When “Grant Portal Access to Beneficial Owner Contact” is ticked on the Investor Window, a Portal Access Notification is sent to all emails in the Main Contact Details that have portal access to the Investor Beneficiary Contact.  In this case, since the email has been given access to the Investor Beneficiary Contact, the ContactCompanyName is populated with the name of the contact the Main Contact email was granted access to.  However, since the access to the Investor was just granted to the Investor Beneficiary Contact, the Investor name mergefield will be populated as well.

To accommodate all of these scenarios in one document template, a conditional merge statement can be written that shows different text for each scenario, based on which mergefields are populated.

For example, in the conditional merge statement below, different text and mergefields are used for each of the circumstances listed above:

Using a conditional merge statement such as this one, ensures that the email text shows the correct information in each situation.

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