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HotDocs Variables for eCounsel Document Assembly Table 33-34

HotDocs Variables for eCounsel Document Assembly Table 33

Variable Name

Description

Module/Tab/Field

Table/Field

peo_emp_budgetamountforeign

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

People/Employment/Approval Amount Foreign (Budget)

Company_Person/BudgetAmountForeign

peo_emp_budgetauthority

An indication of whether a person has budget approval authority.

People/Employment/Budget

Company_Person/BudgetAuthority

peo_emp_comments

Any comment concerning a person’s employment.

People/Employment/Comments

Company_Person/Comments_ID

peo_emp_company

The name of the entity employing a person.

People/Employment/Employer

Company_Person/Company_ID

peo_emp_conversionrate

The rate by which a foreign currency amount is converted to the base currency in terms of a person’’s billing rate.

People/Employment/Conversion Rate

Company_Person/ConversionRate

peo_emp_currency

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

People/Employment/Currency

Company_Person/Currency_CD

peo_emp_department

The department for which a person works.

People/Employment/Department

Company_Person/PrimaryDept_CD

peo_emp_enddate

The date employment ended for a person.

People/Employment/End Date

Company_Person/EndDate

peo_emp_enddate_datetype

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

People/Employment/End Date

Company_Person/EndDate

peo_emp_initials

The intials of the person being employed.

People/Employment/Initials

Company_Person/Initials

peo_emp_jobclassification

The type of job done by an employee.

People/Employment/Job Classification

Company_Person/JobClassification_CD

peo_emp_primary

An indication of whether the employee is the primary contact for the entity.

People/Employment/Primary Position

Company_Person/IsPrimary

peo_emp_reserveamount

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

People/Employment/Amount (Reserve)

Company_Person/ReserveAmount

peo_emp_reserveamountforeign

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

People/Employment/Approval Amount Foreign (Reserve)

Company_Person/ReserveAmountForeign

peo_emp_reserveauthority

An indication of whether a person has reserve approval authority

People/Employment/Reserve

Company_Person/ResrveAuthority

peo_emp_settlementauthority

An indication of whether a person has settlement approval authority.

People/Employment/Settlement

Company_Person/SettlementAuthority

peo_emp_settlementlimit

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

People/Employment/Amount (Selttlement)

Company_Person/SettlementLimit

peo_emp_settlementlimitforeign

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

People/Employment/Approval Amount Foreign (Settlement)

Company_Person/SettlementLimitForeign

peo_emp_status

An indication of the status of the employee (either active or inactive).

People/Employment/Active

Company_Person/Status

peo_emp_title

The job title of the employee.

People/Employment/Title

Company_Person/Title

peo_evaluation_comments

Any comments concerning the evaluation of a person’s performance at his/her job.

People/Evaluations/Evaluation Comments

Evaluation/EvaluationComment_ID

peo_evaluation_date

The date a person's performance was evaluated.

People/Evaluations/Evaluation Date

Evaluation/EvaluationDate

peo_evaluation_date_datetype

The date (formatted as YYYY/MM/DD by default) that a person's performance was evaluated.

People/Evaluations/Evaluation Date

Evaluation/EvaluationDate

peo_evaluation_enterdby

The user login ID of the person entering the evaluation.

People/Evaluations/Entered By

Evaluation/EnteredBy

peo_evaluation_enterddate

The date the evaluation was entered.

People/Evaluations/Entered Date

Evaluation/EnteredDate

peo_evaluation_enterddate_datetype

The date (formatted as YYYY/MM/DD by default) that the evaluation was entered.

People/Evaluations/Entered Date

Evaluation/EnteredDate

peo_evaluation_evaluator

The name of the person evaluating the performance.

People/Evaluations/Evaluator

Evaluation/Evaluator

peo_evaluation_mattername

The matter for which the person's job performance is being evaluated.

People/Evaluations/Matter Name

Evaluation/RelatedMatter_ID

peo_evaluation_rating

An indication of a person's performance on a job.

People/Evaluations/Evaluation Rating

Evaluation/EvaluationRating_CD

peo_expertise_areaorg

The area or association with which a person is affiliated or in which a person has expertise.

People/Expertise-Affiliation/Area- Organization

ExpertiseAffiliation/ExpertiseAffiliation_CD

 

HotDocs Variables for eCounsel Document Assembly Table 34

Variable Name

Description

Module/Tab/Field

Table/Field

peo_expertise_begindate

The date an affiliation began or expertise was noted.

People/Expertise-Affiliation/Begin Date

ExpertiseAffiliation/BeginDate

peo_expertise_begindate_datetype

The date (formatted as YYYY/MM/DD by default) that an affiliation began or expertise was noted.

People/Expertise-Affiliation/Begin Date

ExpertiseAffiliation/BeginDate

peo_expertise_enddate

The date an affiliation ended or expertise was no longer used by the person.

People/Expertise-Affiliation/End Date

ExpertiseAffiliation/EndDate

peo_expertise_enddate_datetype

The date (formatted as YYYY/MM/DD by default) that an affiliation ended or expertise was no longer used by the person.

People/Expertise-Affiliation/End Date

ExpertiseAffiliation/EndDate

peo_expertise_type

Either Affiliation or Expertise for a person.

People/Expertise-Affiliation/Type

ExpertiseAffiliation/Type_CD

selectentity

A variable used to return information about a selected entity.

N/A

N/A

selectinvoice

A variable used to return information about a selected invoice.

N/A

N/A

selectmatter

A variable used to return information about a selected matter.

N/A

N/A

selectpeople

A variable used to return information about a selected person.

N/A

N/A

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