HotDocs Variables for eCounsel Document Assembly Table 7-8
HotDocs Variables for eCounsel Document Assembly Table 7
|
Variable Name |
Description |
Module/Tab/Field |
Table/Field |
|---|---|---|---|
|
mat_accrual_ecuserfields_tabid |
The identifier of the Accruals tab in the Matters module for which you want to retrieve user fields. |
Dependent on configuration |
UserField/Tab_ID |
|
mat_accrual_ecuserfields_userfieldprofileid |
The identifier of the user field on the Accruals tab in the Matters module for which you want to retrieve user field values. |
Dependent on configuration |
UserField/UserFieldProfile_ID |
|
mat_accrual_ecuserfields_userfieldvalue |
The value entered for a user field on the Accruals tab in the Matters module. |
Dependent on configuration |
UserField/UserFieldValue |
|
mat_accrual_periodend |
The date on which the accounting period started. |
Matters/Accruals/Period End |
MatterAccrual.PeriodEnd |
|
mat_accrual_periodstart |
The date on which the accounting period ended. |
Matters/Accruals/Period Start |
MatterAccrual.PeriodStart |
|
mat_accrual_vendor |
The name of the law firm/vendor submitting the unbilled amount for the specified time period. |
Matters/Accruals/Vendor |
MatterAccrual.BillingEntity_EID |
|
mat_budget_active |
An indication of whether the budget for the matter is still in effect. |
Matters/Budget/Active |
MatterBudget/Active |
|
mat_budget_approvedby |
The name of the person who approved the budget for the matter. |
Matters/Budget/Approved By |
MatterBudget/ApprovedBy_EID |
|
mat_budget_approveddate |
The date the budget for a matter was approved. |
Matters/Budget/Approved Date |
MatterBudget/ApprovedDate |
|
mat_budget_approveddate_datetype |
The date (formatted as YYYY/MM/DD by default) that the budget for a matter was approved. |
Matters/Budget/Approved Date |
MatterBudget/ApprovedDate |
|
mat_budget_billingentity |
The name of the vendor who will be submitting invoices that have been budgeted for a matter. |
Matters/Budget/Vendor |
MatterBudget/BillingEntity_EID |
|
mat_budget_budgetamount |
The amount of budget that has been calculated for a matter. |
Matters/Budget/Amount |
MatterBudget/BudgetAmount |
|
mat_budget_budgettime |
The total amount of hours of work that will be charged against the matter. |
Matters/Budget/Hours |
MatterBudget/BudgetTime |
|
mat_budget_currency |
The type of currency in which the budget is expressed. |
Matters/Budget/Currency Type |
MatterBudget/Currency_CD |
|
mat_budget_description |
A description of the budget for a matter. |
Matters/Budget/Description |
MatterBudget/Description |
|
mat_budget_ecuserfields_comments |
The value of a user field on the Budget tab if it is a data type of Comments. |
Dependent on configuration |
UserField/Comments_ID |
|
mat_budget_ecuserfields_description |
Any description (such as Comment Field or Lookup Field) entered for a user field on the Budget tab . |
Dependent on configuration |
UserField/Description |
|
mat_budget_ecuserfields_multiselect |
If a user field on the Budget tab is a multi-select field, the value selected. |
Dependent on configuration |
UserField/UserFieldProfile_ID |
|
mat_budget_ecuserfields_selectentity |
If a user field on the Budget tab is a Select – Entity field, the entity selected. |
Dependent on configuration |
UserField/EntityField_EID |
|
mat_budget_ecuserfields_selectmatter |
If a user field on the Budget tab is a Select – Matter field, the matter selected. |
Dependent on configuration |
UserField/MatterField_ID |
|
mat_budget_ecuserfields_selectperson |
If a user field on the Budget tab is a Select – Person field, the person selected. |
Dependent on configuration |
UserField/EntityField_EID |
|
mat_budget_ecuserfields_tabid |
The identifier of the Budget tab in the Matters module for which you want to retrieve user fields. |
Dependent on configuration |
UserField/Tab_ID |
|
mat_budget_ecuserfields_userfieldprofileid |
The identifier of the user field on the Budget tab in the Matters module for which you want to retrieve user field values. |
Dependent on configuration |
UserField/UserFieldProfile_ID |
|
mat_budget_ecuserfields_userfieldvalue |
The value entered for a user field on the Budget tab in the Matters module. |
Dependent on configuration |
UserField/UserFieldValue |
|
mat_budget_enddate |
The date to which the budget for a matter is in effect. |
Matters/Budget/End Date |
MatterBudget/EndDate |
|
mat_budget_enddate_datetype |
The date (formatted as YYYY/MM/DD by default) to which the budget for a matter is in effect. |
Matters/Budget/End Date |
MatterBudget/EndDate |
|
mat_budget_enteredby |
The name of the user who created a budget record for a matter. |
Matters/Budget/Entered By |
MatterBudget/EnteredBy_ID |
|
mat_budget_entereddate |
The date/time the budget record for a matter was created. |
Matters/Budget/Entered Date |
MatterBudget/EnteredDate |
HotDocs Variables for eCounsel Document Assembly Table 8
|
Variable Name |
Description |
Module/Tab/Field |
Table/Field |
|---|---|---|---|
|
mat_budget_entereddate_datetype |
The date (formatted as YYYY/MM/DD by default) and time the budget record for a matter was created. |
Matters/Budget/Entered Date |
MatterBudget/EnteredDate |
|
mat_budget_includeexternalexpenses |
An indication of whether the budget includes charges that will be billed from outside the entity. |
Matters/Budget/Includes External Costs |
MatterBudget/IncludeExternalExpenses |
|
mat_budget_includeinternalexpenses |
An indication of whether the budget includes charges that will be billed from inside the entity (such as a business unit). |
Matters/Budget/Includes Internal Costs |
MatterBudget/IncludeInternalExpenses |
|
mat_budget_parentbudget |
The name of a budget for which the budget is a sub-record. |
Matters/Budget/Parent Budget |
MatterBudget/ParentBudget_ID |
|
mat_budget_phase |
The name of the phase for which the budget for a matter has been defined. |
Matters/Budget/Phase |
Phase/PhaseName |
|
mat_budget_rate |
The rate by which a foreign currency amount is converted to the base currency in terms of the budget for a matter. |
Matters/Budget/Conversion Rate |
MatterBudget/ConversionRate |
|
mat_budget_startdate |
The date for which the budget for a matter is in effect. |
Matters/Budget/Start Date |
MatterBudget/StartDate |
|
mat_budget_startdate_datetype |
The date (formatted as YYYY/MM/DD by default) for which the budget for a matter is in effect. |
Matters/Budget/Start Date |
MatterBudget/StartDate |
|
mat_budget_task |
The name of the task within a phase for which the budget item for a matter has been defined. |
Matters/Budget/Task |
Task/TaskName |
|
mat_budget_type |
A classification (such as Annual) for the budget for a matter. |
Matters/Budget/Type |
MatterBudget/Type_CD |
|
mat_budgeted |
An indication of whether the Budget tab should appear for the matter. |
Matters/Base Info/Budgeted |
Matter/Budgeted |
|
mat_calendar_alldayevent |
An indication of whether the calendar appointment is an all-day event. |
Matters/Calendar/All Day Event |
CalendarEvent/AllDayEvent |
|
mat_calendar_amountdue |
A monetary amount associated with a calendar task. |
Matters/Calendar/Amount Due |
CalendarEvent/AmountDue |
|
mat_calendar_category |
A classification for a calendar event. |
Matters/Calendar/Event Category |
CalendarEvent/EventCategory_CD |
|
mat_calendar_comments |
Any additional information about a calendar event. |
Matters/Calendar/Comments |
CalendarEvent/Comments_ID |
|
mat_calendar_completeddate |
The date a calendar task was completed. |
Matters/Calendar/Completed Date |
CalendarEvent/CompletedDate |
|
mat_calendar_completeddate_datetype |
The date (formatted as YYYY/MM/DD by default) that a calendar task was completed. |
Matters/Calendar/Completed Date |
CalendarEvent/CompletedDate |
|
mat_calendar_description |
A comment describing the calendar event for a matter. |
Matters/Calendar/Event Description |
CalendarEvent/EventDescription |
|
mat_calendar_ecuserfields_comments |
The value of a user field on the Calendar tab if it is a data type of Comments. |
Dependent on configuration |
UserField/Comments_ID |
|
mat_calendar_ecuserfields_description |
Any description (such as Comment Field or Lookup Field) entered for a user field on the Calendar tab . |
Dependent on configuration |
UserField/Description |
|
mat_calendar_ecuserfields_multiselect |
If a user field on the Calendar tab is a multi-select field, the value selected. |
Dependent on configuration |
UserField/UserFieldProfile_ID |
|
mat_calendar_ecuserfields_selectentity |
If a user field on the Calendar tab is a Select – Entity field, the entity selected. |
Dependent on configuration |
UserField/EntityField_EID |
|
mat_calendar_ecuserfields_selectmatter |
If a user field on the Calendar tab is a Select – Matter field, the matter selected. |
Dependent on configuration |
UserField/MatterField_ID |
|
mat_calendar_ecuserfields_selectperson |
If a user field on the Calendar tab is a Select – Person field, the person selected. |
Dependent on configuration |
UserField/EntityField_EID |
|
mat_calendar_ecuserfields_tabid |
The identifier of the Calendar tab in the Matters module for which you want to retrieve user fields. |
Dependent on configuration |
UserField/Tab_ID |
|
mat_calendar_ecuserfields_userfieldprofileid |
The identifier of the user field on the Calendar tab in the Matters module for which you want to retrieve user field values. |
Dependent on configuration |
UserField/UserFieldProfile_ID |
|
mat_calendar_ecuserfields_userfieldvalue |
The value entered for a user field on the Calendar tab in the Matters module. |
Dependent on configuration |
UserField/UserFieldValue |