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HotDocs Variables for eCounsel Document Assembly Table 21-22

HotDocs Variables for eCounsel Document Assembly Table 21

Variable Name

Description

Module/Tab/Field

Table/Field

mat_patent_parentfilingdate_datetype

The date (formatted as YYYY/MM/DD by default) that a parent patent was filed.

Matters/Patent/Parent Filing Date

Patent/ParentFilingDate

mat_patent_parentgrantdate

The date a parent patent was granted.

Matters/Patent/Parent Number

Patent/ParentGrantDate

mat_patent_parentgrantdate_datetype

The date (formatted as YYYY/MM/DD by default) that a parent patent was granted.

Matters/Patent/Parent Number

Patent/ParentGrantDate

mat_patent_parentnumber

The identifier for an earlier application for a patent of the inventor disclosing a given invention.

Matters/Patent/Parent Grant Date

Patent/ParentNumber

mat_patent_patentnumber

The identifier for a patent.

Matters/Patent/Patent Number

Patent/PatentNumber

mat_patent_priorityappnumber

The identifier for a priority application.

Matters/Patent/Priority Application Number

Patent/PriorityApplicationNumber

mat_patent_priorityfilingdate

The date a priority application was filed for a patent.

Matters/Patent/Priority Filing Date

Patent/PriorityFilingDate

mat_patent_priorityfilingdate_datetype

The date (formatted as YYYY/MM/DD by default) that a priority application was filed for a patent.

Matters/Patent/Priority Filing Date

Patent/PriorityFilingDate

mat_patent_publicationdate

The date the publication of a patent occurred.

Matters/Patent/Publication Date

Patent/PublicationDate

mat_patent_publicationdate_datetype

The date (formatted as YYYY/MM/DD by default) that the publication of a patent occurred.

Matters/Patent/Publication Date

Patent/PublicationDate

mat_patent_reelframenumber

The reel frame number for a patent.

Matters/Patent/Reel Frame Number

Patent/ReelFrameNumber

mat_patent_status

The classification for a patent.

Matters/Patent/Status

Patent/Status_CD

mat_patent_substatus

The sub-classification for a patent.

Matters/Patent/Sub Status

Patent/SubStatus_CD

mat_patent_substatusdate

The date a sub status item occurred for a patent.

Matters/Patent/Sub Status Date

Patent/SubStatusDate

mat_patent_substatusdate_datetype

The date (formatted as YYYY/MM/DD by default) that a sub status item occurred for a patent.

Matters/Patent/Sub Status Date

Patent/SubStatusDate

mat_patent_taxbasedate

The date a patent tax was paid.

Matters/Patent/Tax Base Date

Patent/TaxBaseDate

mat_patent_taxbasedate_datetype

The date (formatted as YYYY/MM/DD by default) that a patent tax was paid.

Matters/Patent/Tax Base Date

Patent/TaxBaseDate

mat_patent_totalclaim

The total number of independent claims on a patent. The cost of filing the patent application is directly related to the total number of independent claims.

Matters/Patent/Total Claim

Patent/TotalClaim

mat_physicalfile_closedate

The date a physical file associated with a matter was closed.

Matters/Physical File/Close Date

Physical File/CloseDate

mat_physicalfile_closedate_datetype

The date (formatted as YYYY/MM/DD by default) that a physical file associated with a matter was closed.

Matters/Physical File/Close Date

Physical File/CloseDate

mat_physicalfile_comments

Any comment concerning a physical file associated with a matter.

Matters/Physical File/Comments

Physical File/Comments_ID

mat_physicalfile_description

A comment concerning a physical file associated with a matter.

Matters/Physical File/File Description

Physical File/FileDescription

mat_physicalfile_ecuserfields_comments

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

Dependent on configuration

UserField/Comments_ID

mat_physicalfile_ecuserfields_description

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

Dependent on configuration

UserField/Description

mat_physicalfile_ecuserfields_multiselect

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

Dependent on configuration

UserField/UserFieldProfile_ID

mat_physicalfile_ecuserfields_selectentity

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

Dependent on configuration

UserField/EntityField_EID

mat_physicalfile_ecuserfields_selectmatter

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

Dependent on configuration

UserField/MatterField_ID

 

 HotDocs Variables for eCounsel Document Assembly Table 22

Variable Name

Description

Module/Tab/Field

Table/Field

mat_physicalfile_ecuserfields_selectperson

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

Dependent on configuration

UserField/EntityField_EID

mat_physicalfile_ecuserfields_tabid

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

Dependent on configuration

UserField/Tab_ID

mat_physicalfile_ecuserfields_userfieldprofileid

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

Dependent on configuration

UserField/UserFieldProfile_ID

mat_physicalfile_ecuserfields_userfieldvalue

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

Dependent on configuration

UserField/UserFieldValue

mat_physicalfile_externalstorage

The location where a physical file associated with a matter is stored if it is not stored internally.

Matters/Physical File/External Storage

Physical File/ExternalStorage

mat_physicalfile_filedestruction

An indication of whether a file associated with a matter should be destroyed after the retention period has ended.

Matters/Physical File/File Destruction

Physical File/FileDestruction_CD

mat_physicalfile_filenumber

The identifier for a physical file associated with a matter.

Matters/Physical File/File Number

Physical File/FileNumber

mat_physicalfile_filesubtype

A sub-classification for a physical file associated with a matter.

Matters/Physical File/File Subtype

Physical File/FileSubType_CD

mat_physicalfile_filetype

A classification for a physical file associated with a matter.

Matters/Physical File/File Type

Physical File/FileType_CD

mat_physicalfile_internalstorage

The location where a physical file associated with a matter is stored.

Matters/Physical File/Internal Storage

Physical File/InternalStorage

mat_physicalfile_opendate

The date a physical file associated with a matter was opened.

Matters/Physical File/Open Date

Physical File/OpenDate

mat_physicalfile_opendate_datetype

The date (formatted as YYYY/MM/DD by default) that a physical file associated with a matter was opened.

Matters/Physical File/Open Date

Physical File/OpenDate

mat_physicalfile_owner

The name of a player on the matter who is responsible for a physical file.

Matters/Physical File/Owner

Physical File/Owner_ID

mat_physicalfile_permanentfile

An indication of whether a physical file associated with a matter is permanent or temporary.

Matters/Physical File/Permanent File

Physical File/PermanentFile_CD

mat_physicalfile_retentionperiod

The amount of time a physical file associated with a matter should be stored.

Matters/Physical File/Retention Period

Physical File/RetentionPeriod_CD

mat_physicalfile_status

The status (such as Closed) for a physical file associated with a matter.

Matters/Physical File/Status

Physical File/Status_CD

mat_player_adminnumber

The information entered in the Admin Number field for a person who is a player on a matter.

People/Base Info/Admin Number

Person/AdministrationNumber

mat_player_approvalamount

The maximum amount for which a person/entity has invoice approval authorization as a player on a matter.

Matters/Player/Approval Amount

MatterPlayer/ApprovalAmount

mat_player_approvalamountforeign

The maximum amount, expressed in a currency other than the base currency, for which a person/entity has invoice approval authorization as a player on a matter.

N/A (Internal)

MatterPlayer/ApprovalAmountForeign

mat_player_approvalorder

The order in which the player approves any invoices billed for the matter.

Matters/Player/Approval Review Order

MatterPlayer/ApprovalOrder

mat_player_approverreviewer

An indication of whether the person/entity has invoice approval authorization as a player on a matter.

Matters/Player/Approver Reviewer Status [A/R]

MatterPlayer/ApproverReviewer

mat_player_birthdate

The information entered in the Admin Number field for a person who is a player on a matter.

People/Base Info/Birth Date

Person/BirthDate

mat_player_birthdate_datetype

The date of birth (formatted as YYYY/MM/DD by default) entered in the Admin Number field for a person who is a player on a matter.

People/Base Info/Birth Date

Person/BirthDate

mat_player_billingmethod

The method (such as Hourly Rate) by which the player submits invoices for the matter.

Matters/Player/Billing Method

MatterPlayer/BillingMethod_CD

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