Bookmarks

Bookmark Grouping

When creating document templates, you can find the available bookmarks in the Lexolution Word Add-In by clicking the Show button. Bookmarks are available for documents initially created in Word (Word tab) and for those created in Lexolution (KMS tab). Please pay attention to this distinction when creating templates and only select bookmarks from the appropriate tab. For example, system templates can only use bookmarks from the KMS tab.

Configurable Bookmarks

The layout and design of headings in bookmarks can be very individual in each law firm. That's why Lexolution allows you to configure certain bookmarks yourself. Depending on whether the bookmark is static (Total Gross Amount) or dynamic (All Expenses), you can hide rows and columns or add headings. Since bookmarks contain a table, you can also add more rows and columns. Additionally, you can insert other bookmarks from the list into the configurable bookmark. Any changes you make to the layout and content of the bookmark will apply to all documents created from the edited template.

When formatting a configurable bookmark, make sure that the outer border of the bookmark remains intact.

Multi-Currency Support

All bookmarks support multiple currencies and cultures. When creating an invoice in a different currency, the bookmarks can display the amounts using the ISO code of the currency. If a culture is assigned to the invoice, the format of that culture is used, ensuring that date and amount data are displayed accordingly.

Bookmarks

System

Content Control	Source	Description	Control	from
Grouping Bookmark			Lexolution	Word

Files

Bookmark	Description	Control	from
File created on	Date the file was created	Lexolution	Word
File created by	Initials of the user who created the file	Lexolution	Word
File name	Name of the file	Lexolution	Word
File category abbreviation	Single-line list of file categories	Lexolution
File language short		Lexolution
File language ISO		Lexolution
File reference number	Reference number of the file	Lexolution	Word
File reference number (old)	Reference number of the file migrated from the previous system	Lexolution	Word
File reference number (Claims Management)	Claims management reference number	Lexolution	Word
File reference number (Hierarchical)	Hierarchical reference number	Lexolution
Mandate decision	Date of mandate decision	Lexolution	Word
Mandate subject	Subject of the mandate	Lexolution	Word
Legal areas of the file	List of legal areas for the file	Lexolution
Rubrum	Manually entered case heading	Lexolution	Word
Rubrum: Defendant side	List of parties involved in the case with the role "Defendant"		Word
Rubrum: Opposing attorney	List of parties involved in the case with the role "Opposing Attorney"		Word
Rubrum: Plaintiff side	List of parties involved in the case with the role "Plaintiff"		Word
Amount in dispute	Amount in dispute for the file	Lexolution	Word

Staff

Bookmark	Description	Control	from
HVRA	Title, first name, and last name of the lead attorney	Lexolution	Word
HVRA-Profession		Lexolution
HVRA-Profession Additional		Lexolution
HVRA-Email		Lexolution
HVRA-Fax		Lexolution
HVRA-Initials		Lexolution
HVRA-Mobile		Lexolution
HVRA-Name		Lexolution
HVRA-Phone		Lexolution
HVRA-Title		Lexolution
HVRA-Signature		Lexolution
HVRA-First name		Lexolution
HVRA-Additional		Lexolution
HV-Location		Lexolution	Word
HV-Location Law Firm Name		Lexolution	Word
Staff initials	Initials of the logged-in user's staff member	Lexolution	Word
Staff initials (HVRA)	Initials of the lead attorney for the file	Lexolution
Staff additional	Additional name of the staff member		Word
RA2-Profession			Word
RA2-Profession Additional			Word
RA2-Email			Word
RA2-Fax			Word
RA2-Initials			Word
RA2-Name			Word
RA2-City			Word
RA2-Phone			Word
RA2-Title			Word
RA2-Signature			Word
RA2-First name			Word
RA2-Additional			Word
RA-Profession		Lexolution	Word
RA-Profession Additional		Lexolution	Word
RA-Email	Email from the Vcard communication data of the selected attorney	Lexolution	Word
RA-Fax	Fax number from the Vcard communication data of the selected attorney	Lexolution	Word
RA-Initials	Initials of the selected attorney	Lexolution	Word
RA-Mobile	Mobile number from the Vcard communication data of the selected attorney	Lexolution	Word
RA-Name	Name of the selected attorney	Lexolution	Word
RA-City	City of the location assigned to the selected attorney	Lexolution	Word
RA-Phone	Phone from the Vcard communication data of the selected attorney	Lexolution	Word
RA-Title	Name of the selected attorney	Lexolution	Word
RA-Signature		Lexolution
RA-First name	First name of the selected attorney	Lexolution	Word
RA-Additional		Lexolution
Sec2-Email			Word
Sec2-Fax			Word
Sec2-Initials			Word
Sec2-Name			Word
Sec2-Phone			Word
Sec2-First name			Word
Sec-Email	Email from the Vcard communication data	Lexolution	Word
Sec-Fax	Fax number from the Vcard communication data	Lexolution	Word
Sec-Initials	Initials of the selected secretary	Lexolution	Word
Sec-Name	Name of the selected secretary	Lexolution	Word
Sec-Phone	Phone number from the Vcard communication data	Lexolution	Word
Sec-First name	First name of the selected secretary	Lexolution	Word

Locations

Bookmark	Description	Control	from
Location: Bank accounts	Selected bank accounts	Lexolution	Word
Location: Customizable bank accounts	Selected bank accounts (individual components of the bank accounts can be formatted)		Word
Location: Footer logo		Lexolution	Word
Location: Header logo		Lexolution	Word
Location: Sidebar logo		Lexolution	Word
Location: Text 1		Lexolution	Word
Location: Text 10		Lexolution	Word
Location: Text 11		Lexolution	Word
Location: Text 12		Lexolution	Word
Location: Text 2		Lexolution	Word
Location: Text 3		Lexolution	Word
Location: Text 4		Lexolution	Word
Location: Text 5		Lexolution	Word
Location: Text 6		Lexolution	Word
Location: Text 7		Lexolution	Word
Location: Text 8		Lexolution	Word
Location: Text 9		Lexolution	Word
Locations	Location fields: Address (from template), law firm name, law firm name additional, street, house number, ZIP code, city, country, address additional, phone, fax, mobile, email, website, communication additional	Lexolution	Word

Contacts

Bookmark	Description	Control	from
Case Participants List	List of all participants and contacts for the case, including address and communication details	Lexolution
Case Participant Contact Communication Data	Component for Case Participants List	Lexolution
Case Participant Communication Data	Component for Case Participants List	Lexolution
Salutation	Salutation for the contact	Lexolution	Word
Letter: Salutation	Salutation for the contact in the letter	Lexolution
Letter: Address	Address of the letter recipient	Lexolution
Letter: Closing Formula		Lexolution
Letter: Last Name	Last name of the contact in the letter	Lexolution
Letter: First Name	First name of the contact in the letter	Lexolution
Letter: Additional Info	Additional info for the contact in the letter	Lexolution
Recipient Address (from template)			Word
Recipient Subject			Word
Recipient Email			Word
Recipient Fax No.			Word
Recipient: Case Reference			Word
Recipient: Closing Formula			Word
Recipient: Note			Word
Invoice: Address	Address of the invoice recipient	Lexolution
Invoice: Recipient External Case Reference	External case reference for the invoice recipient	Lexolution
Invoice: Recipient Subject	Subject of the case participation for the invoice recipient	Lexolution
Invoice: Recipient Debtor Account		Lexolution
Invoice: Recipient House Number	House number of the invoice recipient	Lexolution
Invoice: Recipient Contact Number	Contact number of the invoice recipient	Lexolution
Invoice: Recipient Country	Country of the invoice recipient	Lexolution
Invoice: Recipient Last Name	Last name of the invoice recipient	Lexolution
Invoice: Recipient City	City of the invoice recipient	Lexolution
Invoice: Recipient Zip Code	Zip code of the invoice recipient	Lexolution
Invoice: Recipient Street	Street of the invoice recipient	Lexolution
Invoice: Recipient VAT ID	VAT ID of the invoice recipient (without label)	Lexolution
Invoice: Recipient VAT ID No.	VAT ID No. of the invoice recipient (with label)	Lexolution
Invoice: Recipient First Name	First name of the invoice recipient (for individuals)	Lexolution
Invoice: Recipient Additional Info	Additional info for names of organizations and authorities	Lexolution
Invoice: Closing Formula		Lexolution

Billing

Bookmark	Description	Control
All Expenses for File	All expenses, including tax-exempt, for the file, sorted by date ascending	Lexolution
All Hours for File	All hours for the file that have been billed (i.e., all hours that have been added to a draft invoice or a finalized invoice)	Lexolution
Attachment Details Cumulative	Component for the bookmark Attachment Cumulative	Lexolution
Attachment Cumulative	List of all previous invoices, credit notes/cancellations, and payment carryforwards for cumulative invoices	Lexolution
Attachment RVG Positions (Tax-Exempt)	Component for gross total amount (RVG)	Lexolution
Attachment RVG Positions (Taxable)	Component for gross total amount (RVG)	Lexolution
Attachment Collective Invoice	List of all partial invoices with attachments for hourly invoices; the bookmarks for displaying the partial invoices can be individually selected from the list	Lexolution
Attachment Collective Invoice: Credited Advance	List of all partial invoices with attachments for hourly invoices; the bookmarks for displaying the partial invoices can be individually selected from the list. Difference from the bookmark “Attachment Collective Invoice”: Correct display of credited advances	Lexolution
Expense: Vehicle	List of vehicle expenses	Lexolution
Expense: Vehicle New	List of vehicle expenses newly added in this invoice (for cumulative invoices)	Lexolution
Expense: Copy	List of copies	Lexolution
Expense: Copy New	List of copies newly added in this invoice (for cumulative invoices)	Lexolution
Expense: Flat Rate in %	Expense flat rate for hourly invoices	Lexolution
Expense: RVG Position	List of expenses by RVG	Lexolution
Expense: Tax-Exempt	List of tax-exempt expenses	Lexolution
Expense: Tax-Exempt New	List of tax-exempt expenses newly added in this invoice (for cumulative invoices)	Lexolution
Expense: Taxable	List of taxable expenses	Lexolution
Expense: Taxable New	List of taxable expenses newly added in this invoice (for cumulative invoices)	Lexolution
Expense: Per Diem	List of per diem and absence allowance positions
Expense: Per Diem New	List of per diem and absence allowance positions newly added in this invoice (for cumulative invoices)	Lexolution
Expenses: All Expenses	All expenses on the invoice, except tax-exempt expenses, sorted by date ascending; items without a date are listed first	Lexolution
Gross Total Amount	List of fees, expenses, expense flat rate, subtotal, VAT, tax-exempt expenses, and gross total for RVG, hourly, and flat-rate invoices	Lexolution
Gross Total Amount (Credit Note)	List of credited fees, expenses, subtotal, VAT, tax-exempt expenses, and gross total for credit notes	Lexolution
Gross Total Amount (Cumulative)	List of fees, expenses, subtotal, VAT, tax-exempt expenses, gross total, amount paid so far, and VAT not yet included for cumulative invoices	Lexolution
Gross Total Amount (Outstanding)	List of outstanding fees, expenses, subtotal, VAT, tax-exempt expenses, and gross total for credit notes	Lexolution
Gross Total Amount (RVG)	List of all RVG positions with subtotal	Lexolution
Gross Total Amount (Hours by Status)	Display of total fees grouped by employee status with hours for hourly invoices	Lexolution
Gross Total Amount (Hours)	Display of total fees grouped by attorneys with hours and hourly rate for hourly invoices	Lexolution
Gross Total Amount (Partial Invoices)	List of fees, expenses, subtotal, VAT, tax-exempt expenses, and gross total for all partial invoices of a collective invoice separately	Lexolution
Revenue Distribution	Revenue distribution of the invoice	Lexolution
Revenue Distribution Collective Invoice	Revenue distribution of the collective invoice	Lexolution
Claim	Statement for dunning letters with columns Invoice Date, Invoice No., Invoice Amount, Outstanding Amount	Lexolution
Credit Note: Credit Notes and Payments	List of previous credit notes and payments on the invoice	Lexolution
Credit Note: Number	Credit note number	Lexolution
Credit Note: Remaining Amount/Credit	Remaining amount of the claim as credit or outstanding claim	Lexolution
Fee: Written-Off Hourly Positions (by Date)
Fee: Flat Rate Positions	List of flat rate positions	Lexolution
Fee: RVG Fees	List of fees by RVG	Lexolution
Fee: Hourly Positions (by Date)	List of activities sorted by date, with columns Position, Date, Attorney, Attorney Abbreviation, orig. hrs., billable hrs., orig. industry hrs., billable industry hrs., Amount	Lexolution
Fee: Hourly Positions (by Attorney)	List of activities sorted by attorney and date, with columns Attorney, Date, Hours	Lexolution
Fee: Hourly Positions (Summed by Attorney)	List of attorneys with hours, hourly rate, and amount	Lexolution
Fee: Advance Positions	List of credited advance positions that are deducted in the invoice	Lexolution
KFA: Fees and Expenses Dynamic	List of all partial invoices with attachments for cross-instance cost assessment applications; the bookmarks for displaying the partial invoices can be individually selected from the list	Lexolution
KFA: Instances	List of external file numbers for all partial invoice recipients in a cross-instance cost assessment application	Lexolution
KFA: Legal Aid Payments and Advances	List of received payments and advances in the legal aid process	Lexolution
KFA: Show Standard Fee	List of optional fees in addition to mandatory fees in legal aid process	Lexolution
KFA: Show Standard Fee (Tax-Exempt)	List of tax-exempt fee positions from optional fees in addition to mandatory fees in legal aid process	Lexolution
KFA: Show Standard Fee (Taxable)	List of taxable fee positions from optional fees in addition to mandatory fees in legal aid process	Lexolution
KFA: Input Tax Deduction Eligibility	Display of the applicant's input tax deduction eligibility	Lexolution
Invoice: Originator	Main originator of the file (Title, First Name, Last Name, Cost Center)	Lexolution
Invoice: Bank Name	Name of the selected bank	Lexolution
Invoice: Bank Accounts	Selected bank accounts	Lexolution
Invoice: Processed On	Date of processing	Lexolution
Invoice: Processed By (Employee Abbreviation)	Abbreviation of the logged-in user's employee	Lexolution
Invoice: Document Date	Invoice date of the document (e.g., the credit note)	Lexolution
Invoice: Subject
Invoice: Date	Invoice date	Lexolution
Invoice: Created On	Date the invoice was created	Lexolution
Invoice: Created By (Employee Abbreviation)	Abbreviation of the logged-in user's employee	Lexolution
Invoice: ESR Coding Line	ESR coding line payment slip	Lexolution
Invoice: ESR Reference Number	ESR reference number payment slip	Lexolution
Invoice: ESR Reference Number (Formatted)	ESR reference number (formatted) payment slip	Lexolution
Invoice: ESR Participant Number		Lexolution
Invoice: Due Date	Due date of the invoice	Lexolution
Invoice: Tax Information Note	Note text on the tax situation of the invoice	Lexolution
Invoice: IBAN (Formatted)	Formatted IBAN of the invoice's bank account	Lexolution
Invoice: Service Period	Service period of the invoice	Lexolution
Invoice: Number	Invoice number	Lexolution
Invoice: QR Code	QR code for payment slip	Lexolution
Invoice: QR Reference Number (Formatted)	QR reference number for payment slip	Lexolution
Invoice: VAT	Value of the invoice's VAT as a component for nested bookmarks	Lexolution
Invoice: Currency	ISO code of the invoice currency	Lexolution
Invoice: Payment Amount	Payment amount payment slip	Lexolution
Invoice: Payment Amount (Formatted)	Payment amount formatted payment slip	Lexolution
Invoice: Payment Amount (Decimals)	Payment amount (decimals) payment slip	Lexolution
Invoice: Payment Amount (Whole Number)	Payment amount whole number payment slip	Lexolution
Invoice: Payment Slip	Payment slip (placeholder for payment slip bookmarks)	Lexolution
Invoice: Payment > 0
Invoice: Payment Terms	Payment terms of the invoice	Lexolution
Invoice Item: Credited Advance: Payment Document	Field "Document" in the invoice item Credited Advance	Lexolution
Invoice Item: Credited Advance: Payment Date	Field "Received" in the invoice item Credited Advance	Lexolution
Invoice Item: Credited Advance: Tax Rate Payment	Field "Tax Rate" in the invoice item Credited Advance	Lexolution
Invoice Item: Gross Amount	Document field in the invoice item Credited Advance	Lexolution
Invoice Item: Tax-Exempt Expenses?	Gross amount in the invoice item	Lexolution
Invoice Items	List of the invoice items on the invoice	Lexolution
Invoice Items: Remaining Amount as Credit	Remaining credit if credited advance is greater than invoice amount and remaining amount is not offset by client funds	Lexolution
Invoice Items: Remaining Amount to Client Funds	Amount offset by client funds if credited advance is greater than invoice amount	Lexolution
RVG Version
Split Invoice: Tax-Exempt Expenses		Lexolution
Split Invoice: Percentage Allocation		Lexolution
Split Invoice: Hours (Sorted by Attorney)		Lexolution
Partial Invoice Items	This bookmark allows for individual formatting of collective invoices	Lexolution

Missing

Bookmark	Description	Control	from
Profession	Job title of the selected file manager KMS: of the HVRA	Lexolution	Word
Additional Profession	Additional job title of the selected file manager, e.g. specialist lawyer for tax law KMS: of the HVRA	Lexolution	Word
Recipient Address (from template)	Address of the selected recipient, optionally with contact person and contact person's address and address-related addition		Word
Recipient File Reference External	External file reference of the party in a file	Lexolution	Word
Recipient Subject	Subject of the party in a file		Word
Recipient Email	Email of the selected recipient or the selected contact person		Word
Recipient Fax No.	Fax number of the selected recipient or the selected contact person		Word
EPC Code on Invoices	This bookmark can be printed as a QR code on outgoing invoices. It can be scanned with a banking app, transfers the necessary data, and simplifies the payment process.	Lexolution
ESR Participant Number Payment Slip	KMS
Grouping Bookmark	This bookmark is used to combine running text and bookmarks. If the included bookmarks are not filled, the grouping bookmark along with the running text will be hidden.	Lexolution	Word

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This article has been automatically translated by an AI and may therefore contain errors.

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Category -- Lexolution