
|
Matter_Client_Prim_Name_Middle
|
«Matter_Client_Prim_Name_Middle»
|
Matter_Client_Prim_Phone_Work
|
«Matter_Client_Prim_Phone_Work»
|
Matter_Client_Sec
|
«Matter_Client_Sec»
|
Matter_Client_Sec_Addr
|
«Matter_Client_Sec_Addr»
|
Matter_Client_Sec_Addr_Addr1
|
«Matter_Client_Sec_Addr_Addr1»
|
Matter_Client_Sec_Addr_Addr2
|
«Matter_Client_Sec_Addr_Addr2»
|
Matter_Client_Sec_Addr_City
|
«Matter_Client_Sec_Addr_City»
|
Matter_Client_Sec_Addr_Country
|
«Matter_Client_Sec_Addr_Country»
|
Matter_Client_Sec_Addr_Country_Full
|
«Matter_Client_Sec_Addr_Country_Full»
|
Matter_Client_Sec_Addr_Full
|
«Matter_Client_Sec_Addr_Full»
|
Matter_Client_Sec_Addr_State
|
«Matter_Client_Sec_Addr_State»
|
Matter_Client_Sec_Addr_State_Full
|
«Matter_Client_Sec_Addr_State_Full»
|
Matter_Client_Sec_Addr_Zip
|
«Matter_Client_Sec_Addr_Zip»
|
Matter_Client_Sec_Phone_Cell
|
«Matter_Client_Sec_Phone_Cell»
|
Matter_Client_Sec_Email
|
«Matter_Client_Sec_Email»
|
Matter_Client_Sec_Fax
|
«Matter_Client_Sec_Fax»
|
Matter_Client_Sec_Phone_Home
|
«Matter_Client_Sec_Phone_Home»
|
Matter_Client_Sec_Name
|
«Matter_Client_Sec_Name»
|
Matter_Client_Sec_Name_Display
|
«Matter_Client_Sec_Name_Display»
|
Matter_Client_Sec_Name_First
|
«Matter_Client_Sec_Name_First»
|
Matter_Client_Sec_Name_Last
|
«Matter_Client_Sec_Name_Last»
|
Matter_Client_Sec_Name_Middle
|
«Matter_Client_Sec_Name_Middle»
|
Matter_Client_Sec_Phone_Work
|
«Matter_Client_Sec_Phone_Work»
|
Matter_Client_Type
|
«Matter_Client_Type»
|
Matter_Client_Funds_Operating
|
«Matter_Client_Funds_Operating»
|
Matter_Client_Funds_Trust
|
«Matter_Client_Funds_Trust»
|
Matter_ClientIssuedMatterId
|
«Matter_ClientIssuedMatterId»
|
Matter_DateOpened
|
«Matter_DateOpened»
|
Matter_DateOpened_Day
|
«Matter_DateOpened_Day»
|
Matter_DateOpened_Month
|
«Matter_DateOpened_Month»
|
Matter_DateOpened_Year
|
«Matter_DateOpened_Year»
|
Matter_DefaultTrustBank
|
«Matter_DefaultTrustBank»
|
Matter_DefaultTrustBank_AccountName
|
«Matter_DefaultTrustBank_AccountName»
|
Matter_FileNumber
|
«Matter_FileNumber»
|
Matter_OwnerName
|
«Matter_OwnerName»
|
Matter_PONumber
|
«Matter_PONumber»
|
Matter_UnbilledBalance
|
«Matter_UnbilledBalance»
|
Matter_UnpaidBalance
|
«Matter_UnpaidBalance»
|
