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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The end date (formatted as YYYY/MM/DD by default) for a company that is no longer active.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

Variable Name

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

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