Copy of the Electronically Signed Document - CAS 360 Dictionary Codes

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Copy of the Electronically Signed Document

This email is generated when Email me a signed copy is selected after a document is electronically signed with DocuSign.


Where is this information in CAS 360?
Client Name ${Client} Contact when sending the document reminder via the Alerts
Company Name ${CompanyName} Name of the company appearing in the Company Screen
Firm Name ${FirmName} Name of your firm
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 Number and Company Name codes can also be used in the Email Subject

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