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HotDocs Variables for Secretariat Document Assembly Table 3-4

HotDocs Variables for Secretariat Document Assembly Table 3

Variable Name

Description

Module/Tab/Field

Table/Field

Associated Documents

director_sign_name

The name of a director selected to sign a document.

Document Assembly Wizard/Signature Line Officer

Entity/Name

Board Consent, Director Consent (Global Appoint/Promote/Retire Wizard and Corporate Meeting Wizard)

director_sign_title

The title of a directory selected to sign a document.

Document Assembly Wizard/Title Description

Title/Description

Board Consent, Director Consent (Global Appoint/Promote/Retire Wizard and Corporate Meeting Wizard)

director_title

Director's title

Entities/Positions/Title

Title/Description

Shareholder Consent (Corporate Meeting Wizard)

dirs_no_alt_dirs

The number of directors for an entity that have been assigned titles with a position type of “Alternate Director”.

N/A (Calculated field)

N/A (Calculated field)

 

effective_date

The date selected as the effective date for a document during assembly.

Document Assembly Wizard/Effective Date

N/A

Board Consent, Shareholder Consent

effective_date_datetype

The date (formatted as YYYY/MM/DD by default) selected as the effective date for a document during assembly.

Document Assembly Wizard/Effective Date

N/A

Board Consent, Shareholder Consent

effectivedate

The date an action (such as the appointment of a person) becomes effective.

Document Assembly Wizard/Effective Date

N/A

 

effectivedate_datetype

The date (formatted as YYYY/MM/DD by default) that an action (such as the appointment of a person) becomes effective.

Document Assembly Wizard/Effective Date

N/A

 

entity_administrationnumber

If the entity is shared by Secretariat and eCounsel, the administration number entered for the entity in eCounsel.

N/A

Company/AdministrationNumber

 

entity_begindate

If the entity is shared by Secretariat and eCounsel, the date entered in eCounsel as the begin date.

N/A

Company/BeginDate

 

entity_begindate_datetype

If the entity is shared by Secretariat and eCounsel, the date (formatted as YYYY/MM/DD by default) that is entered in eCounsel as the begin date.

N/A

Company/BeginDate

 

entity_commentsid

Any comments entered for the entity on the Base Info tab.

Entities/Base Info/Comments

Company/Comments_ID

 

entity_internal

If the entity is shared by Secretariat and eCounsel, an indication if the entity is a subsidiary or operating business unit for eCounsel.

N/A

Entity/Internal

 

entity_name

The name of the entity.

Entities/Base Info/Entity Name

Entity/Name

Board Consent, Certificate of Incumbency, Certified Resolution, Shareholder Consent

entity_registrations_agentaddress1

The address information from the first line of an address for the registered agent for an entity.

Jurisdictions/Agents/Address

Address/Address1

 

entity_registrations_agentaddress2

The address information from the second line of an address for the registered agent for an entity.

Jurisdictions/Agents/Address

Address/Address2

 

entity_registrations_agentaddress3

The address information from the third line of an address for the registered agent for an entity.

Jurisdictions/Agents/Address

Address/Address3

 

entity_registrations_agentaddress4

The address information from the fourth line of an address for the registered agent for an entity.

Jurisdictions/Agents/Address

Address/Address4

 

 

HotDocs Variables for Secretariat Document Assembly Table 4

Variable Name

Description

Module/Tab/Field

Table/Field

Associated Documents

entity_registrations_agentcity

The city for an address for the registered agent for an entity.

Jurisdictions/Agents/City

Address/City

 

entity_registrations_agentcountry

The country for an address for the registered agent for an entity.

Jurisdictions/Agents/Country

Address/Country

 

entity_registrations_agentemail

The e-mail address for the registered agent for an entity.

Jurisdictions/Agents/Agent Email

Agent/AgentEmail

 

entity_registrations_agentfax

The fascimile number for the registered agent for an entity.

Jurisdictions/Agents/Agent Fax

Agent/AgentFax

 

entity_registrations_agentname

The name of a registered agent for an entity.

Jurisdictions/Agents/Agent Name

Entity/Name

 

entity_registrations_agentother

Additional contact information for the registered agent for an entity.

Jurisdictions/Agents/Agent Other

Agent/AgentOther

 

entity_registrations_agentphone

The phone number for the registered agent for an entity.

Jurisdictions/Agents/Agent Phone

Agent/AgentPhone

 

entity_registrations_agentregion

The region selected for the registered agent for an entity.

Jurisdictions/Agents/Region

Address/Region

 

entity_registrations_agentshortname

The short name for the registered agent for an entity.

Jurisdictions/Agents/Agent Short Name

Entity/ShortName

 

entity_registrations_agentstateprov

The state or province for an address for the registered agent for an entity.

Jurisdictions/Agents/State Prov

Address/StateProvince

 

entity_registrations_agentzip

The ZIP or postal code for an address for the registered agent for an entity.

Jurisdictions/Agents/Zip Post

Address/Zip

 

entity_registrations_duration

The alphanumeric information entered for the duration of a registration for an entity.

Entities/Registrations/Duration

Registration/ RegistrationDuration

 

entity_registrations_jurisdiction

The name of the jurisdiction for a registration for an entity.

Entities/Registrations/Jurisdiction

Jurisdiction/JurisdictionName

 

entity_registrations_jurisdictionabbreviation

The abbreviation of the jurisdiction for a registration for an entity.

Jurisdictions/Base Info/Abbreviation

Jurisdiction/ JurisdictionAbbreviation

 

entity_registrations_jurisdictioniso

The three-letter country code for the International Organization of Standards (ISO) for the jurisdiction for a registration for an entity.

Jurisdictions/Base Info/ISO

Jurisdiction/JurisdictionISO

 

entity_registrations_jurisdictiontype

The type of jurisdiction for a registration for an entity.

Jurisdictions/Base Info/Type

Jurisdiction/JurisdictionType_CD

 

entity_registrations_registrationdate

The date entered that the registration was effective for an entity.

Entities/Registrations/Registrati on Date

Registration/RegistrationDate

 

entity_registrations_registrationdate_ datetype

The date entered (formatted as YYYY/MM/DD by default) that the registration was effective for an entity.

Entities/Registrations/ Registration Date

Registration/RegistrationDate

 

entity_registrations_registrationnumber

The charter number for a registration for an entity.

Entities/Registrations/Charter Number

Registration/RegistrationNumber

 

entity_registrations_registrationtype

The type (such as Incorporation) of registration for an entity.

Entities/Registrations/Types

Registration/ RegistrationType_CD

 

entity_registrations_taxnumber

The tax identifier in a jurisdiction that is registered for an entity.

Entities/Registrations/Jurisdiction Tax ID

Registration/TaxNumber

 

entity_registrations_termdate

The date entered that the registration is no longer in effect for an entity.

Entities/Registrations/ Termination Date

Registration/TermDate

 

 

 HotDocs Variables for Secretariat Document Assembly Table 5

Variable Name

Description

Module/Tab/Field

Table/Field

Associated Documents

entity_registrations_agentcity

The city for an address for the registered agent for an entity.

Jurisdictions/Agents/City

Address/City

 

entity_registrations_agentcountry

The country for an address for the registered agent for an entity.

Jurisdictions/Agents/Country

Address/Country

 

entity_registrations_agentemail

The e-mail address for the registered agent for an entity.

Jurisdictions/Agents/Agent Email

Agent/AgentEmail

 

entity_registrations_agentfax

The fascimile number for the registered agent for an entity.

Jurisdictions/Agents/Agent Fax

Agent/AgentFax

 

entity_registrations_agentname

The name of a registered agent for an entity.

Jurisdictions/Agents/Agent Name

Entity/Name

 

entity_registrations_agentother

Additional contact information for the registered agent for an entity.

Jurisdictions/Agents/Agent Other

Agent/AgentOther

 

entity_registrations_agentphone

The phone number for the registered agent for an entity.

Jurisdictions/Agents/Agent Phone

Agent/AgentPhone

 

entity_registrations_agentregion

The region selected for the registered agent for an entity.

Jurisdictions/Agents/Region

Address/Region

 

entity_registrations_agentshortname

The short name for the registered agent for an entity.

Jurisdictions/Agents/Agent Short Name

Entity/ShortName

 

entity_registrations_agentstateprov

The state or province for an address for the registered agent for an entity.

Jurisdictions/Agents/State Prov

Address/StateProvince

 

entity_registrations_agentzip

The ZIP or postal code for an address for the registered agent for an entity.

Jurisdictions/Agents/Zip Post

Address/Zip

 

entity_registrations_duration

The alphanumeric information entered for the duration of a registration for an entity.

Entities/Registrations/Duration

Registration/ RegistrationDuration

 

entity_registrations_jurisdiction

The name of the jurisdiction for a registration for an entity.

Entities/Registrations/Jurisdiction

Jurisdiction/JurisdictionName

 

entity_registrations_jurisdictionabbreviation

The abbreviation of the jurisdiction for a registration for an entity.

Jurisdictions/Base Info/Abbreviation

Jurisdiction/ JurisdictionAbbreviation

 

entity_registrations_jurisdictioniso

The three-letter country code for the International Organization of Standards (ISO) for the jurisdiction for a registration for an entity.

Jurisdictions/Base Info/ISO

Jurisdiction/JurisdictionISO

 

entity_registrations_jurisdictiontype

The type of jurisdiction for a registration for an entity.

Jurisdictions/Base Info/Type

Jurisdiction/JurisdictionType_CD

 

entity_registrations_registrationdate

The date entered that the registration was effective for an entity.

Entities/Registrations/Registrati on Date

Registration/RegistrationDate

 

entity_registrations_registrationdate_ datetype

The date entered (formatted as YYYY/MM/DD by default) that the registration was effective for an entity.

Entities/Registrations/ Registration Date

Registration/RegistrationDate

 

entity_registrations_registrationnumber

The charter number for a registration for an entity.

Entities/Registrations/Charter Number

Registration/RegistrationNumber

 

entity_registrations_registrationtype

The type (such as Incorporation) of registration for an entity.

Entities/Registrations/Types

Registration/ RegistrationType_CD

 

entity_registrations_taxnumber

The tax identifier in a jurisdiction that is registered for an entity.

Entities/Registrations/Jurisdiction Tax ID

Registration/TaxNumber

 

entity_registrations_termdate

The date entered that the registration is no longer in effect for an entity.

Entities/Registrations/ Termination Date

Registration/TermDate

 

 

HotDocs Variables for Secretariat Document Assembly Table 6

Variable Name

Description

Module/Tab/Field

Table/Field

Associated Documents

director_sign_name

The name of a director selected to sign a document.

Document Assembly Wizard/Signature Line Officer

Entity/Name

Board Consent, Director Consent (Global Appoint/Promote/Retire Wizard and Corporate Meeting Wizard)

director_sign_title

The title of a directory selected to sign a document.

Document Assembly Wizard/Title Description

Title/Description

Board Consent, Director Consent (Global Appoint/Promote/Retire Wizard and Corporate Meeting Wizard)

director_title

Director's title

Entities/Positions/Title

Title/Description

Shareholder Consent (Corporate Meeting Wizard)

dirs_no_alt_dirs

The number of directors for an entity that have been assigned titles with a position type of “Alternate Director”.

N/A (Calculated field)

N/A (Calculated field)

 

effective_date

The date selected as the effective date for a document during assembly.

Document Assembly Wizard/Effective Date

N/A

Board Consent, Shareholder Consent

effective_date_datetype

The date (formatted as YYYY/MM/DD by default) selected as the effective date for a document during assembly.

Document Assembly Wizard/Effective Date

N/A

Board Consent, Shareholder Consent

effectivedate

The date an action (such as the appointment of a person) becomes effective.

Document Assembly Wizard/Effective Date

N/A

 

effectivedate_datetype

The date (formatted as YYYY/MM/DD by default) that an action (such as the appointment of a person) becomes effective.

Document Assembly Wizard/Effective Date

N/A

 

entity_administrationnumber

If the entity is shared by Secretariat and eCounsel, the administration number entered for the entity in eCounsel.

N/A

Company/AdministrationNumber

 

entity_begindate

If the entity is shared by Secretariat and eCounsel, the date entered in eCounsel as the begin date.

N/A

Company/BeginDate

 

entity_begindate_datetype

If the entity is shared by Secretariat and eCounsel, the date (formatted as YYYY/MM/DD by default) that is entered in eCounsel as the begin date.

N/A

Company/BeginDate

 

entity_commentsid

Any comments entered for the entity on the Base Info tab.

Entities/Base Info/Comments

Company/Comments_ID

 

entity_internal

If the entity is shared by Secretariat and eCounsel, an indication if the entity is a subsidiary or operating business unit for eCounsel.

N/A

Entity/Internal

 

entity_name

The name of the entity.

Entities/Base Info/Entity Name

Entity/Name

Board Consent, Certificate of Incumbency, Certified Resolution, Shareholder Consent

entity_registrations_agentaddress1

The address information from the first line of an address for the registered agent for an entity.

Jurisdictions/Agents/Address

Address/Address1

 

entity_registrations_agentaddress2

The address information from the second line of an address for the registered agent for an entity.

Jurisdictions/Agents/Address

Address/Address2

 

entity_registrations_agentaddress3

The address information from the third line of an address for the registered agent for an entity.

Jurisdictions/Agents/Address

Address/Address3

 

entity_registrations_agentaddress4

The address information from the fourth line of an address for the registered agent for an entity.

Jurisdictions/Agents/Address

Address/Address4

 

 

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