Documents Prepared Cover Letter
This letter is generated when in the Document Production screen
Description
|
Code
|
Where is this information in CAS 360?
|
---|---|---|
The date on the Letter |
${documentDate}
|
Document date. The date can be changed in the Document Production screen by clicking |
Client's First and Last Name | ${contactFullName} | Contact when sending the document |
Company or Trust name* | ${entityName} | Name of the Company from the Company Selection screen. In case of a trust, the trustee's name from the trust screen |
Company or Trust name in Proper case* | ${entityNameProperCase} | Name of the Company from the Company Selection screen. In case of a trust, the trustee's name from the trust screen |
Company registered address / Trustee contact residential address.* |
${entityAddress} |
In the case of a company, the registered address in the Addresses screen. In the case of a trust, the trustee contact's residential address. |
Company registered address / Trustee contact residential address in Proper case* |
${entityAddressProperCase} |
In the case of a company, the registered address in the Addresses screen. In the case of a trust, the trustee contact's residential address. |
List of documents prepared | ${documentsPrepared} | List of Documents in the Document Production screen |
Current User's Username |
${userName} |
Username of the current user as specified in the BGL Account page |
Firm Name | ${firmName} | Name of your firm |
Document Lodgement Due Date | ${dueDate} | Document Lodgement Due Date |
The type of change that is being prepared |
$(changeType) |
Example: if preparing an officers change, the result will be 'Change to Company Officers' |
Client's First and Last Name in Proper case |
${contactFullNameProperCase} |
contact selected when sending the document |
Client's First Name |
${contactFirstName} |
contact selected when sending the document |
Client's First in Proper case |
${contactFirstNameProperCase} |
contact selected when sending the document (will use the Casual name if it has been entered) |
Client's Last Name |
${contactSurnameName} |
contact selected when sending the document (will use the Casual name if it has been entered) |
Client's Last Name in Proper case |
${contactSurnameProperCase} |
contact selected when sending the document |
Client's Title |
${contactTitle} |
contact selected when sending the document |
Postal Address in Multiple lines, no commas |
${companyPostalAddressMultiLineNoComma} |
The Postal address entered into the Addresses screen
|
Company Business Address in Multiple lines, no commas |
${companyBusinessAddressMultiLineNoComma} |
The Business Office address entered into the Addresses screen |
Comments
Please sign in to leave a comment.