Document Deadline Reminder
This email is generated when the Reminder is sent from the Global Documents screen and digital signing is selected
|
Description
|
Code
|
Where is this information in CAS 360?
|
|---|---|---|
| Client Name | ${Client} | Contact when sending the document reminder. |
| Document Name | ${DocumentName} | Name of the document due. |
| Due Date | ${DueDate} | The due date for the document. |
| Client Email | ${ClientEmail} | Contact email when sending the document reminder. |
| Username | ${UserName} | Name of the CAS 360 user |
| Firm Name | ${FirmName} | Name of your firm |
| Company Label | ${CompanyLabels} | Name of the label attached to the company |
| Company Number | ${CompanyNumber} | Company Number appearing in the General Details screen |
| Today's Date | ${Date} | Today's Calendar date. This code can also be used in the email subject. |
| 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 |
| 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 |