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How can I use merge fields to personalize SimaPro Share or Collect invites?

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Answer
Note: only available for expert users

The following merge fields, or tokens, can be used to personalize the email sent when a business user is added:
  • [[RECIPIENTNAME]]
  • [[PROJECTNAME]]
  • [[DUEDATE]]
  • [[SENDERNAME]]
  • [[COMPANYNAME]]

Before sending an email to a user, it is recommended to first send a test email to yourself before sending out the invites.

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