Digital Signing Documents Prepared Email Template
This email is generated when send document is selected in Document Production and Digital signing has been selected.
| Description |
Code |
Where is this information in CAS 360? |
| Company Label |
${CompanyLabels} |
Name of the label attached to the company |
| 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. |
| Company Client Number |
${ClientNumber} |
Client Number entered into the Company Info screen. In the Company Info screen, the client number is entered with Client Data |
| Client Reference number |
|
Reference Number entered into the Company Info screen. In the Company Info screen, the Reference number is entered with Client Data |
| Client Email |
${ClientEmail} |
Contact email when sending the document. |
|
Partner Name
|
${PartnerName} |
Partner appearing in the General Details screen |
| Partner Name, Proper Case |
${PartnerNameProperCase} |
Partner appearing in the General Details screen |
| Partner First Name and Surname only |
${PartnerFirstNameSurnameOnly} |
Partner appearing in the General Details screen |
| Partner First Name and Surname only Proper Case |
${PartnerFirstNameSurnameOnlyProperCase} |
Partner appearing in the General Details screen |
| Manager Name |
${ManagerName} |
Manager appearing in the General Details screen |
| Manager Name, Proper Case |
${ManagerNameProperCase} |
Manager appearing in the General Details screen |
| Manager First Name and Surname only |
${ManagerFirstNameSurnameOnly} |
Manager appearing in the General Details screen |
| Manager First Name and Surname only Proper Case |
${ManagerFirstNameSurnameOnlyProperCase} |
Manager appearing in the General Details screen |
| Username |
${UserName} |
Name of the CAS 360 user from their Profile Management screen. |
| Firm Name |
${FirmName} |
Name of your firm. |
${Reference}