Macros can be used to pull information from different areas of your account into your Templates and Template notifications.
Here is a list of the available macros:
Engagement Creation Date
Client First Name
Client email address
Household Name (The First Name and Last Name of both the client and the co-client)
Household First Name(s) (The First Name of both the client and co-client)
Company email address
Company Phone Number
Advisor First Name
Advisor email address
Advisor Mobile Phone
Macros are typically found on the Welcome or Thank You pages of form templates as well as your template notifications.
Macros can also be used to populate basic info in your PDF Templates.