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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)

 

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