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HotDocs Variables for Secretariat Document Assembly Table 9-10

HotDocs Variables for Secretariat Document Assembly 9

Variable Name

Description

Module/Tab/Field

Table/Field

Associated Documents

number_directors

The number of directors for an entity as of the date specified.

N/A (Calculated field)

N/A (Calculated field)

 

numberauthdirs

The number of authorized directors for an entity.

Entities/Bylaws/Authorized Directors

Company/DirectorsAuthorized

 

numbercurrentdirs

The number of directors for an entity as of the date specified.

N/A (Calculated field)

N/A (Calculated field)

 

officer_name

The name of an office for the selected entity.

Wizards/Corporate Meeting/Name

Entity/Name

Director Consent (Corporate Meeting Wizard)

officer_no_resident_rep

Lists officers of the selected entity who do not hold a title of “Resident Representative.”

Entities/Positions/Name

Entity/Name

 

officer_no_resident_rep_title

Lists the titles of officers for the selected entity who do not hold a title of “Resident Representative.”

Entities/Positions/Title

Title/Description

 

officer_title

The title of an officer for the selected entity.

Wizards/Corporate Meeting/Title

Title/Description

Director Consent (Corporate Meeting Wizard)

other_name

The name of a person or entity who has been assigned a title with a position type of “Other”.

Entities/Positions/Name

Entity/Name

 

other_title

The job title of a person or entity who has been assigned a title with a position type of “Other”.

Entities/Positions/Title

Company_Person/Title

 

p&e_addresses_city

The city for an address for a person or entity.

Entities/Contact Info/City

Address/City

 

p&e_addresses_country

The country for an address for a person or entity.

Entities/Contact Info/Country

Address/Country

 

p&e_addresses_description

The description for an address for a person or entity.

Entities/Contact Info/Description

Address/Description

 

p&e_addresses_isprimary

An indication (T or F) if the address is the primary address for a person or entity.

Entities/Contact Info/Is Primary

Entity_Address/IsPrimary

 

p&e_addresses_line1

The address information from the first line of an address for a person or entity.

Entities/Contact Info/Address

Address/Address1

 

p&e_addresses_line2

The address information from the second line of an address for a person or entity.

Entities/Contact Info/Address

Address/Address2

 

p&e_addresses_line3

The address information from the third line of an address for a person or entity.

Entities/Contact Info/Address

Address/Address3

 

p&e_addresses_line4

The address information from the fourth line of an address for a person or entity.

Entities/Contact Info/Address

Address/Address4

 

p&e_addresses_state

The state for an address for a person or entity.

Entities/Contact Info/State Province

Address/StateProvince

 

p&e_addresses_type

The type of address (such as Registered) for a person or entity.

Entities/Contact Info/Type

Entity_Address/AddressType_CD

 

p&e_addresses_zipcode

The postal code for an address for a person or entity.

Entities/Contact Info/Zip Code

Address/Zip

 

p&e_firstname

The first name of an entity that is a person.

People/Base Info/First

Person/FirstName

 

p&e_fullname

The first, middle, and last name of an entity that is a person.

People/Base Info/Name

Entity/Name

 

p&e_gender

The gender (Male, Female, or Not Specified) of a person.

People/Base Info/Gender

Person/Gender

 

p&e_lastname

The last name of an entity that is a person.

People/Base Info/Last

Person/LastName

 

p&e_middlename

The middle name of an entity that is a person.

People/Base Info/Middle

Person/Middle

 

pe_addresses_city

The city for an address for a person or entity.

Entities/Contact Info/City

Address/City

 

 

HotDocs Variables for Secretariat Document Assembly Table 10 

Variable Name

Description

Module/Tab/Field

Table/Field

Associated Documents

pe_addresses_country

The country for an address for a person or entity.

Entities/Contact Info/Country

Address/Country

 

pe_addresses_description

The description for an address for a person or entity.

Entities/Contact Info/Description

Address/Description

 

pe_addresses_isprimary

An indication (T or F) if the address is the primary address for a person or entity.

Entities/Contact Info/Is Primary

Entity_Address/IsPrimary

 

pe_addresses_line1

The address information from the first line of an address for a person or entity.

Entities/Contact Info/Address

Address/Address1

 

pe_addresses_line2

The address information from the second line of an address for a person or entity.

Entities/Contact Info/Address

Address/Address2

 

pe_addresses_line3

The address information from the third line of an address for a person or entity.

Entities/Contact Info/Address

Address/Address3

 

pe_addresses_line4

The address information from the fourth line of an address for a person or entity.

Entities/Contact Info/Address

Address/Address4

 

pe_addresses_state

The state for an address for a person or entity.

Entities/Contact Info/State Province

Address/StateProvince

 

pe_addresses_type

The type of address (such as Registered) for a person or entity.

Entities/Contact Info/Type

Entity_Address/AddressType_CD

 

pe_addresses_zipcode

The postal code for an address for a person or entity.

Entities/Contact Info/Zip Code

Address/Zip

 

pe_administrationnumber

The administration number entered for the person.

People/Base Info/Administration Number

Person/AdministrationNumber

 

pe_birthdate

The date of birth for a person.

People/Base Info/Birth Date

Person/BirthDate

 

pe_birthdate_datetype

The date (formatted as YYYY/MM/DD by default) of birth for a person.

People/Base Info/Birth Date

Person/BirthDate

 

pe_birthplace

The place of birth for a person.

People/Base Info/Birth Place

Person/BirthPlace

 

pe_citizenjurisdictionid

The jurisdiction selected for citizenship for a person.

People/Base Info/Citizen Jurisdiction

Person/CitizenJurisdiction_ID

 

pe_comments_id

Any comments entered concerning the person.

People/Base Info/Comments

Person/Comments_ID

 

pe_deathdate

The date of death for a person.

People/Base Info/Death Date

Person/DeathDate

 

pe_deathdate_datetype

The date (formatted as YYYY/MM/DD by default) of death for a person.

People/Base Info/Death Date

Person/DeathDate

 

pe_documentfiles_description

The description of a document file for a person’s record.

People/Notes History/Description

DocumentFile/Description

 

pe_documentfiles_filedate

The date a document file was initially uploaded to a person’s record.

People/Notes History/File Date (legacy field from Version 7.x)

DocumentFile/FileDate

 

pe_documentfiles_filedate_datetype

The date (formatted as YYYY/MM/DD by default) that a document file was initially uploaded to a person’s record.

People/Notes History/File Date (legacy field from Version 7.x)

DocumentFile/FileDate

 

pe_documentfiles_filepath

The path from which a document file was uploaded to a person’s record.

People/Notes History/File Name and Path

DocumentFile/FilePath

 

pe_documentfiles_filesize

The size of a document file for a person’s record.

People/Notes History/File Size

DocumentFile/FileSize

 

pe_documentfiles_filestatuscd

The status (such as Available) for a document file for a person’s record.

People/Notes History/File Status

DocumentFile/FileStatus_CD

 

pe_documentfiles_lockedby

The name of the user who currently has a document file locked for a person’t record.

People/Notes History/Locked By

DocumentFile/LockedBy

 
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