All Categories > Template Configuration > Data Helpers
A D ata Helper can be used within email , document and SMS templates to output custom content based on the data of a matter. They can also be used within quote calculators to output custom Fees. Rule…
#if, #elseif and #else statements can be used in templates to define "if this, then that" type scenarios. Data markers are used within these to produce conditional content based on information saved…
The #question data helper can be used to ask a yes/no question without the use of data markers. The response will affect the content within the template but will not be saved for future use. This is…
The #datetime Data Helper can be used in templates to output date and time fields in a defined format. For further guidance on configuring the #datetime helper, watch our short training video!. Today…
The #foreach data helper can list data directly from your matters: Task List. Shared Documents. Accounts. Time Recording entries. It can be used within the below scenarios, using any combination of t…
Letter casing defines the format of text within templates, regardless of how it's been entered within the Data Marker. #lowercase. Forces the output to be in lower case. For example: Statement Output…
The {{#partial htmlquotetable}} data helper can be used to input a matters quote into an email template. Simply copy and paste the helper into the required place on the template. The quote table and…
The #groupedhtmlquotetable data helper can be used to manually input a matters quote into an email template. For a simpler more automated version of this data helper see our {{#partialhtmlquotetable}…
The #uksdlt data helper can be used to calculate current land tax rates for England, Northern Ireland, Wales and Scotland. This is updated whenever UK legislation is amended, meaning nothing needs to…
The #partial EnglandResidentialSDLT data helper can be used to calculate current land tax rates for England and Northern Ireland. If you are calculating land tax rates for Wales or Scotland, please u…
Perform calculations within templates by using the following data helpers: #calc. #var. For further guidance on configuring calculations within your templates, watch our short training video ! #calc.…
