HotDocs Variables for eCounsel Document Assembly Table 1-2
Using the HotDocs integration within eCounsel allows you to generate documents from defined templates. These templates contain variables that retrieve data from the Bridgeway database. The following is a list of standard available variables that can be used in a template in eCounsel:
HotDocs Variables for eCounsel Document Assembly Table 1
|
Variable Name |
Description |
Module/Tab/Field |
Table/Field |
|---|---|---|---|
|
ent_baseinfo_adminnumber |
An identifier internal to the eCounsel client for a company or court. |
Entties/Base Info/Administration Number |
Company/AdministrationNumber Court/AdministrationNumber |
|
ent_baseinfo_approveddate |
The date the entity was approved to ineteract with your company |
Entities/Base Info/Approved Date |
Company/ApprovedDate |
|
ent_baseinfo_approveddate_datetype |
The date (formatted as YYYY/MM/DD by default) that the entity was approved to ineteract with your company. |
Entities/Base Info/Approved Date |
Company/ApprovedDate |
|
ent_baseinfo_approvedfirm |
An indication of whether the entity has been approved to interact with your company. |
Entities/Base Info/Approved |
Company/ApprovedFirm |
|
ent_baseinfo_begindate |
The date specified as the begin date for a company. |
Entities/Base Info/Begin Date |
Company/BeginDate |
|
ent_baseinfo_begindate_datetype |
The date (formatted as YYYY/MM/DD by default) specified as the begin date for a company. |
Entities/Base Info/Begin Date |
Company/BeginDate |
|
ent_baseinfo_billscustomer |
This variable is no longer used by eCounsel. |
N/A |
Company/BillsCustomer |
|
ent_baseinfo_chargebackbegindate |
The date chargebacks may occur. |
Entities/Base Info/Chargeback Begin Date |
Company/ChargeBackBeginDate |
|
ent_baseinfo_chargebackbegindate_datetype |
The end date (formatted as YYYY/MM/DD by default) for a company that is no longer active. |
Entities/Base Info/Chargeback Begin Date |
Company/ChargeBackBeginDate |
|
ent_baseinfo_chargebackcode1 |
An identifier for an account to be used for chargebacks. |
Entities/Base Info/Chargeback Account 1 |
Company/ChargeBackCode1 |
|
ent_baseinfo_chargebackcode2 |
An identifier for an account to be used for chargebacks. |
Entities/Base Info/Chargeback Account 2 |
Company/ChargeBackCode2 |
|
ent_baseinfo_chargebackcode3 |
An identifier for an account to be used for chargebacks. |
Entities/Base Info/Chargeback Account 3 |
Company/ChargeBackCode3 |
|
ent_baseinfo_chargebackpct |
The percentage used to calculate chargebacks. |
Entities/Base Info/Chargeback Percent |
Company/ChargeBackPct |
|
ent_baseinfo_clerkname |
The name of the clerk for a specified court. |
Entities/Base Info/Clerk Name |
Court/ClerkName |
|
ent_baseinfo_comments |
Any additional information about the company or court. |
Entities/Base Info/Comments |
Company/Comments_ID Court/Comments_ID |
|
ent_baseinfo_coordinator |
The name of the docket coordinator for a specified court. |
Entities/Base Info/Coordinator |
Court/Coordinator |
|
ent_baseinfo_courtname |
The name of a court that is defined in eCounsel. Use the ent_baseinfo_name variable instead. |
Entities/Base Info/Name |
Court/CourtName |
|
ent_baseinfo_courtnumber |
An identifier for a court. |
Entities/Base Info/Court Number |
Court/CourtNumber |
|
ent_baseinfo_enddate |
The end date for a company that is no longer active. |
Entities/Base Info/End Date |
Company/EndDate |
|
ent_baseinfo_enddate_datetype |
The end date (formatted as YYYY/MM/DD by default) for a company that is no longer active. |
Entities/Base Info/End Date |
Company/EndDate |
|
ent_baseinfo_entitynumber |
An identifier for a company or court. |
Entities/Base Info/Entity Number |
Entity/EntityNumber |
|
ent_baseinfo_internal |
An indication of whether the entity is an internal company (such as a subsidiary or operating business unit). |
Entities/Base Info/Internal |
Entity/Internal |
|
ent_baseinfo_isbillingentity |
An indication of whether the entity may bill your company. |
Entities/Base Info/Track Billing Information |
Company/isBillingEntity |
|
ent_baseinfo_isinsurancecompany |
An indication that the entity is an insurance company. |
Entities/Base Info/Insurance Company |
Company/IsInsuranceCompany |
HotDocs Variables for eCounsel Document Assembly Table 2
|
Description |
Module/Tab/Field |
Table/Field |
|
|
ent_baseinfo_location |
The physical location of the court. |
Entities/Base Info/Location |
Court/Location |
|
ent_baseinfo_name |
The name of a company or court. |
Entities/Base Info/Name |
Entity/Name |
|
ent_baseinfo_region |
A categorization of entities in geographical groups (such as Western USA/Eastern USA or Asia/Europe/North America). |
Entities/Base Info/Region |
Company/Region_CD |
|
ent_baseinfo_rejected |
An indication of whether the entity was rejected from interaction with your company. |
Entities/Base Info/Rejected |
Company/Reject |
|
ent_baseinfo_shortname |
An abbreviated version of the company or court name. |
Entities/Base Info/Short Name |
Entity/ShortName |
|
ent_baseinfo_status |
An indication of whether the entity is active or inactive. |
Entities/Base Info/Active |
Entity/Status_CD |
|
ent_baseinfo_subtype |
A subclassification for a company. |
Entities/Base Info/Subtype |
Company/SubType_CD |
|
ent_baseinfo_taxid |
A federal identifier for a company or court. |
Entities/Base Info/Tax ID |
Entity/FederalNumber |
|
ent_baseinfo_type |
A classification (such as Civil or Criminal) for a court. |
Entities/Base Info/Court Type |
Court/CourtType_CD |
|
ent_baseinfo_venue |
The jurisdiction (such as County) of the court. |
Entities/Base Info/Venue |
Court/Venue_CD |
|
ent_contactinfo_address1 |
The address information from the first line of an address for anentity. |
Entities/Contact Info/Address |
Address/Address1 |
|
ent_contactinfo_address2 |
The address information from the second line of an address for anentity. |
Entities/Contact Info/Address |
Address/Address2 |
|
ent_contactinfo_address3 |
The address information from the third line of an address for anentity. |
Entities/Contact Info/Address |
Address/Address3 |
|
ent_contactinfo_address4 |
The address information from the fourth line of an address f for anentity. |
Entities/Contact Info/Address |
Address/Address4 |
|
ent_contactinfo_city |
The city for an address for anentity. |
Entities/Contact Info/City |
Address/City |
|
ent_contactinfo_commisprimary |
An indication (T or F) if the communication record is the primary record for an entity. |
Entities/Contact Info/Is Primary |
Communication/IsPrimary |
|
ent_contactinfo_commtype |
The type (such as Business Phone) of communication record. |
Entities/Contact Info/Type |
Communication/CommunicationType_CD |
|
ent_contactinfo_commvalue |
The value (such as a phone number or e-mail address) for the communication type. |
Entities/Contact Info/Number |
Communication/CommNumber |
|
ent_contactinfo_country |
The country for an address for an entity. |
Entities/Contact Info/Country |
Address/Country |
|
ent_contactinfo_county |
The county for an address for an entity. |
Entities/Contact Info/County |
Address/County |
|
ent_contactinfo_description |
The description for an address or communication record for an entity. |
Entities/Contact Info/Description |
Address/Description |
|
ent_contactinfo_isprimary |
An indication (T or F) if the address is the primary address for n entity. |
Entities/Contact Info/Is Primary |
Entity_Address/IsPrimary |
|
ent_contactinfo_receivesmail |
An indication (T or F) if the address can receive mail delivery. |
Entities/Contact Info/Receives Mail |
Entity_Address/ReceivesMail |
|
ent_contactinfo_region |
The region for an address for an entity. |
Entities/Contact Info/Region |
Address/Region |
|
ent_contactinfo_stateprovince |
The state or province for an address for an entity. |
Entities/Contact Info/Sate Province |
Address/StateProvince |
|
ent_contactinfo_type |
The type of address (such as Business) for a person or entity. |
Entities/Contact Info/Type |
Entity_Address/AddressType_CD |
|
ent_contactinfo_zip |
The postal code for an address for an entity. |
Entities/Contact Info/Zip Code |
Address/Zip |
|
ent_document_comments |
Any comments entered concerning the document for an entity. |
Entities/Documents/Comments |
Document/Comments_ID |
|
ent_document_date |
The date selected for a document for an entity. |
Entities/Documents/Document Date |
Document/DocumentDate |
|
ent_document_date_datetype |
The date (formatted as YYYY/MM/DD by default) selected for a document for an entity. |
Entities/Documents/Document Date |
Document/DocumentDate |
|
ent_document_description |
The description of a document for anentity. |
Entities/Documents/Description |
Document/Description |
|
ent_document_type |
Type type of document record for an entity. |
Entities/Documents/Document Type |
Document/DocumentType_CD |
|
ent_ecuserfields_comments |
The value of a user field if it is a data type of Comments. |
Dependent on configuration |
UserField/Comments_ID |