Document templates are Microsoft Word DOCX (.docx) format. The old .doc format is not accepted and will not work.

To create a document that can be used as a template, start with a regular Word document and replace any words or lines that will be updated each time the document is output with “placeholders”. A placeholder is a formatted code that the BDP server recognises, analyses and replaces with text or other content. Placeholders cause “variables” to be inserted into the document.

The placeholders BDP uses are in the form of [var.someTag], [var.someTag.someSecondaryTag] or even [var.someTag.bd.someOutput]. Occasionally you will see tags in the form of [var.someTag;block=w:p] which perform special functions like repeating content blocks. There is a full list of all available placeholders in a separate help page in this section. There is also a ZIP file available, Sample-DOCX-with-placeholders, containing some sample document templates to help you see how the placeholders work in context.

The structure of the placeholders works in a tree style. The top-level placeholder variables are as follows, with many of these containing sub-variables. For a full, in-depth analysis of all placeholders see the separate section.

[var.verdorDetails]
[var.propertyDetails]
[var.fees]
[var.docDate]
[var.askingPrice]
[var.preambleText]
[var.solDetails]
[var.negDetails]
[var.ccareDetails]
[var.valuerDetails]
[var.feeEarnerDetails]
[var.conveyancerDetails]
[var.adminDetails]

BDP features a Quote Builder system which enables you to build up a table of fees and charges to include in any document using placeholders. The Quote Builder can be combined with data drawn from the individual property record to instantly build fully-comprehensive documents on request, saving significant time.

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