This email template is used for sending identity verification requests.
| Description | Code | Where is this information in CAS 360? |
|---|---|---|
| Client Name | ${Client} | The contact selected when requesting identity on the Global Contacts screen. |
| Firm Name | ${FirmName} | Name of your firm. |
| 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. The following logic will be used for ${ClientFirstNameOnly} merge fields: |
| Client First Name Only | ${ClientFirstNameOnly} | Contact when sending the document reminder via the Alerts |
| Client First Name Only in Proper Case | ${ClientFirstNameOnlyProperCase} | The recipient contact when sending the document reminder via the Alerts in Proper Case |