Common template mappings

Reference field and section mappings for the most frequently used document templates.

Placeholders that appear across many templates, like File Name, File Number, and Document Generation Date, should be set up once in Global Default Mappings so every new template picks them up automatically.

Statement of Account

Download template

Field mappings

Placeholder	Source	Maps to	Transform
Document Generation Date	Field	Generation Date	Date (Long)
All Buyer Names	Joined list	Buyers (Comma) · Full Name
Property Street	Field	Property Street
Property City	Field	Property City
Property Province	Field	Property Province
Property Postal Code	Field	Property Postal Code
Property Civic Address	Field	Property Civic Address
Completion Date	Field	Completion Date	Date (Long)
File Number	Field	File Number
File Name	Field	File Name
Fee Amount	Field	Fee Amount	Currency (CAD)
Fee GST	Field	GST on Fee	Currency (CAD)
Fee PST	Field	PST on Fee	Currency (CAD)
Disbursement Description	Field	Disbursement Description
Disbursement Amount	Field	Disbursement Amount	Currency (CAD)
Taxable Disbursements Total Amount	Field	Total Taxable Disbursements Amount	Currency (CAD)
Disbursements Total GST	Field	Total Disbursements GST	Currency (CAD)
Non-Taxable Disbursements Total Amount	Field	Total Non-Taxable Disbursements Amount	Currency (CAD)
Disbursements Total Amount	Field	Total Disbursements Amount	Currency (CAD)
Paid From Trust	Field	Paid from Trust	Currency (CAD)
Account Balance Owing	Field	Account Balance Owing	Currency (CAD)
Firm Name	Field	Company Name
Responsible Lawyer Name	Field	Responsible Lawyer

Section mappings

Section tag pair	Maps to
{#Each Taxable Disbursement} ··· {/Each Taxable Disbursement}	Each Taxable Disbursement
{#Each Non-Taxable Disbursement} ··· {/Each Non-Taxable Disbursement}	Each Non-Taxable Disbursement

In/Out Trust Reconciliation

Download template

Field mappings

Placeholder	Source	Maps to	Transform
All Buyer Names	Joined list	Buyers (Comma) · Full Name
All Seller Names	Joined list	Sellers (Comma) · Full Name
All Mortgagor Names	Joined list	Borrowers (Comma) · Full Name
Property Civic Address	Field	Property Civic Address
PID	Field	Property PID
Legal Description	Field	Legal Description
Completion Date	Field	Completion Date	Date (Long)
File Number	Field	File Number
File Name	Field	File Name
Trust Funds In Item Name	Field	Funds In Item Name
Trust Funds In Item Amount	Field	Funds In Item Amount	Currency (CAD)
Balance Owing From Purchaser	Field	Balance Owing from Purchaser	Currency (CAD)
Balance Owing From Vendor	Field	Balance Owing from Vendor	Currency (CAD)
Balance Owing From Client	Field	Balance Owing from Client	Currency (CAD)
Trust Funds Out Item Name	Field	Funds Out Item Name
Trust Funds Out Item Amount	Field	Funds Out Item Amount	Currency (CAD)
Other Side Firm Name	Field	Other Side Firm Name
Balance Due To Vendor	Field	Balance Due to Vendor	Currency (CAD)
Balance Paid To Vendor	Field	Balance Paid to Vendor	Currency (CAD)
Balance Paid To Client	Field	Balance Paid to Client	Currency (CAD)
Total Funds In	Field	Total Funds In	Currency (CAD)
Total Funds Out	Field	Total Funds Out	Currency (CAD)

Section mappings

Section tag pair	Maps to
{#IfPurchaseFile} ··· {/IfPurchaseFile}	If Purchase File
{#IfSaleFile} ··· {/IfSaleFile}	If Sale File
{#IfMortgageFile} ··· {/IfMortgageFile}	If Mortgage File
{#Each Trust Funds In Item} ··· {/Each Trust Funds In Item}	Each Trust Funds In
{#If Balance Owing From Purchaser} ··· {/If Balance Owing From Purchaser}	If Balance Owing From Purchaser
{#If Balance Owing From Vendor} ··· {/If Balance Owing From Vendor}	If Balance Owing From Vendor
{#If Balance Owing From Client} ··· {/If Balance Owing From Client}	If Balance Owing From Client
{#Each Trust Funds Out Item} ··· {/Each Trust Funds Out Item}	Each Funds Out Adjustment
{#If Balance Due To Vendor} ··· {/If Balance Due To Vendor}	If Balance Due To Vendor
{#If Balance Paid To Vendor} ··· {/If Balance Paid To Vendor}	If Balance Paid To Vendor
{#If Balance Paid To Client} ··· {/If Balance Paid To Client}	If Balance Paid To Client

Vendor Statement of Adjustments

Download template

Field mappings

Placeholder	Source	Maps to	Transform
All Seller Names	Joined list	Sellers (Comma) · Full Name
All Buyer Names	Joined list	Buyers (Comma) · Full Name
Property Civic Address	Field	Property Civic Address
PID	Field	Property PID
Legal Description	Field	Legal Description
Completion Date	Field	Completion Date	Date (Long)
Adjustment Date	Field	Adjustment Date	Date (Long)
Possession Date	Field	Possession Date	Date (Long)
File Number	Field	File Number
File Name	Field	File Name
Seller Adjustment Description	Field	Adjustment Description
Seller Adjustment Amount	Field	Adjustment Amount	Currency (CAD)
Other Side Firm Name	Field	Other Side Firm Name
Trust Owing To	Field	Balance Due to Vendor	Currency (CAD)
Credit Seller Adjustments Total	Field	Total Credit Seller Adjustments	Currency (CAD)
Firm Name	Field	Company Name
Document Generation Month	Field	Generation Month
Document Generation Year	Field	Generation Year
All Seller Signatures	Joined list	Sellers (Comma) · Full Name

Section mappings

Section tag pair	Maps to
{#Each Credit Seller Adjustment} ··· {/Each Credit Seller Adjustment}	Each Credit Seller Adjustment
{#Each Debit Seller Adjustment} ··· {/Each Debit Seller Adjustment}	Each Debit Seller Adjustment

Purchaser Statement of Adjustments

Download template

Field mappings

Placeholder	Source	Maps to	Transform
All Buyer Names	Joined list	Buyers (Comma) · Full Name
All Seller Names	Joined list	Sellers (Comma) · Full Name
Property Civic Address	Field	Property Civic Address
PID	Field	Property PID
Legal Description	Field	Legal Description
Completion Date	Field	Completion Date	Date (Long)
Adjustment Date	Field	Adjustment Date	Date (Long)
Possession Date	Field	Possession Date	Date (Long)
File Number	Field	File Number
File Name	Field	File Name
Buyer Adjustment Description	Field	Adjustment Description
Buyer Adjustment Amount	Field	Adjustment Amount	Currency (CAD)
Debit Buyer Adjustments Total	Field	Total Debit Buyer Adjustments	Currency (CAD)
Credit Buyer Adjustments Total	Field	Total Credit Buyer Adjustments	Currency (CAD)
Firm Name	Field	Company Name
Trust Owing From	Field	Balance Owing from Purchaser	Currency (CAD)
Document Generation Month	Field	Generation Month
Document Generation Year	Field	Generation Year
All Buyer Signatures	Joined list	Buyers (Comma) · Full Name

Section mappings

Section tag pair	Maps to
{#Each Credit Buyer Adjustment} ··· {/Each Credit Buyer Adjustment}	Each Credit Buyer Adjustment
{#Each Debit Buyer Adjustment} ··· {/Each Debit Buyer Adjustment}	Each Debit Buyer Adjustment

Statutory Declaration - Source of Funds

Download template

Field mappings

Placeholder	Source	Maps to	Transform
Property Civic Address	Field	Property Civic Address
PID	Field	Property PID
Legal Description	Field	Legal Description
All Buyer Names	Joined list	Buyers (Comma) · Full Name
Completion Date	Field	Completion Date	Date (Long)
Firm Name	Field	Company Name
Document Generation Month	Field	Generation Month
Document Generation Year	Field	Generation Year
Buyer Signature	Field	Full Name

Section mappings

Section tag pair	Maps to
{#Each Buyer} ··· {/Each Buyer}	Each Buyer