Placeholders

Placeholders in email templates are replaced with the actual values when the email is generated.

Users

Placeholder

Purpose

$user.name

First and last names of the receiver of the email

$user.username

Username of the receiver of the email

$user.password

Initialized password generated during new registrations and password resets

$document.name

Used to display the name of the current user doing a workflow action

$document.email

Used to display the email address of the current user doing a workflow action

Application links

Placeholder

Purpose

$link.applink

URL link to the portal as defined in the Supplier Portal URL

$link.confirmlink

Link with random key; used when resetting passwords

Workflow

Placeholder

Purpose

$wf.NAME

Name of the workflow used in the current action

Documents

Any field name in the invoice document can be used as a placeholder. The field names can be found in the Fields configuration section in the Worklist. The placeholder template is $document.FIELD_NAME. For example,

Placeholder

Purpose

$document.DOCNO

Portal ID number (equals the document number in Process Director)

$document.VENDOR_NO

Vendor number contained in the invoice

$document.REF_DOC_NO

Invoice reference number

Vendor

Placeholder

Purpose

$document.VENDOR

Vendor number

Settings

Placeholder

Purpose

$settings.customer.name

Name of the customer/tenant

$settings.customer.site.link

Link to the customer's/tenant's website

Other

Placeholder

Purpose

$link.singledoclink

Single document link; used to directly take the user to a specific document or workflow step