The Field Code Selector

Note This section deals with the Doc_P process. For templates using the MT02 process, please refer to the MT02 Process.

Each field in the PMS database or module has a corresponding field code.  You use the field code selector to select the field code and apply formatting if you wish and then drag the field code to the appropriate place in the document template.  When a document template is merged it will take the information stored in those fields on the contact, client or matter and transfer them to the merged document. The Field Code Selector is also used to insert fields into Laserforms.

When you create or open a document template, the Field Code Selector displays on the right-hand side of the screen.

Field Description

Field Codes
Search/Browse Fields Enter text and the field list will filter only those fields that include the entered characters.
Standard Fields List of fields in the PMS database and agenda modules.
User-defined Fields List of fields created using Designer Studio.
Command Codes List of command codes. See Command Codes Introduction for full details.
Firm Details List of fields relating to your firm.

Formatting Options
Options to ensure data is pulled through to the document in the required format. See Formatting Options for full details.

For example, when entering client information you are asked to provide title, first and last name details:

The corresponding field codes display in the document template as follows:

<FC>Title<format></format><RL>PC</RL><AI>1</AI></FC>

<FC>Forenames<format></format><RL>PC</RL><AI>1</AI></FC>

<FC>Surname<format></format><RL>PC</RL><AI>1</AI></FC>

 

The field code names are followed by formatting and other codes which allow you to instruct the system how to handle the data and how to format it for the final document.

To Close, Reopen and Resize the Field Code Selector:

  1. The Field Code Selector can be closed by clicking on the standard Windows close cross.
  2. To re-open the side pane, select the Add-ins ribbon and select ALB Menus.
  3. You can move and size the window using standard Windows methods.

    4. Note If you move, size and/or close the Field Code Selector, when you next open a template, it will display in its default size and position.

  4. Click ALB Menus again to hide the Field Code Selector.

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