With the release of our new feature Document Creator we have added some merge tags to make creating documents easier. The tags will pull specific information from each case and automatically populate that information into each document being created. Below you can find a list as well as a brief description explaining the use of each tag. This list only includes standard tags created by NextChapter but you can also create you own custom tags to merge into docs too.

*Note: All tags that correspond to a Date will have two tags. One will be for just the calendar date and the other will include the time.

341 Hearing - This tag will pull the date last is listed in the 341 field of the case.

Client Profile > Filing Information > 341

Format: MM/DD/YYYY at HH:MM AM/PM

341 Hearing and Time - This tag will pull the date last is listed in the 341 field of the case.

Client Profile > Filing Information > 341

Format: MM/DD/YYYY at HH:MM AM/PM

Attorney FeesOwed - This tag is used to pull the total amount of fees that are still owed to the attorney.

Miscellaneous > Attorney / Credit Counseling Fees

Attorney Fees Paid -This tag is used to pull the total amount of fees that have been paid to the attorney.

Miscellaneous > Attorney / Credit Counseling Fees

Attorney Fees Total - This tag is used to pull the total amount of attorney's fees that will be collected for the case.

Client profile > Filing Information > Attorney

Attorney Name - This tag is used to pull the full name of the attorney assigned to the case. amount of attorney's fees that will be collected for the case.

Miscellaneous > Attorney / Credit Counseling Fees

Attorney Signature Block - This tag pulls all of the attorney's information that is assigned to the case.

Format:

/s/ Attorney name

Attorney name (Bar Number)

Law Firm name

Address 1

Address 2

City, State Zip

Email

Attorney for Debtor

Case Number - This tag generates the case number assigned to the case.

Client Profile > Filing Information > Case Number

Chapter - This tag pulls the Chapter of the case.

Client Profile

Confirmation - This tag will generate the confirmation hearing date for a Chapter 13 if saved to the case.

Client Profile > Filing Information > Confirmation Date

Format: MM/DD/YYYY at HH:MM AM/PM

Creditor List - This will generate a list of all creditors and their addresses directly form the Creditor Matrix.

Current Date - This tag will automatically apply the current date that the document is being created.

Custom Field - This will allow you to type any of your created custom fields into the search bar to use as a tag.

My Account Settings > Firm Defaults > Quick Info > Custom Fields

Debtor Address - This tag pulls the residential address listed in the debtors profile. Client Profile > Debtor Addresses > Type (Residential)

Format:

Address 1, Address 2 (if any), City, State, Zip

Debtor Street 1 - This tag will only pull the debtor's residential street address.

Format:

Address 1

Debtor Street 2 - This tag will pull the debtor's residential address listed in the address 2 field.

Format"

Address 2

Debtor City - This tag will pull the debtor's residential city listed in the debtors saved residential address

Client Profile > Debtor Profile > Debtor Address > Type (Residential)

Debtor State - This tag will pull the debtor's residential state listed in the debtors saved residential address.

Client Profile > Debtor Profile > Debtor Address > Type (Residential)

Debtor Zip - This tag will pull the debtor's residential zip code listed in the debtors saved residential address.

Client Profile > Debtor Profile > Debtor Address > Type (Residential)

Debtor Full Name - This tag will pull the debtor's full name.

Client Profile > Debtor Profile > First Name Middle Name Last Name

Debtor First Name - This tag will pull the debtor's first name.

Client Profile > Debtor Profile > First Name

Debtor Initial - This pulls the first, middle and last initial of the debtor's name.

Format:

ABC

Debtor Last Name - This tag will pull the debtor's last name.

Client Profile > Debtor Profile > Last Name

Debtor Middle Name - This tag will pull the debtor's middle name.

Client Profile > Debtor Profile > Middle Name

Debtor Prior Names - This pulls all names listed in the "Prior Name" section for debtor one. Debtor Profile > Prior/Alternate Names, including Business names with AKA in front. Example: AKA James Smith, AKA James L. Smith, AKA Smith Company LLC

Debtor Signature - This tag generates the debtor’s electronic signature.

Format: /s/ First Middle Last

Debtor SSN - This tag will pull the last 4 numbers of the SSN or TIN that is listed in the debtor profile. Client Profile > Debtor Profile > SSN (Last 4) or Tin (last 4)

Disposable Income MT - This tag will show the amount listed from Form 122C-2, line 45.

District - This tag will pull the filing district of the case.

Client Profile > Filing Information > District

Format:

Northern District of Ohio

District of Arizona

Document Checklist - This will generate a bulleted list of all items that have not been checked off in the case.

Client Dashboard > Docs

Expenses- This tag will pull the amount listed directly form Schedule J, line 22.

Filing Date - This tag will generate the filing date of the case.

Client Profile > Filing Information > Filing Date

Firm Address Block - This tag will pull only the firm name, and address.

Format:

Firm Name

Firm Address 1,

Firm Address 2 Firm City,

Firm State Firm Zip

Firm City - This tag pulls the city from the address listed for the firm in their account settings.

My Account Settings > My Firm > City

Firm Created Events - This tag pulls the firm created events that have been listed in account settings.

My Account Settings > Firm Defaults > Quick Info > Firm Created Events

Firm Fax - This tag pulls the fax number saved in account settings, if any.

My Account Settings > My Firm > Fax Number

Firm Name - This tag will generate the firm name.

My Account Settings > My Firm > Firm Name

Firm Phone Number - This will pull the phone number saved for the firm.

My Account Settings > My Firm > Phone Number

Firm State - This tag pulls the state from the address listed for the firm in their account settings,

My Account Settings > My Firm > State

Firm Street 1 - This tag pulls the street address from the address for the firm.

My Account Settings > My Firm > Street Address

Firm Street 2 - This tag pulls the apartment or suite number from the address listed for the firm.

My Account Settings > My Firm > Apt, Suite, etc

Firm Zip - This tag pulls the zip code from the address listed for the firm in their account

My Account Settings > My Firm > Zip Code

Income - This tag will pull the amount listed directly form Schedule I, line 12

Joint Debtor Full Name - This tag will pull both the debtor and joint debtor's first name. If there is no joint debter, only the debtor's name will be listed

Client Profile > Debtor Profile > First Name Middle Name Last name

Client Profile > Joint Debtor Profile > First Name Middle Name Last name

Joint Debtor First Name - This tag will pull the joint debtor's first name.

Client Profile > Joint Debtor Profile > First Name

Joint Debtor Initial - This pulls the first, middle and last initial of the joint debtor's name.

Joint Debtor Last Name - This tag will pull the joint debtor's last name.

Client Profile > Joint Debtor Profile > Last Name

Joint Debtor Middle Name - This tag will pull the joint debtor's middle name.

Client Profile > Joint Debtor Profile > Middle Name

Joint Debtor Prior Names - This pulls all names listed in the "Prior Name" section for joint debtor. Debtor Profile > Prior/Alternate Names, including Business names with AKA in front. Example: AKA James Smith, AKA James L. Smith, AKA Smith Company LLC

Joint Debtor Signature - This tag generates the joint debtor’s electronic signature. Format: /s/ First Middle Last

Joint Debtor SSN - This tag will pull the last 4 numbers of the SSN or TIN that is listed in the joint debtor profile. Client Profile > Joint Debtor Profile > SSN (Last 4) or Tin (last 4)

Joint Full Name - This tag will list the debtors’ full name. If the case is a joint case the names will be separated by the word “and”.

Judge - This tag will pull the Judge's name if one is assigned to the case.

Client Profile > Filing Information > Judge

Trustee - This tag will populate the name you have listed in the Trustee field.

Client Profile > Filing Information > Trustee

*Keywords: Doc, creator, Document, Creator, Tags, create

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