ATTRIBUTE TAGS | VALUE DISPLAYED IN PLACEHOLDERS |
---|
STANDARD |
| Contract Key Example: Please review contract "$CONTRACT_KEY" |
$CONTRACT_TYPE_CODE
| Contract Code
Example: MSA, NDA |
$CONTRACT_TYPE_NAME
| Contract Type Name
Example: Master Service Agreement, Warranty |
$CONTRACT_ID | Contract Id
Example: 51105 |
$CONTRACT_URL | Contract URL
Example: https://sandbox.callidusclm.com/#/contractDocument/51105 |
$CUSTOMER_LINK
| Public link to send to customers. Example:  |
$STATUS_NAME | Contract Status Example: Draft, In Review, Completed, Signed |
$ASSIGNEE_FIRST_NAME | Contract Assignee's First Name
|
$ASSIGNEE_LAST_NAME | Contract Assignee’s Last Name |
$ASSIGNEE_FULL_NAME | Contract Assignee’s Full Name |
$ASSIGNEE_MANAGER_FIRST_NAME | Contract Assignee’s Manager First Name |
$ASSIGNEE_MANAGER_LAST_NAME | Contract Assignee’s Manager Last Name |
$ASSIGNEE_MANAGER_FULL_NAME | Contract Assignee’s Manager Full Name |
$CUSTOMER_LEGAL | Customer Legal Name. Company Name instead of the brand. Example: Entity name such as Dell. |
$CUSTOMER_NAME | Customer Name. Example: Customer brand name such as Dell. |
$CUSTOMER_ADDRESS1 | Customer Address1 |
$CUSTOMER_ADDRESS2 | Customer Address2 |
$CUSTOMER_CITY | Customer City |
$CUSTOMER_COUNTRY | Customer Country |
$CUSTOMER_ZIPCODE | Customer ZipCode |
$CUSTOMER_STATE | Customer State |
$CONTACT_EMAIL | Email address of the customer contact |
$CONTACT_FIRST_NAME | First name of the customer contact |
$CONTACT_LAST_NAME | Last name of the customer contact |
$CONTACT_FULL_NAME | Full name of the customer contact |
$CONTACT_TITLE | Customer Contact Title |
$CONTACT_MOBILE_PHONE | Customer Contact Mobile Phone |
$CONTACT_WORK_PHONE | Customer Contact Work Phone |
$NEXT_ASSIGNEE_FIRST_NAME | First name of next assignee. The person that is next in line in the approval process. |
$NEXT_ASSIGNEE_LAST_NAME | Last name of next assignee. The person that is next in line in the approval process. |
$NEXT_ASSIGNEE_FULL_NAME | Full name of next assignee. The person that is next in line in the approval process. |
$NEXT_ASSIGNEE_LOGIN | Next Assignee's Username |
$ASSIGNEE_LOGIN | Contract Assignee's Username |
$ASSIGNEE_MANAGER_LOGIN | Contract Assignee's Manager's Username
|
$ACTION_NOTE
| |
$OWNER_FIRST_NAME
| First name of the contract owner |
$OWNER_LAST_NAME
| Last name of the contract owner |
$OWNER_FULL_NAME
| Full name of the contract owner |
$DELEGATED_USER_FULL_NAME
| Full name of the delegated user |
$DELEGATED_USER_LAST_NAME
| Last name of the delegated user |
$DELEGATED_USER_FIRST_NAME
| First name of the delegated user |
$DELEGATED_USER_LOGIN
| Login of the delegated user |
STANDARD > PARALLEL APPROVAL |
$INITIATOR_FULL_NAME | Full name of the person who initiated the contract. Only applicable for Parallel Approval. |
$INITIATOR_FIRST_NAME | First name of the person who initiated the contract. Only applicable for Parallel Approval. |
$INITIATOR_LAST_NAME | Last name of the person who initiated the contract. Only applicable for Parallel Approval. |
$APPROVER_FULL_NAME | Full name of the person approving the contract. Only applicable for when multiple approvers are included in Parallel Approval. |
$APPROVER_FIRST_NAME | First name of the person approving the contract. Only applicable for when multiple approvers are included in Parallel Approval. |
$APPROVER_LAST_NAME
| Last name of the person approving the contract. Only applicable for when multiple approvers are included in Parallel Approval.
|
STANDARD > DOCUSIGN MULTIPLE SIGNER |
$INITIATOR_FULL_NAME | Full name of the person who initiated e-signature. Only applicable when multiple people are part of the e-Signing process. |
$INITIATOR_FIRST_NAME | First name of the person who initiated e-signature. Only applicable when multiple people are part of the e-Signing process. |
$INITIATOR_LAST_NAME | Last name of the person who initiated e-signature. Only applicable when multiple people are part of the e-Signing process. |
$SIGNER_FULL_NAME | Full name of the person signing the contract via e-signature. Only applicable when multiple people are part of the e-Signing process. |
$SIGNER_FIRST_NAME | First name of the person signing the contract via e-signature. Only applicable when multiple people are part of the e-Signing process. |
$SIGNER_LAST_NAME | Last name of the person signing the contract via e-signature. Only applicable when multiple people are part of the e-Signing process. |
$DECLINER_FIRST_NAME | First name of the person signing the contract via e-signature, but declined to sign. Only applicable when multiple people are part of the e-Signing process. |
$DECLINER_LAST_NAME | Last name of the person signing the contract via e-signature, but declined to sign. Only applicable when multiple people are part of the e-Signing process. |
$DECLINER_FULL_NAME | Full name of the person signing the contract via e-signature, but declined to sign. Only applicable when multiple people are part of the e-Signing process. |
$VIEW_CONTRACT
| Creates link with token and automatically logs in user. |
$MULTI_SIGN_LINK | Creates link to the contract, but user needs to login to the application. |