Document

E-mail

Field

Individual Client First Name

ü

ü

ü

•    Word Ribbon

Individual Client / Client First Name

•    E-mail

[[InsuredContactFirstName]]

•    Calculated Field

[[InsuredContactFirstName]]

Document

E-mail

Field

Individual Client Last Name

ü

ü

ü

•    Word Ribbon

Individual Client / Client Last Name

•    E-mail

[[InsuredContactLastName]]

•    Calculated Field

[[InsuredContactLastName]]

Document

E-mail

Field

Individual Client Address

ü

ü

ü

•    Word Ribbon

Individual Client / Client Address

•    E-mail

[[InsuredAddress]]

•    Calculated Field

[[InsuredAddress]]

Document

E-mail

Field

Individual Client City

ü

ü

ü

•    Word Ribbon

Individual Client / Client City

•    E-mail

[[InsuredCity]]

•    Calculated Field

[[InsuredCity]]

Document

E-mail

Field

Individual Client Country

ü

ü

ü

•    Word Ribbon

Individual Client / Client Country

•    E-mail

[[InsuredCountry]]

•    Calculated Field

[[InsuredCountry]]

Document

E-mail

Field

Individual Client State/Province

ü

ü

ü

•    Word Ribbon

Individual Client / Client State

•    E-mail

[[InsuredState]]

•    Calculated Field

[[InsuredState]]

Document

E-mail

Field

Individual Client Zip

ü

ü

ü

•    Word Ribbon

Individual Client / Client Zip/Postal Code

•    E-mail

[[InsuredZip]]

•    Calculated Field

[[InsuredZip]]

Document

E-mail

Field

Individual Client Email

ü

ü

ü

•    Word Ribbon

Individual Client / Client Email

•    E-mail

[[InsuredEmail]]

•    Calculated Field

[[InsuredEmail]]

Document

E-mail

Field

Individual Client Phone

ü

ü

ü

•    Word Ribbon

Individual Client / Client Phone

•    E-mail

[[InsuredPhone]]

•    Calculated Field

[[InsuredPhone]]

Notes:  For calculated fields, the placeholder must be prefixed by String: for the data to display properly.

Document

E-mail

Field

Individual Client Code

ü

ü

ü

•    Word Ribbon

Individual Client / Client Code

•    E-mail

[[InsuredCode]]

•    Calculated Field

[[InsuredCode]]