{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/1a28ba3ffb8e4e9d8b4c781408e0a587\" frameborder=\"0\" width=\"1658\" height=\"1243\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1243,"width":1658,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1243,"thumbnail_width":1658,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/1a28ba3ffb8e4e9d8b4c781408e0a587-33d5059358e749d3.gif","duration":191.403,"title":"Updating Client Portal Notification Merge Tags","description":"In this video, I’m showing you how to update your merge tags for client portal reminders and notifications regarding new requests. We’ve introduced new merge tags, RequestCount and RequestDetailList, which provide a more comprehensive overview of what clients need to be aware of, including transaction questions and e-signature requests. I walk you through updating your email templates, specifically the reminder and new questions emails, to reflect these changes. Please take a moment to review your email templates and ensure they are updated accordingly, as this will enhance the clarity of communication with your clients."}