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HotDocs Variables for eCounsel Document Assembly Table 27-28

HotDocs Variables for eCounsel Document Assembly Table 27

Variable Name

Description

Module/Tab/Field

Table/Field

mat_recovery_to

The name of the entity or person to whom the costs are being paid.

Matters/Recovery/Recovery To

Matter/RecoveryTo

mat_recovery_type

The classification for the costs recovered for a matter.

Matters/Recovery/Type

Matter/Type_CD

mat_region

A user-defined area applicable to a matter.

Matters/Base Info/Region

Matter/Region_CD

mat_related_ecuserfields_comments

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

Dependent on configuration

UserField/Comments_ID

mat_related_ecuserfields_description

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

Dependent on configuration

UserField/Description

mat_related_ecuserfields_multiselect

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

Dependent on configuration

UserField/UserFieldProfile_ID

mat_related_ecuserfields_selectentity

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

Dependent on configuration

UserField/EntityField_EID

mat_related_ecuserfields_selectmatter

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

Dependent on configuration

UserField/MatterField_ID

mat_related_ecuserfields_selectperson

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

Dependent on configuration

UserField/EntityField_EID

mat_related_ecuserfields_tabid

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

Dependent on configuration

UserField/Tab_ID

mat_related_ecuserfields_userfieldprofileid

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

Dependent on configuration

UserField/UserFieldProfile_ID

mat_related_ecuserfields_userfieldvalue

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

Dependent on configuration

UserField/UserFieldValue

mat_related_mattername

The name of the related matter.

Matters/Related/Related Matter

RelatedMatterName

mat_related_mattertype

The classification (such as Litigation) of the related matter.

Matters/Related/Matter Type

RelatedMatterType

mat_related_relationship

An indication of how the matter is related to the original matter.

Matters/Related/Relationship Type

RelationShip_CD

mat_reopendate

The date a matter was reopened if applicable.

Matters/Base Info/Reopen Date

Matter/ReopenDate

mat_reopendate_datetype

The date (formatted as YYYY/MM/DD by default) that a matter was reopened if applicable.

Matters/Base Info/Reopen Date

Matter/ReopenDate

mat_reserve_authorizedby

The name of the person authorizing the amount to be held in reserve for a matter.

Matters/Reserves/Authorized By

MatterReserve/AuthorizedBy_EID

mat_reserve_comments

Any comment concerning the reserves for a matter.

Matters/Reserves/Comments

MatterReserve/Comments_ID

mat_reserve_conversionrate

The rate by which a foreign currency amount is converted to the base currency in terms of reserves for a matter.

Matters/Reserves/Conversion Rate

MatterReserve/ConversionRate

mat_reserve_currencytype

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

Matters/Reserves/Currency Type

MatterReserve/Currency_CD

mat_reserve_currentreserve

An indication of whether the reserve for the matter is in effect.

Matters/Reserves/Current Reserve

MatterReserve/CurrentReserve

mat_reserve_date

The date the amount was transferred to reserve for a matter.

Matters/Reserves/Reserve Date

MatterReserve/ReserveDate

mat_reserve_date_datetype

The date (formatted as YYYY/MM/DD by default) that the amount was transferred to reserve for a matter.

Matters/Reserves/Reserve Date

MatterReserve/ReserveDate

mat_reserve_description

A summary comment to distinguish the reserver for a matter.

Matters/Reserves/Description

MatterReserve/Description

mat_reserve_ecuserfields_comments

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

Dependent on configuration

UserField/Comments_ID

mat_reserve_ecuserfields_description

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

Dependent on configuration

UserField/Description

mat_reserve_ecuserfields_multiselect

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

Dependent on configuration

UserField/UserFieldProfile_ID

 

 HotDocs Variables for eCounsel Document Assembly Table 28

Variable Name

Description

Module/Tab/Field

Table/Field

mat_reserve_ecuserfields_selectentity

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

Dependent on configuration

UserField/EntityField_EID

mat_reserve_ecuserfields_selectmatter

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

Dependent on configuration

UserField/MatterField_ID

mat_reserve_ecuserfields_selectperson

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

Dependent on configuration

UserField/EntityField_EID

mat_reserve_ecuserfields_tabid

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

Dependent on configuration

UserField/Tab_ID

mat_reserve_ecuserfields_userfieldprofileid

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

Dependent on configuration

UserField/UserFieldProfile_ID

mat_reserve_ecuserfields_userfieldvalue

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

Dependent on configuration

UserField/UserFieldValue

mat_reserve_enddate

The date the amount will no longer be held in reserve for a matter.

Matters/Reserves/End Date

MatterReserve/EndDate

mat_reserve_enddate_datetype

The date (formatted as YYYY/MM/DD by default) that the amount will no longer be held in reserve for a matter.

Matters/Reserves/End Date

MatterReserve/EndDate

mat_reserve_reserveamount1

An amount to be held in reserve for a matter.

Matters/Reserves/Reserve Amount 1

MatterReserve/ReserveAmount1

mat_reserve_reserveamount2

An amount to be held in reserve for a matter.

Matters/Reserves/Reserve Amount 2

MatterReserve/ReserveAmount2

mat_reserve_reserveamount3

An amount to be held in reserve for a matter.

Matters/Reserves/Reserve Amount 3

MatterReserve/ReserveAmount3

mat_reserve_reserveamount4

An amount to be held in reserve for a matter.

Matters/Reserves/Reserve Amount 4

MatterReserve/ReserveAmount4

mat_reserve_reserveamountforeign1

An amount, expressed in a currency other than the base currency, to be held in reserve for a matter.

Matters/Reserves/Reserve Amount Foreign 1

MatterReserve/ReserveAmountForeign1

mat_reserve_reserveamountforeign2

An amount, expressed in a currency other than the base currency, to be held in reserve for a matter.

Matters/Reserves/Reserve Amount Foreign 2

MatterReserve/ReserveAmountForeign2

mat_reserve_reserveamountforeign3

An amount, expressed in a currency other than the base currency, to be held in reserve for a matter.

Matters/Reserves/Reserve Amount Foreign 3

MatterReserve/ReserveAmountForeign3

mat_reserve_reserveamountforeign4

An amount, expressed in a currency other than the base currency, to be held in reserve for a matter.

Matters/Reserves/Reserve Amount Foreign 4

MatterReserve/ReserveAmountForeign4

mat_reserve_reservetype1

The classification (such as Punitive) for a reserve for a matter.

Matters/Reserves/Reserve Type 1

MatterReserve/ReserveType1_CD

mat_reserve_reservetype2

The classification (such as Punitive) for a reserve for a matter.

Matters/Reserves/Reserve Type 2

MatterReserve/ReserveType2_CD

mat_reserve_reservetype3

The classification (such as Punitive) for a reserve for a matter.

Matters/Reserves/Reserve Type 3

MatterReserve/ReserveType3_CD

mat_reserve_reservetype4

The classification (such as Punitive) for a reserve for a matter.

Matters/Reserves/Reserve Type 4

MatterReserve/ReserveType4_CD

mat_state

The state in which a matter was opened.

Matters/Base Info/State

Matter/State_CD

mat_status

The current status (such as Active or Closed) of a matter.

Matters/Base Info/Matter Status

Matter/MatterStatus_CD

mat_subproductservice

A sub-classification within the product or service for a matter.

Matters/Base Info/Sub-product Service

Matter/SubProductService_CD

mat_targetdate

The date a matter should be resolved.

Matters/Base Info/Target Date

Matter/TargetDate

mat_targetdate_datetype

The date (formatted as YYYY/MM/DD by default) that a matter should be resolved.

Matters/Base Info/Target Date

Matter/TargetDate

mat_trademark_allowancedate

The date a Notice of Allowance was received for a trademark.

Matters/Trademark/Allowance Date

Trademark/AllowanceDate

mat_trademark_allowancedate_datetype

The date (formatted as YYYY/MM/DD by default) that a Notice of Allowance was received for a trademark.

Matters/Trademark/Allowance Date

Trademark/AllowanceDate

mat_trademark_applicationnumber

The identifier for the application for a trademark.

Matters/Trademark/Application Number

Trademark/ApplicationNumber

mat_trademark_cancellationdate

The date a trademark was cancelled.

Matters/Trademark/Cancellation Date

Trademark/CancellationDate

mat_trademark_cancellationdate_datetype

The date (formatted as YYYY/MM/DD by default) that a trademark was cancelled.

Matters/Trademark/Cancellation Date

Trademark/CancellationDate

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