HotDocs Variables for eCounsel Document Assembly Table 25-26
HotDocs Variables for eCounsel Document Assembly Table 25
|
Variable Name |
Description |
Module/Tab/Field |
Table/Field |
|
mat_playeraddr_country |
The country 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/Country |
|
mat_playeraddr_description |
The description 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/Description |
Address/Description |
|
mat_playeraddr_isprimary |
An indication (T or F) if the address is the primary address for a person/entity who has been assigned as a player on a matter. |
Matters/Player/Contact Information/Primary |
Entity_Address/IsPrimary |
|
mat_playeraddr_state |
The state 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/StateProvince |
|
mat_playeraddr_zip |
The postal code 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/Zip |
|
mat_playercomm_commnumber |
The information to be used to contact a person/entity who is a player on a matter. |
Matters/Player/Contact Information/Contact Info |
Communication/CommNumber |
|
mat_playercomm_communicationtype |
The type (such as Business Phone) of the contact information for a person/entity who is a player on a matter. |
Matters/Player/Contact Information/Type |
Communication/CommunicationType_CD |
|
mat_playercomm_description |
The name of the contact information for a person/entity who is a player on a matter. |
Matters/Player/Contact Information/Description |
Communication/Description |
|
mat_playercomm_isprimary |
An indication of whether the contact information is the primary method of contacting the person/entity who is a player on a matter. |
Matters/Player/Contact Information/Primary |
Communication/IsPrimary |
|
mat_primaryclientcontact |
The main contact for the client for the matter. The player assigned a role of “Primary Client Contact” will be returned for a matter. |
Matters/Base Info/Primary Client Contact |
Entity/Name |
|
mat_primarylegalcontact |
The main contact within a legal department for a matter. The player assigned a role of “Primary Legal Contact” will be returned for a matter. |
Matters/Base Info/Primary Legal Contact |
Entity/Name |
|
mat_primaryvendorcontact |
The main contact for the vendor for the matter. The player assigned a role of a “Primary Vendor Contact” will be returned for a matter. |
Matters/Base Info/Primary Vendor Contact |
Entity/Name |
|
mat_priority |
An indication of the level of importance of a matter. |
Matters/Base Info/Priority |
Matter/Priority_CD |
|
mat_productservice |
The product or service associated with a matter. |
Matters/Base Info/Products Services |
Matter/ProductService_CD |
|
mat_progressnotes_comments |
The text of a progress note for a matter. |
Matters/Progress Notes/Comments |
Document/Comments |
|
mat_progressnotes_created |
The date a progress note was entered. |
Matters/Progress Notes/Created Date |
Document/CreatedDate |
|
mat_progressnotes_creator |
The name of the user who created a progress note. |
Matters/Progress Notes/Created By |
Document/CreatedBy |
|
mat_progressnotes_description |
A summary comment to distinguish a note from other progress notes. |
Matters/Progress Notes/Description |
Document/Description |
|
mat_progressnotes_documentdate |
A date associated with a progress note. |
Matters/Progress Notes/Document Date |
Document/DocumentDate |
|
mat_progressnotes_documentdate_datetype |
A date (formatted as YYYY/MM/DD by default) associated with a progress note. |
Matters/Progress Notes/Document Date |
Document/DocumentDate |
|
mat_progressnotes_ecuserfields_comments |
The value of a user field on the Progress Notes tab if it is a data type of Comments. |
Dependent on configuration |
UserField/Comments_ID |
|
mat_progressnotes_ecuserfields_description |
Any description (such as Comment Field or Lookup Field) entered for a user field on the Progress Notes tab . |
Dependent on configuration |
UserField/Description |
HotDocs Variables for eCounsel Document Assembly Table 26
|
Variable Name |
Description |
Module/Tab/Field |
Table/Field |
|---|---|---|---|
|
mat_progressnotes_ecuserfields_multiselect |
If a user field on the Progress Notes tab is a multi-select field, the value selected. |
Dependent on configuration |
UserField/UserFieldProfile_ID |
|
mat_progressnotes_ecuserfields_selectentity |
If a user field on the Progress Notes tab is a Select – Entity field, the entity selected. |
Dependent on configuration |
UserField/EntityField_EID |
|
mat_progressnotes_ecuserfields_selectmatter |
If a user field on the Progress Notes tab is a Select – Matter field, the matter selected. |
Dependent on configuration |
UserField/MatterField_ID |
|
mat_progressnotes_ecuserfields_selectperson |
If a user field on the Progress Notes tab is a Select – Person field, the person selected. |
Dependent on configuration |
UserField/EntityField_EID |
|
mat_progressnotes_ecuserfields_tabid |
The identifier of the Progress Notes tab in the Matters module for which you want to retrieve user fields. |
Dependent on configuration |
UserField/Tab_ID |
|
mat_progressnotes_ecuserfields_userfieldprofileid |
The identifier of the user field on the Progress Notes tab in the Matters module for which you want to retrieve user field values. |
Dependent on configuration |
UserField/UserFieldProfile_ID |
|
mat_progressnotes_ecuserfields_userfieldvalue |
The value entered for a user field on the Progress Notes tab in the Matters module. |
Dependent on configuration |
UserField/UserFieldValue |
|
mat_recovery_amount |
The amount of costs recovered for a matter. |
Matters/Recovery/Amount |
MatterRecovery/Amount |
|
mat_recovery_amountforeign |
The amount, expressed in a currency other than the base currency, of costs recovered for a matter. |
Matters/Recovery/Amount Foreign |
MatterRecovery/AmountForeign |
|
mat_recovery_comments |
Any comment concerning the recovery of costs for a matter. |
Matters/Recovery/Comments_ID |
Matter/Comments_ID |
|
mat_recovery_conversionrate |
The rate by which a foreign currency amount is converted to the base currency in terms of recovery costs for a matter. |
Matters/Recovery/Conversion Rate |
Matter/ConversionRate |
|
mat_recovery_currencytype |
The type of currency in which recovery costs for a matter is expressed. |
Matters/Recovery/Currency Type |
Matter/Currency_CD |
|
mat_recovery_date |
The date the costs were recovered for a matter. |
Matters/Recovery/Recovery Date |
Matter/RecoveryDate |
|
mat_recovery_date_datetype |
The date (formatted as YYYY/MM/DD by default) that the costs were recovered for a matter. |
Matters/Recovery/Recovery Date |
Matter/RecoveryDate |
|
mat_recovery_ecuserfields_comments |
The value of a user field on the Recovery tab if it is a data type of Comments. |
Dependent on configuration |
UserField/Comments_ID |
|
mat_recovery_ecuserfields_description |
Any description (such as Comment Field or Lookup Field) entered for a user field on the Recovery tab . |
Dependent on configuration |
UserField/Description |
|
mat_recovery_ecuserfields_multiselect |
If a user field on the Recovery tab is a multi-select field, the value selected. |
Dependent on configuration |
UserField/UserFieldProfile_ID |
|
mat_recovery_ecuserfields_selectentity |
If a user field on the Recovery tab is a Select – Entity field, the entity selected. |
Dependent on configuration |
UserField/EntityField_EID |
|
mat_recovery_ecuserfields_selectmatter |
If a user field on the Recovery tab is a Select – Matter field, the matter selected. |
Dependent on configuration |
UserField/MatterField_ID |
|
mat_recovery_ecuserfields_selectperson |
If a user field on the Recovery tab is a Select – Person field, the person selected. |
Dependent on configuration |
UserField/EntityField_EID |
|
mat_recovery_ecuserfields_tabid |
The identifier of the Recovery tab in the Matters module for which you want to retrieve user fields. |
Dependent on configuration |
UserField/Tab_ID |
|
mat_recovery_ecuserfields_userfieldprofileid |
The identifier of the user field on the Recovery tab in the Matters module for which you want to retrieve user field values. |
Dependent on configuration |
UserField/UserFieldProfile_ID |
|
mat_recovery_ecuserfields_userfieldvalue |
The value entered for a user field on the Recovery tab in the Matters module. |
Dependent on configuration |
UserField/UserFieldValue |
|
mat_recovery_from |
The name of the entity or person from whom the costs were recovered for a matter. |
Matters/Recovery/Recovery From |
Matter/RecoveryFrom |