Document Deadline Reminder
This email is generated when the Reminder is sent from the Global Documents screen and digital signing is selected
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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. |
| 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. |
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} |
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Company Contact First Name in Proper Case |
${CompanyContactFirstNameProperCase} |
| Company Contact First Name in Upper Case | ${CompanyContactFirstNameUpperCase} |
| 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 |