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HotDocs Variables for eCounsel Document Assembly Table 23-24

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

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