To personalize the messages you send, it is necessary to use variables.

These will be replaced by information specific to the file for which your message is used.

Variables are always written in braces {}.

For example, if the name of the recipient is Bob:

Hello {user}!

Would automatically be replaced by: 

Hello Bob! 

Here is the list of variables available in models:

Sales - Invoices

• Subject
• {store} = Store name
• {invoice} = Number of the invoice currently sent
• {client_contact} = Name of the contact on the sale

Sales - Tenders

• Subject
• {store} = Store name
• {submission} = Number of the submission currently sent
• {client_contact} = Name of the contact on the sale

Secure Documents - New Document

• Subject
• {store} = Store name
• Content
• {user} = Name of recipient
• {user_code} = Recipient's user code
• {sender} = Sender's name
• {link} = Link to the file
• {global_long_name} = Store name

Customers - End of Recall

• Subject
• {store} = Store name
• Content
• {user} = Name of recipient
• {doc_name} = Name of the folder
• {link} = Link to the document
• {global_long_name} = Store name

Account management - Password creation

• Content
• {user} = Name of recipient
• {usercode} = Recipient's user code
• {link} = Link to password creation
• {global_long_name} = Store name

Booking - Customer / Booking - Supplier

• Subject
• {type} = Type of document sent
• {booking} = Number of the booking sent
• {origin_name} = Name of the booking origin
• {origin_city} = City of origin of the booking
• {origin_state} = State/Province of origin of the booking
• {dest_name} = Name of the booking destination
• {dest_city} = Destination city of the booking
• {dest_state} = State/Province of booking destination
• {po} = # of booking PO
• {items} = Description of the goods
• {pickup_date} = Pickup date
• {delivery_date} = Delivery date

Booking - Pick-up / Booking - Delivery

• Content
• {type} = Pickup or Delivery
• {booking_code} = Number of the booking sent
• {origin_name} = Name of the booking origin
• {origin_city} = City of origin of the booking
• {origin_state} = State/Province of origin of the booking
• {dest_name} = Name of the booking destination
• {dest_city} = Destination city of the booking
• {dest_state} = State/Province of booking destination

Booking - Appointment request

• Subject
• {booking} = Number of the booking sent
• {origin_name} = Name of the booking origin
• {origin_city} = City of origin of the booking
• {origin_state} = State/Province of origin of the booking
• {dest_name} = Name of the booking destination
• {dest_city} = Destination city of the booking
• {dest_state} = State/Province of booking destination
• {date} = Date of appointment
• {po} = # of booking PO
• {client} = Client of the booking
• {type} = Type of stop (Origin, Destination or Stop)
• {items} = Description of the goods

Payroll - Statement

• Subject
• {pay} = Payroll number

Purchasing - Purchase Orders

• Subject
• {store} = Store name
• {Invoice} = PO number of the purchase
• {order} = Purchase order number
• {supplier_contact} = Name of the contact on the purchase

Purchasing - Call for invoices

• Subject
• {store} = Store name
• {invoice} = PO number of the purchase
• {order} = Purchase order number
• {supplier_contact} = Name of the contact on the purchase

Other articles on the subject:

Configuring Templates for SMS, Email and Letter 

Example of Email Templates for Reminders

Example of SMS Templates for Reminders