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.
Description
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Code
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Where is this information in CAS 360?
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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
Company Contact Codes
The following codes relate to the Company Contact selected in the General Details screen.
Description | Code |
Company Contact Name | ${CompanyContactName} |
Company Contact Name in Lower Case | ${CompanyContactNameLowerCase} |
Company Contact Name in Proper Case | ${CompanyContactNameProperCase} |
Company Contact Name in Upper Case | ${CompanyContactNameUpperCase} |
Company Contact First Name | ${CompanyContactFirstName} |
Company Contact First Name in Lower Case | ${CompanyContactFirstNameLowerCase} |
Company Contact First Name in Proper Case |
${CompanyContactFirstNameProperCase} |
Company Contact First Name in Upper Case | ${CompanyContactFirstNameUpperCase} |