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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The date entered (formatted as YYYY/MM/DD by default) that the registration is no longer in effect for an entity.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)

 

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