Document Prepared Email Template - CAS 360 Dictionary Codes – CAS 360 New Zealand

This email is generated when send document is selected in Document Production

Description	Code	Where is this information in CAS 360?
Document Name	${FormName}	The name of the Document
Client Name	${Client}	Contact when sending the document.
Due Date	${DueDate}	The due date for the document.
Client First Name (including middle name)	${ClientFirstName}	Contact when sending the document.
Client Last Name	${ClientLastName}	Contact when sending the document.
Client Email	${ClientEmail}	Contact email when sending the document.
Username	${UserName}	Name of the CAS 360 user
Firm Name	${FirmName}	Name of your firm
Company 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 Reference number	${Reference}	Reference Number entered into the Company Info screen. In the Company Info screen, the Reference number is entered with Client Data
Company Label	${CompanyLabels}	Name of the label attached to the company
Client title (if one exists)	${ClientSmartTitle}	CAS 360 will use the title and the surname in the Global Contacts screen. If the title has not been entered, CAS 360 will use the first name and the surname of the contact (e.g. John Jones). If the title has been entered, CAS 360 will display the title and surname of the contact (e.g. Mr Jones).
Client First Name Only	${ClientFirstNameOnly}	Contact when sending the document.
Client First Name Only in Proper Case	${ClientFirstNameOnlyProperCase}	The recipient contact when sending the document.
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.
Client Casual Name	${ClientCasual}	CAS 360 will use the Casual name entered in the Global Contacts screen. If the title has not been entered, CAS 360 will use the first name and the surname of the contact (e.g. John Jones). If the above merge fields are used, it will display the Casual Name and Last name (if a casual name is entered). If no casual name is entered, it will display the First Name and Last Name.
Client Casual Name in Proper Case	${ClientCasualProperCase}	CAS 360 will use the Casual name entered in the Global Contacts screen. If the title has not been entered, CAS 360 will use the first name and the surname of the contact (e.g. John Jones).
Client First Name	${ClientFirstName}	Contact when sending the document for review.
Client First Name Only	${ClientFirstNameOnly}	Contact when sending the document for review. The following logic will be used for ${ClientFirstNameOnly} merge fields: 1. Casual; 2. If no casual - First name (retain only the first ‘word’ found in the first-name field) 3. If no first name - return Full name.
Client Casual Name in Proper Case	${ClientCasualProperCase}	CAS 360 will use the Casual name entered in the Global Contacts screen. If the title has not been entered, CAS 360 will use the first name and the surname of the contact (e.g. John Jones).

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