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 |