video1.0<iframe src="https://www.loom.com/embed/1a28ba3ffb8e4e9d8b4c781408e0a587" frameborder="0" width="1658" height="1243" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>12431658Loomhttps://www.loom.com12431658https://cdn.loom.com/sessions/thumbnails/1a28ba3ffb8e4e9d8b4c781408e0a587-33d5059358e749d3.gif191.403In 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.