HotDocs Variables for eCounsel Document Assembly Table 23-24

Last updated
Save as PDF

HotDocs Variables for eCounsel Document Assembly Table 23

Variable Name	Description	Module/Tab/Field	Table/Field
mat_player_billingrate	The amount in the base currency that is billed by the player on the matter.	Matters/Player/Billing Rate	MatterPlayer/BillingRate
mat_player_chargeback	An indication of whether the entity has costs allocated to it for a plyer on a matter.	Matters/Player/Chargeback	MatterPlayer/ChargeBack
mat_player_chargebackaccount1	An account number for costs that are allocated for a player on a matter for a matter. This information will be entered automatically if an invoice is linked to the matter and has cost allocations.	Matters/Player/Chargeback Account 1	MatterPlayer/ChargeBackAccount1
mat_player_chargebackaccount2	An account number for costs that are allocated for a player on a matter for a matter.	Matters/Player/Chargeback Account 2	MatterPlayer/ChargeBackAccount2
mat_player_chargebackaccount3	An account number for costs that are allocated for a player on a matter for a matter.	Matters/Player/Chargeback Account 3	MatterPlayer/ChargeBackAccount3
mat_player_chargebackpercent	The percent of the costs that are allocated for a player on a matter.	Matters/Player/Chargeback Percent	MatterPlayer/ChargeBackPct
mat_player_comments	Any comment concerning the player for the matter.	Matters/Player/Comments	MatterPlayer/Comments_ID
mat_player_conversionrate	The rate by which a foreign currency amount is converted to the base currency in terms of invoices that involve a player on a matter.	Matters/Player/Conversion Rate	MatterPlayer/ConversionRate
mat_player_currencytype	The type of currency in which an invoice that involves a player on a matter is expressed.	Matters/Player/Currency Type	MatterPlayer/Currency_CD
mat_player_ecuserfields_comments	The value of a user field on the Player tab if it is a data type of Comments.	Dependent on configuration	UserField/Comments_ID
mat_player_ecuserfields_description	Any description (such as Comment Field or Lookup Field) entered for a user field on the Player tab .	Dependent on configuration	UserField/Description
mat_player_ecuserfields_multiselect	If a user field on the Player tab is a multi-select field, the value selected.	Dependent on configuration	UserField/UserFieldProfile_ID
mat_player_ecuserfields_selectentity	If a user field on the Player tab is a Select – Entity field, the entity selected.	Dependent on configuration	UserField/EntityField_EID
mat_player_ecuserfields_selectmatter	If a user field on the Player tab is a Select – Matter field, the matter selected.	Dependent on configuration	UserField/MatterField_ID
mat_player_ecuserfields_selectperson	If a user field on the Player tab is a Select – Person field, the person selected.	Dependent on configuration	UserField/EntityField_EID
mat_player_ecuserfields_tabid	The identifier of the Player tab in the Matters module for which you want to retrieve user fields.	Dependent on configuration	UserField/Tab_ID
mat_player_ecuserfields_userfieldprofileid	The identifier of the user field on the Player tab in the Matters module for which you want to retrieve user field values.	Dependent on configuration	UserField/UserFieldProfile_ID
mat_player_ecuserfields_userfieldvalue	The value entered for a user field on the Player tab in the Matters module.	Dependent on configuration	UserField/UserFieldValue
mat_player_enddate	The ending date for the player's involvement with the matter.	Matters/Player/End Date	MatterPlayer/EndDate
mat_player_enddate_datetype	The ending date (formatted as YYYY/MM/DD by default) for the player's involvement with the matter.	Matters/Player/End Date	MatterPlayer/EndDate
mat_player_firstname	The first name of a player on a matter.	People/Base Info/First Name	Person/FirstName
mat_player_foldercd	An indication of the type of entity (court, company, or person) that is a player on a matter.	N/A	Entity/Folder_CD
mat_player_gender	The gender (“M” for Male, “F” for Female, or “U” for Unknown) of a person who is a player on a matter.	People/Base Info/Gender	Person/Gender

HotDocs Variables for eCounsel Document Assembly Table 24

Variable Name	Description	Module/Tab/Field	Table/Field
mat_player_gender1	Based on the gender of the person who is a player on a matter, a form of address (he/she/they) for correspondence.	N/A	N/A
mat_player_gender2	Based on the gender of the person who is a player on a matter, a form of address (him/her/them) for correspondence.	N/A	N/A
mat_player_gender3	Based on the gender of the person who is a player on a matter, a form of address (his/her/their) for correspondence.	N/A	N/A
mat_player_lastname	The surname of a player on a matter.	People/Base Info/Middle Name	Person/LastName
mat_player_middle	The middle name of a player on a matter.	People/Base Info/Last Name	Person/Middle
mat_player_name	The name of the person who is a player for the matter.	Matters/Player/Player	MatterPlayer/MatterPlayer_ID
mat_player_playertype	A classification (such as Assigned Staff) for a player on a matter.	Matters/Player/Player Type	MatterPlayer/PlayerType_CD
mat_player_prefix	The salutation to be used for a person who is a player on a matter.	People/Base Info/Prefix	Person/Salutation
mat_player_primarycontractor	The entity for which the player on a matter is an employee.	Matters/Player/Primary Contractor	MatterPlayer/PrimaryContractor_EID
mat_player_role	The function of the player for the matter.	Matters/Player/Role	MatterPlayer/Role_CD
mat_player_shortname	If the player on a matter is a person, the concatenated name of the person (last name, first name middle name).	N/A	Entity/ShortName
mat_player_shortname_company	If the player on a matter is a company, the abbreviated name of the company.	Entities/Base Info/Short Name	Entity/ShortName
mat_player_shortname_court	If the player on a matter is a court, the abbreviated name of the court.	Entities/Base Info/Short Name	Entity/ShortName
mat_player_ssn	The Social Security Number of a person who is a player on a matter.	People/Base Info/SSN	Entity/FederalNumber
mat_player_startdate	The beginning date for the player's involvement with the matter.	Matters/Player/Start Date	MatterPlayer/StartDate
mat_player_startdate_datetype	The beginning date (formatted as YYYY/MM/DD by default) for the player's involvement with the matter.	Matters/Player/Start Date	MatterPlayer/StartDate
mat_player_suffix	Any additional information (such as Jr.) for addressing a person who is a player on a matter.	People/Base Info/Suffix	Person/Suffix
mat_playeraddr_address1	The address information from the first line of an address for a person/entity who has been assigned as a player on a matter. Only an address marked as “Is Primary” will be retrieved.	Matters/Player/Contact Information/Contact Info	Address/Address1
mat_playeraddr_address2	The address information from the second line of an address for a person/entity who has been assigned as a player on a matter. Only an address marked as “Is Primary” will be retrieved.	Matters/Player/Contact Information/Contact Info	Address/Address2
mat_playeraddr_address3	The address information from the third line of an address for a person/entity who has been assigned as a player on a matter. Only an address marked as “Is Primary” will be retrieved.	Matters/Player/Contact Information/Contact Info	Address/Address3
mat_playeraddr_address4	The address information from the fourth line of an address for a person/entity who has been assigned as a player on a matter. Only an address marked as “Is Primary” will be retrieved.	Matters/Player/Contact Information/Contact Info	Address/Address4
mat_playeraddr_addresstype	The type of address (such as Registered) for a person/entity who has been assigned as a player on a matter. Only an address marked as “Is Primary” will be retrieved.	Matters/Player/Type	Entity_Address/AddressType_CD
mat_playeraddr_city	The city for an address for a person/entity who has been assigned as a player on a matter. Only an address marked as “Is Primary” will be retrieved.	Matters/Player/Contact Information/Contact Info	Address/City