How to include periods in a legal paperwork template

Ok, so you know how to create a legal paperwork template, but what happens when you want to include values like periods?

There are multiple ways to include periods as merge fields, depending on what information you need exactly.

Deal start date and deal end date

Each deal has a start date (the start date of the first period), and an end date (the end date of the last period), no matter how many periods it has.

Deal_start_date_-_deal_end_date.png

You can summon this information through the following merge fields:

=deal_start_date 12/05/1997
=deal_end_date 30/07/1997

 

Every period start and end dates

If you want to load the start and end dates for all the periods of a deal, you can use a single command:

=periods_string 12/05/1997 - 27/06/1997, 30/06/1997 - 30/07/1997

This merge field will load the start date followed by a dash and then the end date for each period in a deal separated by a comma. See the example below:

Deal_dates.png

 

The special merge fields

If you want to have more control over each date on your documents, you can use this solution. It's a little bit more complex, but once you understand it, it's really powerful. You will need to insert a special merge field before and after the text you want to fill in:

  • insert before the period fields: periods:each(period)
  • insert after the period fields: periods:endEach
periods:each(period)
=period.period_type General period
=period.start_date 12/05/1997
=period.end_date 27/06/1997
=period.guaranteed_days 30
periods:endEach

As you can see, the special merge fields don't include the  = (equal) symbol. This is important.

Please note: The =period.period_type and =period.guaranteed:days can be only used for cast members.

An example is worth a thousand words

To see it in action, we have inserted the following text and merge fields in a document:

Screen_Shot_2018-02-15_at_20.36.18.png

And we have exported the document using a crew member with the following periods in a deal:

Screen_Shot_2018-02-15_at_20.18.19.png

The result

As you can see, the resulting file includes  both periods, one in its own line.

Screen_Shot_2018-02-15_at_20.39.18.png