Appendix A. Email macros and their usage examples

Client related macros	Macros definition	System templates where macros can be used	Can be used in user's templates
#FIRST_NAME#	Client's first name	All system templates	Yes
#CLIENT_FIRST_NAME#	Client's first name	All system templates	Yes
#LAST_NAME#	Client's last name	All system templates	Yes
#CLIENT_LAST_NAME#	Client's last name	All system templates	Yes
#CLIENT_NAME#	Full client's name, includes name and surname	All system templates	Yes
#CLIENT_EMAIL#	Client's email address	All system templates	Yes
#COMPANY_NAME#	Company name	All system templates	Yes
#CLIENT_COMPANY_NAME#	Company name	All system templates	Yes
#CLIENT_ADDRESS#	Full client's address including city, state and zip. Country is included if it's not US	All system templates	Yes
#CLIENT_FULL_NAME#	Includes TaxPayer First Name, TaxPayer Last Name, Position, Company Name, Spouse First Name, Spouse Last Name	All system templates	Yes
#CLIENT_PORTAL_URL#	Client's portal web address	All system templates	Yes
#CLIENT_SALUTATION#	Full client's name including prefix, name, surname and suffix	All system templates	Yes

User related macros	Macros definition	System templates where macros can be used	Can be used in user's templates
#USER_FIRST_NAME#	User's first name	All system templates	Yes
#USER_LAST_NAME#	User's last name	All system templates	Yes
#USER_FIRST_LAST_NAME#	Full user's name, includes name and surname	All system templates	Yes
#USER_NAME#	Full user's name, includes name and surname	All system templates	Yes
#USER_FULL_NAME#	Full user's name, includes name and surname	All system templates	Yes
#USER_TITLE#	User's title	All system templates	Yes
#USER_NAME_AND_TITLE_WITH_COMMA#	Full user's name, includes name, surname and title separated by comma	All system templates	Yes
#USER_EMAIL#	User's email	All system templates	Yes
#USER_CELL_PHONE#	User's cell phone number	All system templates	Yes
#USER_CELL_PHONE_WITH_PREFIX#	User's cell phone number with prefix, eg. Cell: 123-456-7890	All system templates	Yes
#USER_CELL_PHONE_WITH_SUFFIX#	User's cell phone number with suffix, eg. 123-456-7890 (cell)	All system templates	Yes
#USER_HOME_PHONE#	User's home phone number	All system templates	Yes
#USER_HOME_PHONE_WITH_PREFIX#	User's home phone number with prefix, eg. Home: 123-456-7890	All system templates	Yes
#USER_HOME_PHONE_WITH_SUFFIX#	User's home phone number with suffix, eg. 123-456-7890 (home)	All system templates	Yes
#USER_WORK_PHONE#	User's work phone number	All system templates	Yes
#USER_WORK_PHONE_WITH_PREFIX#	User's work phone number with prefix, eg. Work: 123-456-7890	All system templates	Yes
#USER_WORK_PHONE_WITH_SUFFIX#	User's work phone number with suffix, eg. 123-456-7890 (work)	All system templates	Yes
#USER_OTHER_PHONE#	User's other phone number	All system templates	Yes
#USER_OTHER_PHONE_WITH_PREFIX#	User's other phone number with prefix, eg. Other: 123-456-7890	All system templates	Yes
#USER_OTHER_PHONE_WITH_SUFFIX#	User's other phone number with suffix, eg. 123-456-7890 (other)	All system templates	Yes
#USER_FAX#	User's fax number	All system templates	Yes
#USER_FAX_WITH_PREFIX#	User's fax number with prefix, eg. Fax: 123-456-7890	All system templates	Yes
#USER_FAX_WITH_SUFFIX#	User's fax number with suffix, eg. 123-456-7890 (fax)	All system templates	Yes

Document related macros	Macros definition	System templates where macros can be used	Can be used in user's templates
#DOCUMENT_TITLE#	Title of the document	DocumentPublicationEmailTemplate	No
#DOCUMENT_FILENAME#	Name of the file	DocumentPublicationEmailTemplate	No
#DOCUMENT_TIMESTAMP#	Timestamp of the document in "YYYY-MM-DD hh:mm:ss" format	DocumentPublicationEmailTemplate	No
#DOCUMENT_SIZE#	Size of the document	DocumentPublicationEmailTemplate	No
#DOCUMENT_CATEGORY#	Category of the document	DocumentPublicationEmailTemplate	No
#DOCUMENT_SUBCATEGORY#	Subcategory of the document	DocumentPublicationEmailTemplate	No
#DOCUMENT_FOLDER#	Name of the folder where document is placed	DocumentPublicationEmailTemplate	No
#DOCUMENT_SUBFOLDER#	Name of the subfolder where document is placed	DocumentPublicationEmailTemplate	No

Workflow related macros	Macros definition	System templates where macros can be used	Can be used in user's templates
#INVITATION_LINK#	Secure link that allows user to join TaxWorkFlow	AccountActivationInstructions	No
#INVITATION_STRING#	Secure string that allows user to join TaxWorkFlow	AccountActivationInstructions	No
#WEB_PASSWORD#	User's password	PasswordReminderEmailTemplate	No
#SYSTEM_MESSAGE#	Message about task/project completion and other user's actions	SystemMessageEmailTemplate	No
#EXCEPTIONS#	List of problems related to specific client	ProblemEmailTemplate	No
#PROJECT_NAME#	The name of the project in a project template	ProjectCreationEmailTemplate	No
#PROJECT_DUEBY#	Project's deadline	ProjectCreationEmailTemplate	No
#PROJECT_YEAR#	Project year	ProjectCreationEmailTemplate	No
#PROJECT_QUARTER#	Project quarter	ProjectCreationEmailTemplate	No
#PROJECT_MONTH#	Project month	ProjectCreationEmailTemplate	No
#PROJECT_WEEK#	Project week	ProjectCreationEmailTemplate	No
#PROJECT_PERIOD#	Project period	ProjectCreationEmailTemplate	No
#TASK_NAME#	Task template name	ProjectTaskCompletionEmailTemplate	No
#TASK_DUEBY#	Task deadline	ProjectTaskCompletionEmailTemplate	No

System related macros	Macros definition	System templates where macros can be used	Can be used in user's templates
#MACHINE_NAME#	Name of user's machine	All system templates	Yes
#EMAIL_SERVER_ADDRESS#	Address of the outgoing email server	All system templates	Yes
#APPLICATION_NAME#	Name of the application	All system templates	Yes
#APPLICATION_VERSION#	Version of the application	All system templates	Yes

Below are template examples that show how you can use macros to speed up your work with correspondence: