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Email/form letter templates

Teresa Ray — Jan 18, 2017 07:31PM PST

Is it possible to insert user defined fields (e.g. String 1, etc.) in email/form letter templates? Also, since the Applicant, Assignee, Licensee fields have been created, can they be inserted in email/form letter templates as well? If so, what is the field title? I tried Matter.Applicant but it didn't work.

1 Community Answers

AppColl Support - Jan 18, 2017 09:39PM PST Best Answer

Yes it is. You would use the exact syntax of your user-defined field names.

Since you can have multiple applicants/assignees/inventors, etc. you would refer to them by number or make it plural to include them all. For example, {Matter.Applicant1} or {Matter.Applicants}.

Does this answer your question?

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