Signed Completed Document Email Template - CAS 360 Dictionary Codes

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Signed Completed Document Email Template

This is email is sent to all signers containing the completed signed documents once all digital signing has been finalised.

Description Code Where is this information in CAS 360?
Company Name

${companyName}

Entered into the Company Name field in the General Details screen.
Today's Date ${Date} Today's Calendar date.
Client Full Name (including Middle Name) ${Client} Contact when sending the document. Default Signing contacts are stored in General Details. 
Client First Name  ${ClientFirstName} Contact when sending the document. Default Signing contacts are stored in General Details. 
Client Last Name ${ClientLastName} Contact when sending the document. Default Signing contacts are stored in General Details. 
Client Email ${ClientEmail} Contact email when sending the document.
Firm Name ${EntityName} Name of your firm.
Username ${UserName} Name of the CAS 360 user from their Profile Management screen.
Form Name ${FormName} Name of the generated form in Document Production.

 

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