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HotDocs Variables for Secretariat Document Assembly 15-16

HotDocs Variables for Secretariat Document Assembly Table 15

Variable Name

Description

Module/Tab/Field

Table/Field

Associated Documents

SelectSecretariatEntity

A variable used to return information about a selected entity.

Document Assembly Wizard/Name

N/A

Board Consent, Certificate of Incumbency, Certified Resolution, Shareholder Consent

sh_address1

The address information from the first line of an address for a person or entity who has ownership (entity’s Ownership tab) in the entity.

Entities/Contact Info/Address People/Contact Info/Address

Address/Address1

 

sh_address2

The address information from the second line of an address for a person or entity who has ownership (entity’s Ownership tab) in the entity.

Entities/Contact Info/Address People/Contact Info/Address

Address/Address2

 

sh_city

The city for an address for a person or entity who has ownership (entity’s Ownership tab) in the entity.

Entities/Contact Info/City People/Contact Info/City

Address/City

 

sh_name

The name for a person or entity who has ownership (entity’s Ownership tab) in the entity.

Entitites/Ownership/Name

Entity/Name

 

sh_stateprovince

The state or province for an address for a person or entity who has ownership (entity’s Ownership tab) in the entity.

Entities/Contact Info/State Province, People/Contact Info/State Province

Address/StateProvince

 

sh_zip

The postal code for an address for a person or entity who has ownership (entity’s Ownership tab) in the entity.

Entities/Contact Info/Zip Code People/Contact Info/Zip Code

Address/Zip

 

signatories_parent_company

The name of a company at which a person holds a position and has been selected to sign a document.

Document Assembly Wizard/Company

Entity/Name

Shareholder Consent Shareholder Consent and Waiver (Global Appoint/Promote/Retire Wizard and Corporate Meeting)

 

HotDocs Variables for Secretariat Document Assembly Table 16

Variable Name

Description

Module/Tab/Field

Table/Field

Associated Documents

signatories_parent_name

The name of a person selected to sign a document.

Document Assembly Wizard/Signatory

Entity/Name

Shareholder Consent Shareholder Consent and Waiver (Global Appoint/Promote/Retire Wizard and Corporate Meeting)

signatories_parent_percent

The percentage of ownership in an entity for which a person has been selected to sign a document.

Document Assembly Wizard/Percent Owned

Ownership/EquityPercent

 

signatories_parent_title

The title of a person selected to sign a document.

Document Assembly Wizard/Title

Title/Description

Shareholder Consent Shareholder Consent and Waiver (Global Appoint/Promote/Retire Wizard and Corporate Meeting Wizard)

signatories_parent_units

The number of units held in ownership of an entity by a person selected to sign a document.

Document Assembly Wizard/Units Held

Ownership/UnitsHeld

Shareholder Consent Shareholder Consent and Waiver (Global Appoint/Promote/Retire Wizard and Corporate Meeting)

signatories_peopleparent_percent

The percentage of ownership in an entity by a person who owns the entity.

Document Assembly Wizard/Percent Owned

Ownership/EquityPercent

 

signatories_peopleparent_person

The name of a person who owns the entity and has been selected to sign a document.

Document Assembly Wizard/Signatory

Entity/Name

 

signatories_peopleparent_units

The number of units held in ownership of an entity by a person who owns the entity.

Document Assembly Wizard/Units Held

Ownership/UnitsHeld

 

signature_line

A variable that contains underscore characters for signature lines.

N/A

N/A

 

staff_name

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

Entities/Positions/Name

Entity/Name

 

staff_title

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

Entities/Positions/Title

Company_Person/Title

 

trustee_name

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

Entities/Positions/Name

Entity/Name

 

trustee_title

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

Entities/Positions/Title

Company_Person/Title

 

uk_registration_taxnumber

The registration number for an entity that has been incorporated in the United Kingdom.

Entities/Registrations/ Jurisdiction Tax ID

Registration/TaxNumber

 

waiver_stockholders_first

The first name of a person or entity who has ownership in an entity.

People/Base Info/FirstName

Person/FirstName

 

waiver_stockholders_last

The last name of a person or entity who has ownership in an entity.

People/Base Info/LastName

Person/LastName

 

waiver_stockholders_middle

The middle name of a person or entity who has ownership in an entity.

People/Base Info/Middle

Person/Middle

 

waiver_stockholders_shares

The number of units held in ownership of an entity by a person or entity.

Entities/Ownership/Units Held

Ownership/UnitsHeld

 
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