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HotDocs Variables for eCounsel Document Assembly Table 31-32

HotDocs Variables for eCounsel Document Assembly Table 31

Variable Name

Description

Module/Tab/Field

Table/Field

peo_baseinfo_birthdate

The date of birth for a person.

People/Base Info/Birth Date

Person/BirthDate

peo_baseinfo_birthdate_datetype

The date (formatted as YYYY/MM/DD by default) of birth for a person.

People/Base Info/Birth Date

Person/BirthDate

peo_baseinfo_birthplace

The place of birth for a person.

People/Base Info/Birth Place

Person/BirthPlace

peo_baseinfo_comments

Any comments entered concerning a person.

People/Base Info/Comments

Person/Comments_ID

peo_baseinfo_deathdate

The date a person died.

People/Base Info/Death Date

Person/DeathDate

peo_baseinfo_deathdate_datetype

The date (formatted as YYYY/MM/DD by default) that a person died.

People/Base Info/Death Date

Person/DeathDate

peo_baseinfo_driverslicense

The identifier for a person’s driver’s license.

People/Base Info/DL Number

Person/DriversLicense

peo_baseinfo_firstname

The first name of a person.

People/Base Info/First Name

Person/FirstName

peo_baseinfo_fullname

The concatenated name of the person.

People/People List/Name

Entity/Name

peo_baseinfo_gender

The gender (“M” for Male, “F” for Female, or “U” for Unknown) of a person.

People/Base Info/Gender

Person/Gender

peo_baseinfo_internal

An indication of whether the entity is internal to the client company.

Entity/Base Info/Internal

Entity/Internal

peo_baseinfo_juriscjname

If the person record is shared by Secretariat and eCounsel, the jurisdiction selected for citizenship for a person.

N/A

Person/CitizenJurisdiction_ID

peo_baseinfo_jurisdlname

If the person record is shared by Secretariat and eCounsel, the jurisdiction entered for the driver’s license of a person.

N/A

Person/DriversLicenseJurisdiction_ID

peo_baseinfo_lastname

The surname of a person.

People/Base Info/Last Name

Person/LastName

peo_baseinfo_middle

The middle name of a person.

People/Base Info/Middle Name

Person/Middle

peo_baseinfo_nickname

The nickname of a person.

People/Base Info/Nickname

Person/Nickname

peo_baseinfo_race

The classification for a person’s ethnicity.

People/Base Info/Race Ethnicity

Person/EthnicClassification_CD

peo_baseinfo_salutation

A greeting form to be used for a person.

People/Base Info/Prefix

Person/Salutation

peo_baseinfo_secretary

The name of the person’s secretary.

People/Base Info/Secretary

Person/Secretary

peo_baseinfo_spouse

The name of a person’s spouse.

People/Base Info/Spouse

Person/Spouse

peo_baseinfo_spousessn

If the person record is shared by Secretariat and eCounsel, the Social Security Number of a person’s spouse.

People/Base Info/Spouse SSN

Person/SpouseSSN

peo_baseinfo_ssn

The Social Security Number for a person.

People/Base Info/SSN

Entity/FederalNumber

peo_baseinfo_status

The status (Active or Inactive) of a person.

People/Base Info/Active

Entity/Status_CD

peo_baseinfo_suffix

A suffix (such as Jr.) for a person.

People/Base Info/Suffix

Person/Suffix

peo_baseinfo_timekeeper

An indication of whether the person tracks time for billing.

People/Base Info/Timekeeper

Person/Timekeeper

peo_contactinfo_address1

The address information from the first line of an address for a person.

People/Contact Info/Address

Address/Address1

peo_contactinfo_address2

The address information from the second line of an address for a person.

People/Contact Info/Address

Address/Address2

peo_contactinfo_address3

The address information from the third line of an address for a person.

People/Contact Info/Address

Address/Address3

peo_contactinfo_address4

The address information from the fourth line of an address for a person.

People/Contact Info/Address

Address/Address4

peo_contactinfo_city

The city for an address for a person.

People/Contact Info/City

Address/City

peo_contactinfo_commisprimary

An indication (T or F) if the communication record is the primary record for a person.

People/Contact Info/Is Primary

Communication/IsPrimary

peo_contactinfo_commtype

The type (such as Business Phone) of communication record.

People/Contact Info/Type

Communication/CommunicationType_CD

 

 HotDocs Variables for eCounsel Document Assembly Table 32

Variable Name

Description

Module/Tab/Field

Table/Field

peo_contactinfo_commvalue

The value (such as a phone number or e-mail address) for the communication type.

People/Contact Info/Number

Communication/CommNumber

peo_contactinfo_country

The country for an address for a person.

People/Contact Info/Country

Address/Country

peo_contactinfo_county

The county for an address for a person.

People/Contact Info/County

Address/County

peo_contactinfo_description

The description for an address for a person.

People/Contact Info/Description

Address/Description

peo_contactinfo_isprimary

An indication (T or F) if the address is the primary address for a person.

People/Contact Info/Is Primary

Entity_Address/IsPrimary

peo_contactinfo_region

The region selected for a person’s address.

People/Contact Info/Region

Address/Region

peo_contactinfo_state

The state for an address for a person.

People/Contact Info/State Province

Address/StateProvince

peo_contactinfo_type

The type of address (such as Home) for a person.

People/Contact Info/Type

Entity_Address/AddressType_CD

peo_contactinfo_zip

The postal code for an address for a person.

People/Contact Info/Zip Code

Address/Zip

peo_document_comments

Any comments entered concerning the document for a person.

People/Documents/Comments

Document/Comments_ID

peo_document_date

The date selected for a document for an person.

People/Documents/Document Date

Document/DocumentDate

peo_document_date_datetype

The date (formatted as YYYY/MM/DD by default) selected for a document for an person.

People/Documents/Document Date

Document/DocumentDate

peo_document_description

The description of a document for an person.

People/Documents/Description

Document/Description

peo_document_type

Type type of document record for an person.

People/Documents/Document Type

Document/DocumentType_CD

peo_ecuserfields_comments

The value of a user field if it is a data type of Comments.

Dependent on configuration

UserField/Comments_ID

peo_ecuserfields_description

Any description (such as Comment Field or Lookup Field) entered for a user field in the People module.

Dependent on configuration

UserField/Description

peo_ecuserfields_multiselect

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

Dependent on configuration

UserField/UserFieldProfile_ID

peo_ecuserfields_selectentity

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

Dependent on configuration

UserField/EntityField_EID

peo_ecuserfields_selectmatter

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

Dependent on configuration

UserField/MatterField_ID

peo_ecuserfields_selectperson

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

Dependent on configuration

UserField/EntityField_EID

peo_ecuserfields_tabid

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

Dependent on configuration

UserField/Tab_ID

peo_ecuserfields_userfieldprofileid

The identifier of the user field in the People module for which you want to retrieve user field values.

Dependent on configuration

UserField/UserFieldProfile_ID

peo_ecuserfields_userfieldvalue

The value entered for a user field in the People module.

Dependent on configuration

UserField/UserFieldValue

peo_emp_approvalamount

The amount a person can approve for an invoice.

People/Employment/Amount (Approval)

Company_Person/ApprovalAmount

peo_emp_approvalamountforeign

The amount, expressed in a currency other than the base currency, a person can approve for an invoice.

People/Employment/Approval Amount Foreign

Company_Person/ApprovalAmountForeign

peo_emp_approvalauthority

An indication of whether a person has invoice approval authority.

People/Employment/Approval

Company_Person/ApprovalAuthority

peo_emp_begindate

The date an employee began work at an entity.

People/Employment/Begin Date

Company_Person/BeginDate

peo_emp_begindate_datetype

The date (formatted as YYYY/MM/DD by default) that an employee began work at an entity.

People/Employment/Begin Date

Company_Person/BeginDate

peo_emp_billingmethod

The method (such as Hourly Rate) by which a person submits invoices for a matter.

People/Employment/Billing Method

Company_Person/BillingMethod_CD

peo_emp_billingrate

The amount of currency for the type of billing method for a person.

People/Employment/Primary Rate

Company_Person/BillingRate

peo_emp_billingrateforeign

The amount, expressed in a currency other than the base currency, for the type of billing method for a person.

People/Employment/Primary Rate Foreign

Company_Person/BillingRateForeign

peo_emp_budgetamount

The amount a person can approve for a budget for a matter.

People/Employment/Amount (Budget)

Company_Person/BudgetAmount

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