Document

E-mail

Field

Transaction ID

ü

ü

ü

•    Word Ribbon

Policy Information / System ID

•    E-mail

[[SubPolSystemID]]

•    Calculated Field

[[SubPolSystemID]]

Notes:  Retrieves the Transaction ID for the current transaction.

The leading zeroes are removed by default.  To keep the zeroes, the placeholder must be prefixed by String: and the field must be a text field.

Document

E-mail

Field

Internal Transaction ID

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ü

ü

•    E-mail

[[TransactionResourceId]]

•    Calculated Field

[[TransactionResourceId]]

Notes:  Retrieves the internal ID of the transaction, used for external services integrating with Bridge.

Document

E-mail

Field

Created By First Name

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ü

ü

•    Word Ribbon

Policy Information / Created By First Name

•    E-mail

[[CreatedByFirstName]]

•    Calculated Field

See the $CreatedByFirstName() function.

Document

E-mail

Field

Created By Last Name

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ü

ü

•    Word Ribbon

Policy Information / Created By Last Name

•    E-mail

[[CreatedByLastName]]

•    Calculated Field

See the $CreatedByLastName() function.

Document

E-mail

Field

Last Modified By First Name

ü

ü

ü

•    Word Ribbon

Policy Information / Modified By First Name

•    E-mail

[[ModifiedByFirstName]]

•    Calculated Field

See the $ModifiedByFirstName() function.

Document

E-mail

Field

Last Modified By Last Name

ü

ü

ü

•    Word Ribbon

Policy Information / Modified By Last Name

•    E-mail

[[ModifiedByLastName]]

•    Calculated Field

See the $ModifiedByLastName() function.

Document

E-mail

Field

Last Modified Date

û

ü

ü

•    Word Ribbon

N/A

•    E-mail

[[ModifiedDate]]

•    Calculated Field

[[ModifiedDate]]

Notes:  Contains the date and time of the last change to the transaction.  The following actions will not update this value:

•    Clicking the Previous button.

•    Clicking the Save & Refresh or Next buttons without making any changes to the transaction.

•    Generating documents, attaching files (either through the Attachments feature or a File Upload field), or sending e-mails.

The date and time are saved in the full system format, such as "2015-10-28T18:16:12.3313239-04:00".  Formatting placeholders and functions can be used to modify the value for presentation.

Document

E-mail

Field

Last Status Changed By First Name

ü

ü

û

•    Word Ribbon

Policy Information / Last Status Changed By First Name

•    E-mail

[[LastStatusChangedByFirstName]]

Document

E-mail

Field

Last Status Changed By Last Name

ü

ü

û

•    Word Ribbon

Policy Information / Last Status Changed By Last Name

•    E-mail

[[LastStatusChangedByLastName]]

Document

E-mail

Field

Last Integration Run Date and Time

û

û

ü

•    Calculated Field

[[Integrations/Integration[Code='code']/StartTime]]

Notes:  Retrieves the last date and time a specific integration ran successfully.  This data is stored for each different integration configuration the first time it is run within a transaction.  The integration configuration is identified by the code.

If the resulting date and time are to be used for date comparisons, the field containing this placeholder should be a text field.  If a date picker field is used, it will lose the time component.

Document

E-mail

Field

Status

û

û

ü

•    Calculated Field

[[SubPolStatus]]

Document

E-mail

Field

Correction Type

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ü

û

•    E-mail

[[CorrectionType]

Document

E-mail

Field

Effective Date

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ü

ü

•    Word Ribbon

Policy Information / Effective Date

•    E-mail

[[PolicyEffectiveDate]]

•    Calculated Field

[[PolicyEffectiveDate]]

Notes:  In Date Picker type fields, the year, month, and day are displayed, formatted according to browser settings.  In a text field, the date and time is shown in the internal system format.

Document

E-mail

Field

Valid Until Date

ü

ü

ü

•    Word Ribbon

Policy Information / Valid Until Date

•    E-mail

[[PolicyValidUntilDate]]

•    Calculated Field

[[PolicyValidUntilDate]]

Notes:  In Date Picker type fields, the year, month, and day are displayed, formatted according to browser settings.  In a text field, the date and time is shown in the internal system format.

Document

E-mail

Field

Bound Date

ü

ü

ü

•    Word Ribbon

Policy Information / Bound Date

•    E-mail

[[BoundDate]]

•    Calculated Field

[[BoundDate]]

Notes:  In Date Picker type fields, the year, month, and day are displayed, formatted according to browser settings.  In a text field, the date and time is shown in the internal system format.

Document

E-mail

Field

Endorsement Number

ü

ü

û

•    Word Ribbon

Policy Information / Endorsement Number

•    E-mail

[[EndorsementNumber]]

Document

E-mail

Field

Adjustment Number

ü

ü

û

•    Word Ribbon

Policy Information / Adjustment Number

•    E-mail

[[AdjustmentNumber]]

Document

E-mail

Field

Referral Reason

û

ü

û

•    E-mail

[[Referral]]

Document

E-mail

Field

Lost Reason

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ü

ü

•    Word Ribbon

Policy Information / Lost Reason

•    E-mail

[[LostReasonLabel]]

•    Calculated Field

[[LostReasonLabel]]

Document

E-mail

Field

Void Reason Name

û

ü

û

•    E-mail

[[VoidReasonName]]

Document

E-mail

Field

Void Reason Code

û

ü

û

•    E-mail

[[VoidReasonCode]]

Document

E-mail

Field

Void Reason Details

û

ü

û

•    E-mail

[[VoidReasonDetails]]