This email is automatically generated when you select Send Document in the Document Production screen of CAS 360.
Important:
The codes listed below are only compatible with the Document Prepared email template. Codes from other CAS 360 templates (e.g. Document Review, Annual Return) will not work in this template.
Available Merge Fields
Customise your email templates by inserting the following codes. These placeholders will be dynamically replaced with relevant data from your CAS 360 records:
|
Description
|
Code
|
Where is this information in CAS 360?
|
|---|---|---|
| Document Name | ${FormName} | The name of the ASIC Document |
| Client Name | ${Client} | Contact receiving the reminder |
| Company Name | ${CompanyName} | Entered into the Company Name field in the General Details screen. |
| Due Date | ${DueDate} | The due date for the document before any Late Fee applies |
| Client First Name (including middle name) | ${ClientFirstName} | Contact first name |
| Client Last Name | ${ClientLastName} | Contact last name |
| Client Email | ${ClientEmail} | Contact email |
| 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 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 reminder |
| Client First Name Only in Proper Case |
${ClientFirstNameOnlyProperCase} |
The recipient contact when sending the document reminder |
| ACN | ${CompanyNumber} |
ACN 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: |
| Client First Name Only in Proper Case | ${ClientFirstNameOnlyProperCase} |
Contact when sending the document for review. |
| Late fee when annual review payment is up to one month late | ${FirstLatePenalty} | The amount will be based on the current late fees as advised by ASIC |
| Late fee when annual review payment is more than one month late | ${SecondLatePenalty} | The amount will be based on the current late fees as advised by ASIC. |
| Manager Name | ${ManagerName} | Manager contact selected in the General Details screen |
| Manager Name in Proper Case | ${ManagerNameProperCase} | Manager contact selected 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 |
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} |
| 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 |
${Reference}