HotDocs Variables for Secretariat Document Assembly Table 5-6
HotDocs Variables for Secretariat Document Assembly Table 5
|
Variable Name |
Description |
Module/Tab/Field |
Table/Field |
Associated Documents |
|---|---|---|---|---|
|
entity_registrations_termdate_datetype |
The date entered (formatted as YYYY/MM/DD by default) that the registration is no longer in effect for an entity. |
Entities/Registrations/ Termination Date |
Registration/TermDate |
|
|
entity_shortname |
The shortened name for an entity. |
Entities/Base Info/Short Name |
Entity/ShortName |
|
|
entity_statuscd |
The status (such as Active or Inactive) for an entity. Status information is designated when the entity record is created and is changed through the Change Status Wizard. |
Entities/Base Info/Status |
Entity/Status_CD |
|
|
entity_userfields_comments |
The value of a user field if it is a data type of Comments. |
Dependent on configuration |
UserField/Comments_ID |
|
|
entity_userfields_commentsid |
The value of a user field if it is a data type of Comments. |
Dependent on configuration |
UserField/Comments_ID |
|
|
entity_userfields_description |
Any description (such as Comment Field or Lookup Field) entered for a user field in the Entities module. |
Dependent on configuration |
UserField/Description |
|
|
entity_userfields_multiselect |
If a user field is a multi-select field, the value selected. |
Dependent on configuration |
UserField/UserFieldProfile_ID |
|
|
entity_userfields_selectentity |
If a user field is a Select-Entity field, the entity selected. |
Dependent on configuration |
UserField/EntityField_EID |
|
|
entity_userfields_selectperson |
If a user field is a Select-Person field, the person selected. |
Dependent on configuration |
UserField/EntityField_EID |
|
|
entity_userfields_tabid |
The identifier of the tab in the Entities module for which you want to retrieve user fields. |
Dependent on configuration |
UserField/Tab_ID |
|
|
entity_userfields_userfieldvalue |
The value entered for a user field in the Entities module. |
Dependent on configuration |
UserField/UserFieldValue |
|
|
entity_userfields_userfieldprofileid |
The identifier of the user field in the Entities module for which you want to retrieve user field values. |
Dependent on configuration |
UserField/UserFieldProfile_ID |
|
|
financial_year_date |
The date selected as the effective date for a document during assembly. |
Document Assembly Wizard/Effective Date |
N/A |
|
|
financial_year_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 |
|
|
general_partner_name |
The name of a person or entity who has been assigned a title with a position type of “General Partner”. |
Entities/Positions/Name |
Entity/Name |
|
|
general_partner_title |
The job title of a person or entity who has been assigned a title with a position type of “General Partner”. |
Entities/Positions/Title |
Company_Person/Title |
|
|
gr_replacelist_directors |
The list of directors that will replace the directors that are retiring. |
Wizards/Global Retire/Name (if electing replacement) |
N/A |
Shareholder Consent (Global Retire Wizard) |
|
gr_replacelist_officers |
The list of officers that will replace the officers that are retiring |
Wizards/Global Retire/Name (if electing replacement) |
N/A |
|
|
gr_replacename |
The name of the person that has been selected to retire from the selected position with an entity. |
Wizards/Global Retire/Name (if electing replacement) |
N/A |
Director Consent (Global Retire Wizard) |
HotDocs Variables for Secretariat Document Assembly Table 6
|
Variable Name |
Description |
Module/Tab/Field |
Table/Field |
Associated Documents |
|
incumb_asof |
The date selected as the “As of Date” on a Cerficiate of Incumbency. This variable can only be used after the <<collect_incumbencyinfo>> variable is added to the component file for the HotDocs template. |
Document Assembly Wizard/As of Date |
N/A |
Certificate of Incumbency |
|
incumb_asof_datetype |
The date (formatted as YYYY/MM/DD by default) selected as the “As of Date” on a Cerficiate of Incumbency. This variable can only be used after the <<collect_incumbencyinfo>> variable is added to the component file for the HotDocs template. |
Document Assembly Wizard/As of Date |
N/A |
Certificate of Incumbency |
|
incumb_effective |
The date selected as the “Effective Date “on a Cerficiate of Incumbency. This variable can only be used after the <<collect_incumbencyinfo>> variable is added to the component file for the HotDocs template. |
Document Assembly Wizard/Effective Date |
N/A |
Certificate of Incumbency |
|
incumb_effective_datetype |
The date (formatted as YYYY/MM/DD by default) selected as the “Effective Date “on a Cerficiate of Incumbency. This variable can only be used after the <<collect_incumbencyinfo>> variable is added to the component file for the HotDocs template. |
Document Assembly Wizard/Effective Date |
N/A |
Certificate of Incumbency |
|
incumb_signatory |
The name of the officer selected to sign a Cerficiate of Incumbency. This variable can only be used after the <<collect_incumbencyinfo>> variable is added to the component file for the HotDocs template. |
Document Assembly Wizard/Signature Line Officer |
Entity/Name |
Certificate of Incumbency |
|
incumbent_name |
Lists incumbents one at a time for a Certificate of Incumbency with Signature Lines. This variable can only be used after the <<collect_incumbencyinfo>> variable is added to the component file for the HotDocs template and will only return inside a repeat loop. |
Document Assembly Wizard/Incumbent |
Entity/Name |
Certificate of Incumbency with Signature Lines |
|
incumbents |
A list of incumbents for a Certificate of Incumbency. This variable can only be used after the <<collect_incumbencyinfo>> variable is added to the component file for the HotDocs template. |
Document Assembly Wizard/Incumbent |
Entity/Name |
Certificate of Incumbency |
|
limited_partner_name |
The name of a person or entity who has been assigned a title with a position type of “Limited Partner”. |
Entities/Positions/Name |
Entity/Name |
|
|
limited_partner_title |
The job title of a person or entity who has been assigned a title with a position type of “Limited Partner”. |
Entities/Positions/Title |
Company_Person/Title |
|
|
manager_name |
The name of a person who has been assigned a title with a position type of “Manager”. |
Entities/Positions/Name |
Entity/Name |
|
|
manager_title |
The job title of a person who has been assigned a title with a position type of “Manager”. |
Entities/Positions/Title |
Company_Person/Title |
|
|
meeting_address1 |
The address information from the first line of an address for a meeting notice. The address selected is marked Is Primary for the entity. |
Entities/Contact Info/Address |
Address/Address1 |
Notice and Waiver (Global Appoint/Promote/Retire Wizard and Corporate Meeting Wizard) |