Admin Manual - Document Generation Tags

Every field from the cases table in the Pika database is available for use as a template code.

Pika will also use every field from the primary client's record in the contacts table as a template code.

Here are some additional template codes that are provided as a convenience:

%%[client]%% - primary client's first and last name
%%[opposing]%% - the opposing party's first and last name
%%[counsel]%% - the primary counsel first and last name
%%[opp_counsel]%% - the opposing counsel's first and last name
%%[recipient]%% - first and last name of the person receiving the generated form letter
%%[recipient_salutation]%% - the recipient's name, formatted for use in an opening salutation ("Ms. Smith", "Mr. Jones", etc.) data field tags
%%[current_date]%% - displays the date on which the document was assembled
%%[extra_text1]%% - display any text that was entered in the first Extra Text field on the document assembly form in Pika
%%[extra_text2]%% - display any text that was entered in the second Extra Text field on the document assembly form in Pika
%%[extra_text3]%% - display any text that was entered in the third Extra Text field on the document assembly form in Pika
%%[full_address]%% - displays the street address, city, state and ZIP code in a well-formatted manner

This series of tags will display a list of all a case's referal agencies, including the agency name, address and phone number:

%%[begin:referral_agencies]%%
%%[last_name]%%
%%[full_address]%%
%%[full_phone]%%
%%[end:referral_agencies]%%