The tables below shows database fields, and their syntax, that can be used in form emails and form letters. A complete list of available fields can be found in the Form Field Explorer. The Form Field Explorer can be found when sending emails from Matter, Task, Invoice or Contact Pages. You can view more about this feature here.
Group Field Name Syntax
General Now {General.Now}
General Current User {General.CurrentUser}
General Current User Address {General.CurrentUser.Address}
General Current User Address Line {General.CurrentUser.AddressLine}
General Current User City {General.CurrentUser.City}
General Current User Country {General.CurrentUser.Country}
General Current User Email {General.CurrentUser.Email}
General Current User First Name {General.CurrentUser.First}
General Current User Initials {General.CurrentUser.Initials}
General Current User Last Name {General.CurrentUser.Last}
General Current User Mobile {General.CurrentUser.Mobile}
General Current User Phone {General.CurrentUser.Phone}
General Current User Postal Code {General.CurrentUser.PostalCode}
General Current User State {General.CurrentUser.State}
General Current User Street {General.CurrentUser.Street}
General Current User Title {General.CurrentUser.Title}
General Account Administrator {General.AccountAdmin}
General Account Admin Address {General.AccountAdmin.Address}
General Account Admin City {General.AccountAdmin.City}
General Account Admin Country {General.AccountAdmin.Country}
General Account Admin Email {General.AccountAdmin.Email}
General Account Admin First Name {General.AccountAdmin.First}
General Account Admin Last Name {General.AccountAdmin.Last}
General Account Admin Phone {General.AccountAdmin.Phone}
General Account Admin State {General.AccountAdmin.State}
General Account Admin Street {General.AccountAdmin.Street}
General Account Admin Title {General.AccountAdmin.Title}
General Account Admin Zip {General.AccountAdmin.PostalCode}
General Email Postamble {General.EmailPostamble}
General Intake Email Address {General.IntakeEmailAddress}
General Signature Block {General.SignatureBlock}
General Signature Date Block {General.SignatureDateBlock}
Matter Abandoned Date {Matter.AbandonedDate}
Matter Abstract {Matter.Abstract}
Matter Actual Cost {Matter.ActualCost}
Matter Adverse Parties {Matter.AdverseParties}
Matter Adverse Party <n> {Matter.AdverseParty<n>}
Matter Applicants {Matter.Applicants}
Matter Applicant <n> {Matter.Applicant<n>}
Matter Allowance Date {Matter.AllowanceDate}
Matter Application or Serial Number {Matter.ApplicationNum}
Matter Art Unit {Matter.ArtUnit}
Matter Assignees {Matter.Assignees}
Matter Assignee <n> {Matter.Assignee<n>}
Matter Attorney {Matter.Attorney}
Matter Attorney Address {Matter.Attorney.Address}
Matter Attorney Bar Number {Matter.Attorney.USPTORegNum}
Matter Attorney City {Matter.Attorney.City}
Matter Attorney Company/Firm {Matter.Attorney.Company}
Matter Attorney Country {Matter.Attorney.Country}
Matter Attorney Email {Matter.Attorney.Email}
Matter Attorney First Name {Matter.Attorney.First}
Matter Attorney Last Name {Matter.Attorney.Last}
Matter Attorney Phone {Matter.Attorney.Phone}
Matter Attorney State {Matter.Attorney.State}
Matter Attorney Street {Matter.Attorney.Street}
Matter Attorney Zip {Matter.Attorney.PostalCode}
Matter Attorney Ref {Matter.AttorneyRef}
Matter Bill After Filing {Matter.BillAfterFiling}
Matter Billing Contact {Matter.BillingContact}
Matter Budget Cost {Matter.BudgetCost}
Matter Claim 1 {Matter.Claim1}
Matter Claim <n> {Matter.Claim<n>}
Matter Claims {Matter.Claims}
Matter Classification {Matter.Classification}
Matter Client {Matter.Client}
Matter Client Address {Matter.Client.Address}
Matter Client City {Matter.Client.City}
Matter Client Company {Matter.Client.Company}
Matter Client Contact {Matter.ClientContact}
Matter Client Country {Matter.Client.Country}
Matter Client Email {Matter.Client.Email}
Matter Client Phone {Matter.Client.Phone}
Matter Client Ref {Matter.ClientRef}
Matter Client State {Matter.Client.State}
Matter Client Street {Matter.Client.Street}
Matter Client Zip {Matter.Client.PostalCode}
Matter Complexity {Matter.Complexity}
Matter Confirmation Num {Matter.ConfirmationNum}
Matter Connections {Matter.Connections}
Matter Contributor {Matter.Contributor}
Matter Country {Matter.Country}
Matter Country Code {Matter.CountryCode}
Matter Country Full {Matter.Countryfull}
Matter Country Full (New) {Matter.CountryFull}
Matter Created Date {Matter.CreatedDate}
Matter Disclosure Comment {Matter.DisclosureComment}
Matter Disclosure Comment Full {Matter.DisclosureCommentFull}
Matter Disclosure Comments {Matter.DisclosureComments}
Matter Disclosure Comments Full {Matter.DisclosureCommentsFull}
Matter Discussion {Matter.Discussion}
Matter Earliest Benefit Date {Matter.EarliestBenefitDate}
Matter Early Publication {Matter.EarlyPublication}
Matter Email Intake Address {Matter.EmailIntakeAddress}
Matter Entity Status {Matter.EntityStatus}
Matter Examiner {Matter.Examiner}
Matter Expected First Office Action Date {Matter.ExpectedFirstOfficeActionDate}
Matter Expenses Cap {Matter.ExpensesCap}
Matter Expired Date {Matter.ExpiredDate}
Matter Family ID {Matter.FamilyID}
Matter Fast Track {Matter.FastTrack}
Matter Fees Cap {Matter.FeesCap}
Matter Filing Basis {Matter.FilingBasis}
Matter Filing Date {Matter.FilingDate}
Matter First Inventor {Matter.FirstInventor}
Matter First Inventor Address {Matter.FirstInventor.Address}
Matter First Inventor Citizenship {Matter.FirstInventor.Citizenship}
Matter First Inventor City {Matter.FirstInventor.City}
Matter First Inventor Country {Matter.FirstInventor.Country}
Matter First Inventor State {Matter.FirstInventor.State}
Matter First Inventor Street {Matter.FirstInventor.Street}
Matter First Inventor Zip {Matter.FirstInventor.PostalCode}
Matter Foreign Associate {Matter.ForeignAssociate}
Matter Foreign Associate Ref {Matter.ForeignAssociateRef}
Matter Foreign File {Matter.ForeignFile}
Matter Goods And Services {Matter.GoodsAndServices}
Matter Image {Matter.Image}
Matter Intake Email Address {Matter.IntakeEmailAddress}
Matter Intl Search Auth {Matter.IntlSearchAuth}
Matter Inventor <n> {Matter.Inventor<n>}
Matter Inventors {Matter.Inventors}
Matter Inventor Count {Matter.InventorCount}
Matter Inventor First Names {Matter.InventorFirstNames}
Matter Inventor Nicknames {Matter.InventorNicknames}
Matter Inventors Et Al {Matter.InventorsEtAl}
Matter Inventor Names as Filed {Matter.InventorsAsFiled}
Matter Issue Date {Matter.IssueDate}
Matter Keywords {Matter.Keywords}
Matter Last Comment {Matter.LastComment}
Matter Last Pair Update {Matter.LastPairUpdate}
Matter Last Remark {Matter.LastRemark}
Matter Law Firm {Matter.LawFirm}
Matter Lead Inventor {Matter.LeadInventor}
Matter Licensees {Matter.Licensees}
Matter Licensee <n> {Matter.Licensee<n>}
Matter Matter ID {Matter.MatterID}
Matter Modified {Matter.Modified}
Matter Next External Task {Matter.NextExternalTask}
Matter Next External Task Due Date {Matter.NextExternalTaskDueDate}
Matter Non Publication {Matter.NonPublication}
Matter Notes {Matter.Notes}
Matter Number Of Claims {Matter.NumberOfClaims}
Matter Number Of Independent Claims {Matter.NumberOfIndependentClaims}
Matter Official Filing Date {Matter.OfficialFilingDate}
Matter Open Task Count Internal {Matter.OpenTaskCountInternal}
Matter Paralegal {Matter.Paralegal}
Matter Paralegal Address {Matter.Paralegal.Address}
Matter Paralegal Email {Matter.Paralegal.Email}
Matter Paralegal Name {Matter.Paralegal.Name}
Matter Paralegal Phone {Matter.Paralegal.Phone}
Matter Partner {Matter.Partner}
Matter Partner Address {Matter.Partner.Address}
Matter Partner Email {Matter.Partner.Email}
Matter Partner Name {Matter.Partner.Name}
Matter Partner Phone {Matter.Partner.Phone}
Matter Patent or Reg Number {Matter.PatentNum}
Matter Patent Term Adjustment {Matter.PatentTermAdjustment(0)}
Matter Planned Filing Date {Matter.PlannedFilingDate}
Matter Plant Latin Name {Matter.PlantLatinName}
Matter Plant New Cultivated {Matter.PlantNewCultivated}
Matter Plant Variety Name {Matter.PlantVarietyName}
Matter PPH Country {Matter.PPHCountry}
Matter Priority Connection {Matter.PriorityConnection}
Matter Priority Connections {Matter.PriorityConnections}
Matter Priority Connections full {Matter.PriorityConnectionsfull}
Matter Priority Connections Verbose {Matter.PriorityConnectionsVerbose}
Matter Priority Date {Matter.PriorityDate}
Matter Priority Matter {Matter.PriorityMatter}
Matter Products {Matter.Products}
Matter PTO Status {Matter.PTOStatus}
Matter Publication Date {Matter.PublicationDate}
Matter Publication Num {Matter.PublicationNum}
Matter Rank {Matter.Rank}
Matter Rate Category {Matter.RateCategory}
Matter Reel Frame {Matter.ReelFrame}
Matter Request Continued Examination {Matter.RequestContinuedExamination}
Matter Revived Date {Matter.RevivedDate}
Matter State {Matter.State}
Matter Status {Matter.Status}
Matter Submission Date {Matter.SubmissionDate}
Matter Technologies {Matter.Technologies}
Matter Terminal Disclaimer {Matter.TerminalDisclaimer}
Matter Title {Matter.Title}
Matter Trademark Register {Matter.TrademarkRegister}
Matter Type {Matter.Type}
Matter Unitary Effect {Matter.UnitaryEffect}
Matter US Gov Agency {Matter.USGovAgency}
Matter US Gov Contract Num {Matter.USGovContractNum}
Matter WIPO DAS Access Code {Matter.WIPODASAccessCode}
Matter Witness {Matter.Witness}
Contact Address {Contact.Address}
Contact Address Line {Contact.AddressLine}
Contact Business Unit {Contact.BusinessUnit}
Contact Citizenship {Contact.Citizenship}
Contact Citizenship Full {Contact.CitizenshipFull}
Contact City {Contact.City}
Contact Client {Contact.Client}
Contact Company {Contact.Company}
Contact Country {Contact.Country}
Contact Country Full {Contact.CountryFull}
Contact Disable Reminders {Contact.DisableReminders}
Contact Disclosures Submitted {Contact.DisclosuresSubmitted}
Contact Email {Contact.Email}
Contact Email Cc {Contact.EmailCc}
Contact Email No Cc {Contact.EmailNoCc}
Contact Employee ID {Contact.EmployeeID}
Contact Fax {Contact.Fax}
Contact First Name {Contact.First}
Contact Flag {Contact.Flag}
Contact Gender {Contact.Gender}
Contact Gets Invention Awards {Contact.GetsInventionAwards}
Contact Hourly Rate {Contact.HourlyRate}
Contact Initials {Contact.Initials}
Contact Keywords {Contact.Keywords}
Contact Last Name {Contact.Last}
Contact Last First Middle {Contact.LastFirstMiddle}
Contact Login Type {Contact.LoginType}
Contact Middle Name {Contact.Middle}
Contact Middle Initial {Contact.MiddleInitial}
Contact Mobile {Contact.Mobile}
Contact Modified {Contact.Modified}
Contact Name {Contact.Name}
Contact Nickname {Contact.Nickname}
Contact Nickname Or First {Contact.NicknameOrFirst}
Contact No Overdue Reminders {Contact.NoOverdueReminders}
Contact Notes {Contact.Notes}
Contact Organization {Contact.Organization}
Contact Organization Path {Contact.OrganizationPath}
Contact Patent Committee Chair {Contact.PatentCommitteeChair}
Contact Patents Filed {Contact.PatentsFiled}
Contact Patents Issued {Contact.PatentsIssued}
Contact Personal Name {Contact.PersonalName}
Contact Phone {Contact.Phone}
Contact Postal Code {Contact.PostalCode}
Contact Prefix {Contact.Prefix}
Contact Private Notes {Contact.PrivateNotes}
Contact Registration Number ID {Contact.RegistrationNumberID}
Contact Reports Into {Contact.ReportsInto}
Contact Residence City {Contact.ResidenceCity}
Contact Residence Country {Contact.ResidenceCountry}
Contact Residence Country Full {Contact.ResidenceCountryFull}
Contact Residence State {Contact.ResidenceState}
Contact Residence State Full {Contact.ResidenceStateFull}
Contact Restricted Access {Contact.RestrictedAccess}
Contact Role {Contact.Role}
Contact Short Name {Contact.ShortName}
Contact Skype {Contact.Skype}
Contact Small Entity {Contact.SmallEntity}
Contact Special Notes {Contact.SpecialNotes}
Contact Start Date {Contact.StartDate}
Contact State {Contact.State}
Contact State Full {Contact.StateFull}
Contact State Of Incorporation {Contact.StateOfIncorporation}
Contact Status {Contact.Status}
Contact Street {Contact.Street}
Contact Street 2 {Contact.Street2}
Contact Suffix {Contact.Suffix}
Contact Tags {Contact.Tags}
Contact Tax ID {Contact.TaxID}
Contact Termination Date {Contact.TerminationDate}
Contact Title {Contact.Title}
Contact URL {Contact.URL}
Contact Used By {Contact.UsedBy}
Contact US Military Service {Contact.USMilitaryService}
Contact US Patents Filed {Contact.USPatentsFiled}
Contact US Patents Issued {Contact.USPatentsIssued}
Contact USPTO Cust Num {Contact.USPTOCustNum}
Contact USPTO Dep Acc {Contact.USPTODepAcc}
Contact USPTO Reg Num {Contact.USPTORegNum}
Contact Vendor ID {Contact.VendorID}
Contact Wire Instructions {Contact.WireInstructions}
Task Activity Code {Task.ActivityCode}
Task Actual Cost {Task.ActualCost}
Task Actual Expense {Task.ActualExpense}
Task Bill When Complete {Task.BillWhenComplete}
Task Budget Cost {Task.BudgetCost}
Task Budget Expense {Task.BudgetExpense}
Task Budget Hours {Task.BudgetHours}
Task Client {Task.Client}
Task Closed By {Task.ClosedBy}
Task Closed On {Task.ClosedOn}
Task Comments {Task.Comments}
Task Complexity {Task.Complexity}
Task Created {Task.Created}
Task Creator {Task.Creator}
Task Deadline Type {Task.DeadlineType}
Task Discussion {Task.Discussion}
Task Document {Task.Document}
Task Expense Code {Task.ExpenseCode}
Task Expenses Cap {Task.ExpensesCap}
Task Fees Cap {Task.FeesCap}
Task Final Due Date {Task.FinalDueDate}
Task Generated By Task ID {Task.GenByTaskID}
Task Matter {Task.Matter}
Task Modified {Task.Modified}
Task Opened On {Task.OpenedOn}
Task Owner {Task.Owner}
Task Ref Date {Task.RefDate}
Task Respond By {Task.RespondBy}
Task Task Code {Task.TaskCode}
Task Task ID {Task.TaskID}
Task Task Status {Task.TaskStatus}
Task Task Type {Task.TaskType}
Invoice Adjustment Amount {Invoice.AdjustmentAmount}
Invoice Adjustment Percentage {Invoice.AdjustmentPercentage}
Invoice Balance {Invoice.Balance}
Invoice Billing Amount {Invoice.BillingAmount}
Invoice Bill To {Invoice.BillTo}
Invoice Client {Invoice.Client}
Invoice Comments {Invoice.Comments}
Invoice Cutoff Date {Invoice.CutoffDate}
Invoice Description {Invoice.Description}
Invoice Discussion {Invoice.Discussion}
Invoice Due Date {Invoice.DueDate}
Invoice Expense Adjustment Percentage {Invoice.ExpenseAdjustmentPercentage}
Invoice Expenses {Invoice.Expenses}
Invoice Fee Adjustment Percentage {Invoice.FeeAdjustmentPercentage}
Invoice Fees {Invoice.Fees}
Invoice Invoice Amount {Invoice.InvoiceAmount}
Invoice Invoice Date {Invoice.InvoiceDate}
Invoice Invoice ID {Invoice.InvoiceID}
Invoice Invoice Number {Invoice.InvoiceNumber}
Invoice Invoices 1 {Invoice.Invoices1}
Invoice Matter {Invoice.Matter}
Invoice Paid On Date {Invoice.PaidOnDate}
Invoice Payments {Invoice.Payments}
Invoice Payment Terms {Invoice.PaymentTerms}
Invoice Remit To {Invoice.RemitTo}
Invoice Start Date {Invoice.StartDate}
Invoice Status {Invoice.Status}
Invoice Task {Invoice.Task}
Invoice Tax Percentage {Invoice.TaxPercentage}
Invoice Wire Info {Invoice.WireInfo}
Invoice Write Offs {Invoice.WriteOffs}
Email Body {Email.Body}
Email From {Email.From}
Email Subject {Email.Subject}