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HotDocs Variables for eCounsel Document Assembly Table 13-14

HotDocs Variables for eCounsel Document Assembly Table 13

Variable Name

Description

Module/Tab/Field

Table/Field

mat_doc_discrespdate_datetype

For a discovery document, the date (formatted as YYYY/MM/DD by default) that a discovery response was returned or due.

Matters/Documents/Discovery Response Date

Document/DiscoveryResponseDate

mat_doc_disctype_CD

For a discovery document, the type of discovery for a matter.

Matters/Documents/Matters/Documents/D iscovery Type

Document/DiscoveryType_CD

mat_doc_exhibittype_CD

For an exhibit document, the type (such as Electronic) of media for the exhibit.

Matters/Documents/Exhibit Type

Document/ExhibitType_CD

mat_doc_party

For a deposition document, the role (such as Defendant) of person/entity being deposed for a matter.

Matters/Documents/Deponent Party

Document/DeponentParty_CD

mat_doc_physicallocation

For a deposition document, the physical location where the deposition was performed.

Matters/Documents/Location

Document/PhysicalLocation

mat_doc_pleadingfillingdate

For a document supporting a plea, the date the pleading was filed.

Matters/Documents/Pleading Filing Date

Document/PleadingFillingDate

mat_doc_pleadingfillingdate_datetype

For a document supporting a plea, the date (formatted as YYYY/MM/DD by default) that the pleading was filed.

Matters/Documents/Pleading Filing Date

Document/PleadingFillingDate

mat_doc_pleadingnumber

For a document supporting a plea, the identifier for the document.

Matters/Documents/Pleading Number

Document/PleadingNumber

mat_doc_pleadingparty_CD

For a document supporting a plea, the role (such as Defendant) of the person/entity entering the plea.

Matters/Documents/Pleading Party

Document/PleadingParty_CD

mat_doc_recordoriginator

For contracts/agreements, correspondence, design, e-mail, records, and other documents, the name of the person who created the document.

Matters/Documents/Record Originator

Document/RecordOriginator

mat_doc_recordreceivedate

For contracts/agreements, correspondence, design, records, and other documents, the date the document was received.

Matters/Documents/Record Receive Date

Document/RecordReceiveDate

mat_doc_recordreceivedate_datetype

For contracts/agreements, correspondence, design, records, and other documents, the date (formatted as YYYY/MM/DD by default) that the document was received.

Matters/Documents/Record Receive Date

Document/RecordReceiveDate

mat_doc_recordrequestdate

For contracts/agreements, correspondence, design, records, and other documents, the date the document was requested.

Matters/Documents/Record Request Date

Document/RecordRequestDate

mat_doc_recordrequestdate_datetype

For contracts/agreements, correspondence, design, records, and other documents, the date (formatted as YYYY/MM/DD by default) that the document was requested.

Matters/Documents/Record Request Date

Document/RecordRequestDate

mat_doc_recordtype

For contracts/agreements, correspondence, design, records, and other documents, the type of record (such as External Correspondence) being stored for a matter.

Matters/Documents/Record Type

Document/RecordType_CD

mat_doc_submittedby

For an exihibit document, the role (such as Defendant) of the paty submitting the exhibit.

Matters/Documents/Submitted By

Document/SubmittedBy_CD

mat_doc_submittedbyfirm

For an exhibit document, the name of the law firm providing the exhibit.

Matters/Documents/Submitted By Firm

Document/SubmittedByFirm_EID

mat_doc_transcriptorderdate

For a deposition document, the date the transcription of the deposition was ordered.

Matters/Documents/Transcript Order Date

Document/TranscriptOrderDate

mat_doc_transcriptorderdate_datetype

For a deposition document, the date (formatted as YYYY/MM/DD by default) that the transcription of the deposition was ordered.

Matters/Documents/Transcript Order Date

Document/TranscriptOrderDate

mat_doc_type

The type (such as Contracts/Agreements) of a document.

Matters/Documents/Document Type

Document/DocumentType_CD

mat_document_ecuserfields_comments

The value of a user field on the Documents tab if it is a data type of Comments.

Dependent on configuration

UserField/Comments_ID

 

HotDocs Variables for eCounsel Document Assembly Table 14 

Variable Name

Description

Module/Tab/Field

Table/Field

mat_document_ecuserfields_description

Any description (such as Comment Field or Lookup Field) entered for a user field on the Documents tab .

Dependent on configuration

UserField/Description

mat_document_ecuserfields_multiselect

If a user field on the Documents tab is a multi-select field, the value selected.

Dependent on configuration

UserField/UserFieldProfile_ID

mat_document_ecuserfields_selectentity

If a user field on the Documents tab is a Select – Entity field, the entity selected.

Dependent on configuration

UserField/EntityField_EID

mat_document_ecuserfields_selectmatter

If a user field on the Documents tab is a Select – Matter field, the matter selected.

Dependent on configuration

UserField/MatterField_ID

mat_document_ecuserfields_selectperson

If a user field on the Documents tab is a Select – Person field, the person selected.

Dependent on configuration

UserField/EntityField_EID

mat_document_ecuserfields_tabid

The identifier of the Documents tab in the Matters module for which you want to retrieve user fields.

Dependent on configuration

UserField/Tab_ID

mat_document_ecuserfields_userfieldprofileid

The identifier of the user field on the Documents tab in the Matters module for which you want to retrieve user field values.

Dependent on configuration

UserField/UserFieldProfile_ID

mat_document_ecuserfields_userfieldvalue

The value entered for a user field on the Documents tab in the Matters module.

Dependent on configuration

UserField/UserFieldValue

mat_ecuserfields_comments

The value of a user field on the Base Info or On Demand tab if it is a data type of Comments.

Dependent on configuration

UserField/Comments_ID

mat_ecuserfields_description

Any description (such as Comment Field or Lookup Field) entered for a user field on the Base Info or On Demand tab.

Dependent on configuration

UserField/Description

mat_ecuserfields_multiselect

If a user field on the Base Info or On Demand tab is a multi- select field, the value selected.

Dependent on configuration

UserField/UserFieldProfile_ID

mat_ecuserfields_selectentity

If a user field on the Base Info or On Demand tab is a Select – Entity field, the entity selected.

Dependent on configuration

UserField/EntityField_EID

mat_ecuserfields_selectmatter

If a user field on the Base Info or On Demand tab is a Select – Matter field, the matter selected.

Dependent on configuration

UserField/MatterField_ID

mat_ecuserfields_selectperson

If a user field on the Base Info or On Demand tab is a Select – Person field, the person selected.

Dependent on configuration

UserField/EntityField_EID

mat_ecuserfields_tabid

The identifier of the Base Info or On Demand tab in the Matters module for which you want to retrieve user fields.

Dependent on configuration

UserField/Tab_ID

mat_ecuserfields_userfieldprofileid

The identifier of the user field on the Base Info or On Demand tab in the Matters module for which you want to retrieve user field values.

Dependent on configuration

UserField/UserFieldProfile_ID

mat_ecuserfields_userfieldvalue

The value entered for a user field on the Base Info or On Demand tabin the Matters module.

Dependent on configuration

UserField/UserFieldValue

mat_exposure_assesseddate

The date the risk assessment was performed for a matter.

Matters/Exposure/Assessed Date

MatterExposure/AssessedDate

mat_exposure_assesseddate_datetype

The date (formatted as YYYY/MM/DD by default) that the risk assessment was performed for a matter.

Matters/Exposure/Assessed Date

MatterExposure/AssessedDate

mat_exposure_comments

Any comments entered for a risk assessment for a matter.

Matters/Exposure/Comments

MatterExposure/Comments_ID

mat_exposure_currency

The type of currency in which the risks for a matter is expressed.

Matters/Exposure/Currency Type

MatterExposure/Currency_CD

mat_exposure_ecuserfields_comments

The value of a user field on the Exposure tab if it is a data type of Comments.

Dependent on configuration

UserField/Comments_ID

mat_exposure_ecuserfields_description

Any description (such as Comment Field or Lookup Field) entered for a user field on the Exposure tab .

Dependent on configuration

UserField/Description

mat_exposure_ecuserfields_multiselect

If a user field on the Exposure tab is a multi-select field, the value selected.

Dependent on configuration

UserField/UserFieldProfile_ID

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