How to Customize Default Variables List

Overview
Understand and manage which variables are available when building letters.

Steps

1. Go to Letter → Template → Add Template or Edit Template.

2. On the right, view Available Variables.

3. Reference these exactly (e.g. ##COMPANY_NAME##) in your content.

4. To request new variables, contact your administrator.

Tips

• Document frequently used variables in your team wiki.

• Group variables by category (Employee, Company, Dates).

Troubleshooting

• Variable not working? Verify it appears in the available list.

• Need custom data? Ask admin to add it under Custom Link Settings or via integration.