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 |