Document Review Email Template
This email is generated when Documents are sent using the Document Review function.
| Description |
Code |
Where is this information in CAS 360? |
| Company Name |
${companyName}
|
Entered into the Company Name field in the General Details screen. |
| Company Label |
${CompanyLabels} |
Name of the label attached to the company |
| Reviewer Name |
${Reviewer}
|
Contact when sending the document for review |
| Reviewer's first name |
${ReviewerFirstName}
|
Contact when sending the document for review |
| Today's Date |
${Date} |
Today's Calendar date. |
| 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 |
|
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}