HotDocs Variables for Secretariat Document Assembly Table 13-14
HotDocs Variables for Secretariat Document Assembly Table 13
|
Variable Name |
Description |
Module/Tab/Field |
Table/Field |
Associated Documents |
|---|---|---|---|---|
|
pe_members_titlename |
The title of a position. |
People/Titles Held/Title Entities/Postions/Title |
Title/Description |
|
|
pe_members_titletype |
The type (such as ) of the title of a position. |
Titles/Default Position Type |
Title/DefaultTitleType_CD |
|
|
pe_middlename |
The middle name of an entity that is a person. |
People/Base Info/Middle |
Person/Middle |
|
|
pe_nickname |
The nickname of a person. |
People/Base Info/Nickname |
Person/Nickname |
|
|
pe_salutation |
A greeting form to be used for a person. |
People/Base Info/Prefix |
Person/Salutation |
|
|
pe_secretary |
The name of the person’s secretary. |
People/Base Info/Secretary |
Person/Secretary |
|
|
pe_shortname |
The short name of a person or entity. |
Entities/Base Info/Short Name |
Entity/ShortName |
|
|
pe_spouse |
The name of a person’s spouse. |
People/Base Info/Spouse |
Person/Spouse |
|
|
pe_spousessn |
The Social Security Number of a person’s spouse. |
People/Base Info/Spouse SSN |
Person/SpouseSSN |
|
|
pe_statuscd |
The status (Active or Inactive) of a person. |
People/Base Info/Active |
Entity/Status_CD |
|
|
pe_suffix |
A suffix (such as Jr.) for a person. |
People/Base Info/Suffix |
Person/Suffix |
|
|
pe_timekeeper |
If the person is shared by Secretariat and eCounsel, an indication of whether the person is a timekeeper. |
N/A |
Person/Timekeeper |
|
|
pe_userfields_comments |
The value of a user field if it is a data type of Comments. |
Dependent on configuration |
UserField/Comments_ID |
|
|
pe_userfields_commentsid |
The value of a user field if it is a data type of Comments. |
Dependent on configuration |
UserField/Comments_ID |
|
|
pe_userfields_description |
Any description (such as Comment Field or Lookup Field) entered for a user field in the People module. |
Dependent on configuration |
UserField/Description |
|
|
pe_userfields_multiselect |
If a user field is a multi-select field, the value selected. |
Dependent on configuration |
UserField/UserFieldProfile_ID |
|
|
pe_userfields_selectentity |
If a user field is a Select-Entity field, the entity selected. |
Dependent on configuration |
UserField/EntityField_EID |
|
|
pe_userfields_selectperson |
If a user field is a Select-Person field, the person selected. |
Dependent on configuration |
UserField/EntityField_EID |
|
|
pe_userfields_tabid |
The identifier of the tab in the People module for which you want to retrieve user fields. |
Dependent on configuration |
UserField/Tab_ID |
|
|
pe_userfields_userfieldvalue |
The value entered for a user field in the people module. |
Dependent on configuration |
UserField/UserFieldValue |
|
|
pe_userfields_userfieldprofileid |
The identifier of the user field in the People module for which you want to retrieve user field values. |
Dependent on configuration |
UserField/UserFieldProfile_ID |
|
|
promote_promoted_person |
The name of a person who is being promoted to a position. |
Wizards/Global Promote/Name |
Entity/Name |
|
|
promote_promoted_person_director |
The name of a person who is being promoted to a position that is classified as a “Director”. |
Wizards/Global Promote/Name |
Entity/Name |
Shareholder Consent (Gloibal Promote Wizard) |
|
promote_promoted_person_officer |
The name of a person who is being promoted to a position that is classified as an “Officer”. |
Wizards/Global Promote/Name |
Entity/Name |
Director Consent (Gloibal Promote Wizard) |
|
promote_promoted_person_title |
The title to which a person is being promoted. |
Wizards/Global Promote/Title |
Title/Description |
|
|
promote_promoted_person_title_director |
The title that is classified as a “Director” to which a person is being promoted. |
Wizards/Global Promote/Title |
Title/Description |
Shareholder Consent (Gloibal Promote Wizard) |
HotDocs Variables for Secretariat Document Assembly Table 14
|
Variable Name |
Description |
Module/Tab/Field |
Table/Field |
Associated Documents |
|---|---|---|---|---|
|
promote_promoted_person_title_officer |
The title that is classified as an “Officer” to which a person is being promoted. |
Wizards/Global Promote/Title |
Title/Description |
Director Consent (Gloibal Promote Wizard) |
|
reg_jurisdiction |
The jurisdiction for the registered entity for which a document is being assembled. |
Entities/Base Info/Formation Status |
Jurisdiction/JurisdictionName |
|
|
resident_representatives |
The names of entities/people with a title of “Resident Represeentative”. |
Entities/Base Info/Name People/Base Info/Name |
Enitty/Name |
|
|
retire_company_main_address1 |
The address information from the first line of an address of type “Main” for an entity where a position is being retire. This variable is only for use with the Global Retire Wizard. |
Entities/Contact Info/Address |
Address/Address1 |
Resign Letter (Global Retire Wizard) |
|
retire_company_main_address2 |
The address information from the second line of an address of type “Main” for an entity where a position is being retire. This variable is only for use with the Global Retire Wizard. |
Entities/Contact Info/Address |
Address/Address2 |
Resign Letter (Global Retire Wizard) |
|
retire_company_main_address3 |
The address information from the third line of an address of type “Main” for an entity where a position is being retire. This variable is only for use with the Global Retire Wizard. |
Entities/Contact Info/Address |
Address/Address3 |
Resign Letter (Global Retire Wizard) |
|
retire_company_main_address4 |
The address information from the fourth line of an address of type “Main” for an entity where a position is being retire. This variable is only for use with the Global Retire Wizard. |
Entities/Contact Info/Address |
Address/Address4 |
Resign Letter (Global Retire Wizard) |
|
retire_company_main_city |
The city for an address of type “Main” for an entity where a position is being retire. This variable is only for use with the Global Retire Wizard. |
Entities/Contact Info/City |
Address/City |
Resign Letter (Global Retire Wizard) |
|
retire_company_main_state |
The state for an address of type “Main” for an entity where a position is being retire. This variable is only for use with the Global Retire Wizard. |
Entities/Contact Info/State Province |
Address/StateProvince |
Resign Letter (Global Retire Wizard) |
|
retire_company_main_zip |
The postal code for an address of type “Main” for an entity where a position is being retire. This variable is only for use with the Global Retire Wizard. |
Entities/Contact Info/Zip Code |
Address/Zip |
Resign Letter (Global Retire Wizard) |
|
retire_company_name |
The name of a company for which a position is being retired. This variable is only for use with the Global Retire Wizard. |
Entities/Base Info/Name |
Entity/Name |
Resign Letter (Global Retire Wizard) |
|
retire_positions_by_company |
The position selected to be retired for a person using the Global Retire Wizard. |
Wizards/Global Retire/Title |
Title/Description |
Resign Letter (Global Retire Wizard) |
|
retire_positions_by_company_officers |
An officer position selected to be retired for a person using the Global Retire Wizard. |
Wizards/Global Retire/Title |
Title/Description |
Director Consent (Global Retire Wizard) |
|
retire_retiring_person |
The name of the person selected to be retired using the Global Retire Wizard. |
Wizards/Global Retire/Name |
Entity/Name |
Director Consent and Resign Letter (Global Retire Wizard) |
|
select_board_resolution |
A variable used to select a resolution clause for a document. |
Document Assembly Wizard/Clauses |
N/A |
Board Consent |
|
select_shareholder_resolution |
A variable used to select a resolution clause for a document. |
Document Assembly Wizard/Clauses |
N/A |
Shareholder Consent |
|
SelectSecretariatPeople |
A variable used to return information about a selected person. |
Document Assembly Wizard/Name |
N/A |