HotDocs Variables for Secretariat Document Assembly Table 1-2
HotDocs Variables for Secretariat Document Assembly
Using the HotDocs integration within Secretariat allows you to generate documents from defined templates. These templates contain variables that retrieve data from the Bridgeway database. The following is a list of standard available variables that can be used in a template in Secretariat:
HotDocs Variables for Secretariat Document Assembly Table 1
|
Variable Name |
Description |
Module/Tab/Field |
Table/Field |
Associated Documents |
|---|---|---|---|---|
|
alt_dirs |
The names of people with a title of “Alternate Director”. |
Entities/Positions/Name |
Entity/Name |
|
|
appoint_appointed_person_director |
The name of a person who is being appointed to a position that is classified as a “Director”. |
Wizards/Global Appoint/Name |
Entity/Name |
Shareholder Consent (Global Appoint Wizard) |
|
appoint_appointed_person_officer |
The name of a person who is being appointed to a position that is classified as an “Officer”. |
Wizards/Global Appoint/Name |
Entity/Name |
Director Consent (Global Appoint Wizard) |
|
appoint_appointed_person_title |
The title to which a person is being appointed. |
Wizards/Global Appoint/Title |
Title/Description |
|
|
appoint_appointed_person_title_director |
The title that is classified as a “Director” to which a person is being appointed. |
Wizards/Global Appoint/Title |
Title/Description |
Shareholder Consent (Global Appoint Wizard) |
|
appoint_appointed_person_title_officer |
The title that is classified as an “Officer” to which a person is being appointed. |
Wizards/Global Appoint/Title |
Title/Description |
Director Consent (Global Appoint Wizard) |
|
attorney_name |
The name of a person or entity who has been assigned a title with a position type of “Attorney”. |
Entities/Positions/Name |
Entity/Name |
|
|
attorney_title |
The job title of a person or entity who has been assigned a title with a position type of “Attorney”. |
Entities/Positions/Title |
Company_Person/Title |
|
|
auditor_address1 |
The address information from the first line of an address for a person or entity who has been assigned a title with a position type of “Auditor”. |
People/Contact Info/Address |
Address/Address1 |
|
|
auditor_address2 |
The address information from the second line of an address for a person or entity who has been assigned a title with a position type of “Auditor”. |
People/Contact Info/Address |
Address/Address2 |
|
|
auditor_city |
The city for an address for a person or entity who has been assigned a title with a position type of “Auditor”. |
People/Contact Info/City |
Address/City |
|
|
auditor_name |
The name of a person or entity who has been assigned a title with a position type of “Auditor”. |
Entities/Positions/Name |
Entity/Name |
|
|
auditor_state |
The state for an address for a person or entity who has been assigned a title with a position type of “Auditor”. |
People/Contact Info/State |
Address/State |
|
|
auditor_title |
The job title of a person or entity who has been assigned a title with a position type of “Auditor”. |
Entities/Positions/Title |
Company_Person/Title |
|
|
auditor_type |
A designation of whether the person/entity who has been assigned a title with a position type of “Auditor” is a person or company. This variable directs Secretariat to the People or Company table dependent on the value. |
N/A (Internal to Secretariat) |
Entitiy/Folder_CD |
HotDocs Variables for Secretariat Document Assembly Table 2
|
Variable Name |
Description |
Module/Tab/Field |
Table/Field |
Associated Documents |
|---|---|---|---|---|
|
auditor_zip |
The postal code for an address for a person or entity who has been assigned a title with a position type of “Auditor”. |
People/Contact Info/Zip |
Address/Zip |
|
|
auditors_address1 |
The address information from the first line of an address for people/entities who have been assigned titles with a position type of “Auditor”. |
People/Contact Info/Address1 |
Address/Address1 |
|
|
auditors_address2 |
The address information from the second line of an address for a people/entities who have been assigned titles with a position type of “Auditor”. |
People/Contact Info/Address2 |
Address/Address2 |
|
|
auditors_city |
The city for an address for people/entities who have been assigned titles with a position type of “Auditor”. |
People/Contact Info/City |
Address/City |
|
|
auditors_name |
The names of people/entities who have been assigned titles with a position type of “Auditor”. |
Entities/Positions/Name |
Entity/Name |
|
|
auditors_state |
The state for an address for people/entities who have been assigned titles with a position type of “Auditor”. |
People/Contact Info/State |
Address/State |
|
|
auditors_type |
A designation of whether people/entities who have been assigned titles with a position type of “Auditor” is a person or company. This variable directs Secretariat to the People or Company table dependent on the value. |
N/A (Internal to Secretariat) |
Entitiy/Folder_CD |
|
|
auditors_zip |
The postal code for an address for people/entities who have been assigned titles with a position type of “Auditor”. |
People/Contact Info/Zip |
Address/Zip |
|
|
cert_effectivedate |
The date selected as the effective date on a Certified Resolution standard document. |
Document Assembly Wizard/Effective Date |
N/A |
|
|
cert_effectivedate_datetype |
The date (formatted as YYYY/MM/DD by default) selected as the effective date on a Certified Resolution standard document. |
Document Assembly Wizard/Effective Date |
N/A |
|
|
cert_resolution |
A list of certified resolutions that are available. |
Document Assembly Wizard/Select Resolutions to Certify |
N/A |
Certified Resolution |
|
cert_signatory |
The officer who will sign the Certified Resolution. |
Document Assembly Wizard/Signature Line Officer |
N/A |
Certified Resolution |
|
collect_incumbencyinfo |
This variable must be added to the component file for a HotDocs template in order to display a screen to collect information about the Certificate of Incumbency. |
Document Assembly Wizard/Incumbent |
N/A |
|
|
committee_member_name |
The name of a committee member |
Entities/Committees-Committee Members/Name |
Entity/Name |
|
|
committee_member_title |
The title of a committee member |
Entities/Committees-Committee Members/Title |
Title/Description |
|
|
director_name |
The name of a person who has been assigned a title of “Director”. |
Entities/Positions/Name |
Entity/Name |
Shareholder Consent (Corporate Meeting Wizard) |