2) DocuSign Data Labels

SecurityTrax 'Field Names' For Use in DocuSign

Instructions on how to use these Field Names on your DocuSign templates can be found in the steps on the next page. It's not necessary to use all of the Field Names below. (The 'ITEM' is only for reference and isn't used on your templates.)

Note that while in DocuSign you don't have to create custom fields, simply use the 'text' field found in DocuSign. Additionally, if you need a specific Field Name that isn't available below, please create a SecurityTrax Ticket and provide details.

Customer Contact Field Names

ITEM	SECURITYTRAX FIELD NAME	DEFINITION	SAMPLE (where applicable)
1a	ST_CustomerName	Customer's first and last name (will be combined on one line)
2a	ST_CustomerFirstName	Customer's first name only
3a	ST_CustomerLastName	Customer's last name only
4a	ST_Birthdate	Main Customer's birthdate	MM/DD/YYYY
5a	ST_Spouse	Spouse's name of the main Customer
6	ST_BusinessName	Used when the Customer account is a business
6a	ST_BusinessContact	The name of the Business Contact
7a	ST_CustomerStreetAddress	Customer's street address (will be combined on one line)
8a	ST_CustomerCity	City in which the Customer is located
9a	ST_CustomerState	State in which the Customer is located
10a	ST_CustomerZip	Customer's zip code
11a	ST_CustomerFullAddress	Customer's full street address, city, state, zip code (will be placed on one line)
12a	ST_CustomerPhone1	Customer's primary phone number
13	ST_CustomerPhone2	Customer's cell phone number
13a	ST_CustomerPhone3	Customer's work phone number
14a	ST_HomePhone	Uses the same number as the primary phone if the account is marked residential
15a	ST_BusinessPhone	Uses the same number as the primary phone if the account is marked commercial
16a	ST_CustomerEmailAddress	Customer's email address
17a	ST_LeadHomeOwnership	Does the lead own their home	Own, Rent, Lease, Other
18a	ST_CustomerCounty	Displays the Customer's County

Customer Account Details Field Names

ITEM	SECURITYTRAX FIELD NAME	DEFINITION	SAMPLE (where applicable)
1b	ST_MonitoringAccountNumber	The Customer account number for the Central Station
2b	ST_ADCCustomerID	The Alarm.com ID for the Customer
3b	ST_ContractType	Type of contract	Residential or Commercial
4b	ST_IsCommercial	Used on a commercial job	Yes or No
5b	ST_IsResidential	Used on a residential job	Yes or No
6b	ST_TimeZone	Time zone of installation
7b	ST_MonthlyPayment	Total amount owed by the Customer per month
8b	ST_ContractTerm	Duration of contract period in months
9b	ST_TermTotal	Monthly payment multiplied by the total number of months of the contract
10b	ST_WarrantyName	The warranty term selected for the Customer
11b	ST_SaleDate	The Sales Date found on the Customer Record under Sale Information.
12b	ST_SalesRepNumber	A number associated with the SecurityTrax User who is the Sales Rep for the Customer
13b	ST_SalesRepName	The name of the SecurityTrax User who is the Sales Rep for the Customer
14b	ST_InstallTechName	The name of the SecurityTrax User who is the Technician that will be installing the equipment for the Customer
15b	ST_IsPrewire	Used if the job is a prewire	Yes or No
16b	ST_IsWireless	Used if the job is wireless	Yes or No
17b	ST_ConfirmationCode	Confirmation number provided by the Central Station when the panel first communicates with the Central Station
18b	ST_CrossStreet	The cross street for the Customer
19b	ST_EstimatedStartDate	Estimated start date for installation
20b	ST_EstimatedCompletionDate	Estimated installation completion date
21b	ST_DiscountAffiliateName	The discount affiliate name	AAA, AARP, & Farm Bureau
22b	ST_DiscountAffiliateMemberNumber	The member number of the discount affiliate
23b	ST_CustomerID	The ID given to a Customer by your copy of SecurityTrax
24b	ST_MonitoringPlan	Values found in the Monitoring Plan drop down menu on the Customer Record. Note: The values found in this drop down must be added by a SecurityTrax developer.
25b	ST_InteractiveServicesProviders	Values found in the Interactive Services Providers drop down menu on the Customer Record
26b	ST_RebateCheck	Displays the rebate check amount field
27b	ST_ReceiverNumber	The Customer receiver number for the Central Station

Customer Account Features Field Names

ITEM	SECURITYTRAX FIELD NAME	DEFINITION	SAMPLE (where applicable)
1c	ST_IsTwoWayVoice	Found at the bottom of the Customer Record screen as a checkbox in the Service section	true or false
2c	ST_IsCellularBackup	Found at the bottom of the Customer Record screen as a checkbox in the Service section	true or false
3c	ST_IsInvestigatorResponse	Found at the bottom of the Customer Record screen as a checkbox in the Service section (Guard Service)	true or false
4c	ST_InvestigatorResponsePrice	The dollar amount from the Guard Fee under the Emergency Contacts on a Customer Record
5c	ST_IsMonthlyProcessingFee	Found at the bottom of the Customer Record screen as a checkbox in the Service section (Invoicing)	true or false

Customer Credit Field Names

ITEM	SECURITYTRAX FIELD NAME	DEFINITION	SAMPLE (where applicable)
1d	ST_SocialSecurityNumber	Masked version of the Customer's SSN	XXX-XX-1111
2d	ST_CustomerLast4SSN	Last four digits of Customer's SSN	1111
3d	ST_CustomerCreditScore	Customer's credit score

Dealer Field Names

ITEM	SECURITYTRAX FIELD NAME	DEFINITION	SAMPLE (where applicable)
1e	ST_DealerNumber	Dealer number	1234567
2e	ST_DealerLicenseNumber	Your dealer license number
3e	ST_DealerInfo	The Dealer company name, street address, city, state, and zip code
4e	ST_DealerName	Company name of your dealership	AAA Security
5e	ST_DealerPhone	Main phone number for your dealership
6e	ST_DealerStreetAddress1	Address line 1 of your dealership
7e	ST_DealerStreetAddress2	Address line 2 of your dealership
8e	ST_DealerCity	The city where your dealership is located
9e	ST_DealerState	The state where your dealership is located
10e	ST_DealerZip	The zip code for your dealership
11e	ST_DealerBranchAddress	Dealer city, state, and zip code
12e	ST_SubContractorName1	Company name of the dealership
13e	ST_SubContractor1Address1	Street address of the dealership
14e	ST_SubContractor1Address2	City, state, and zip code of the dealership
15e	ST_SubContractor1Phone	Main phone number for your dealership

Emergency Contact Field Names

ITEM	SECURITYTRAX FIELD NAME	DEFINITION	SAMPLE (where applicable)
1f	ST_PoliceNameAndLocation	Customer's Police station name associated with Police in the Emergency Contacts on a Customer Record
2f	ST_PolicePhone	Phone number for Customer's Police station associated with Police in the Emergency Contacts on a Customer Record
3f	ST_PermitNumber	The permit number associated with Police in the Emergency Contacts on a Customer Record
4f	ST_FireNameAndLocation	Customer's Firestaion name and address in the Emergency Contacts on a Customer Record
5f	ST_FirePhone	Phone number for Customer's Firestation in the Emergency Contacts on a Customer Record
6f	ST_FirePermitNumber	The permit number associated with Fire in the Emergency Contacts on a Customer Record
7f	ST_MedicalAmbulanceName	Customer's hospital name in the Emergency Contacts on a Customer Record
8f	ST_MedicalAmbulancePhone	Customer's hospital phone number in the Emergency Contacts on a Customer Record
9f	ST_InvestigatorResponseName	Customer's Guard name in the Emergency Contacts on a Customer Record
10f	ST_InvestigatorResponsePhone	Customer's Guard phone in the Emergency Contacts on a Customer Record
11f	ST_Password	Customer's abort code for their Central Station
12f	ST_EmergencyContact1	Customer's first emergency contact
13f	ST_EmergencyContact1Phone	Phone number for Customer's first emergency contact
14f	ST_ECP1	Main phone number type for Customer's first emergency contact
15f	ST_EmergencyContact1Email	Email address for Customer's first emergency contact
16f	ST_EmergencyContact2	Customer's second emergency contact
17f	ST_EmergencyContact2Phone	Phone number for Customer's second emergency contact
18f	ST_ECP2	Main phone number type for Customer's second emergency contact
19f	ST_EmergencyContact2Email	Email address for Customer's second emergency contact
20f	ST_EmergencyContact3	Customer's third emergency contact
21f	ST_EmergencyContact3Phone	Phone number for Customer's third emergency contact
22f	ST_ECP3	Main phone number type for Customer's third emergency contact
23f	ST_EmergencyContact3Email	Email address for Customer's third emergency contact
24f	ST_EmergencyContact4	Customer's forth emergency contact
25f	ST_EmergencyContact4Phone	Phone number for Customer's forth emergency contact
26f	ST_ECP4	Main phone number type for Customer's forth emergency contact
27f	ST_EmergencyContact4Email	Email address for Customer's forth emergency contact

Bank Information Field Names

The bank account marked as the default payment will be the one used to populate the fields on your contract.

ITEM	SECURITYTRAX FIELD NAME	DEFINITION	SAMPLE (where applicable)
1g	ST_BillingBankAccountType	The type of bank account the Customer is using	Checking, Savings, Other
2g	ST_BankAccountBillingFrequency	The billing cycle for the Customer	Monthly, Quarterly, Annually, Semi-Annually
3g	ST_DefaultBillingDayBank	Day of the month the Customer's bank account will be charged	1 thru 31
4g	ST_BankName	Name of the Customer's bank
5g	ST_BankRoutingNumber	Customer's bank routing number
6g	ST_BankAccountNumber	Customer's bank account number
7g	ST_NameOnBankAccount	Name on Customer's bank account
8g	ST_BankCustomerStreetAddress	Street address for Customer's bank
9g	ST_BankCustomerCity	City in which Customer's bank is located
10g	ST_BankCustomerState	State in which Customer's bank is located
11g	ST_BankCustomerZip	Zip code for Customer's bank
12g	ST_IsTotalMonthlyServiceCharges_BankAccount	If Bank Account is the method of payment	true
13g	ST_BankActivationUse	One-time payment thru ACH transfer for the Activation (installation) fee	true or false
14g	ST_BankMonitoringUse	One-time payment thru ACH transfer for Monthly Monitoring fee	true or false
15g	ST_BankServiceUse	One-time payment thru ACH transfer for a Service fee	true or false

Credit Card Field Names

The credit card marked as the default payment will be the one used to populate the fields on your contract.

ITEM	SECURITYTRAX FIELD NAME	DEFINITION	SAMPLE (where applicable)
1h	ST_CreditCardBillingFrequency	The billing cycle for the Customer	Monthly, Quarterly, Annually, Semi-Annually
2h	ST_DefaultBillingDayCC	Day of the month the Customer's credit card will be charged
3h	ST_CreditCardType	Type of credit card used by Customer	Visa, MasterCard, American Express, Discover, Other
4h	ST_CreditCardNumber	Customer's credit card number
5h	ST_CreditCardExpiration	Expiration date of Customer's credit card
6h	ST_CreditCardHolderName	Customer name on credit card
7h	ST_CreditCardCustomerStreetAddress	Street address for Customer's credit card
8h	ST_CreditCardCustomerCity	City in which Customer's credit card company is located
9h	ST_CreditCardCustomerState	State in which Customer's credit card company is located
10h	ST_CreditCardCustomerZip	Zip code for Customer's credit card company
11h	ST_IsTotalMonthlyServiceCharges_CreditCard	If Credit Card is the method of payment	true
12h	ST_CreditCardActivationUse	One-time payment with a credit card for the Activation (installation) fee	true or false
13h	ST_CreditCardMonitoringUse	One-time payment with a credit card for a Monthly Monitoring	true or false
14h	ST_CreditCardServiceUse	One-time payment with a credit card for a Service fee	true or false

Payment Detail Field Names

ITEM	SECURITYTRAX FIELD NAME	DEFINITION	SAMPLE (where applicable)
1i	ST_PaymentType	How Customer will be paying on a monthly basis	Credit Card, Bank Account, or Invoicing
2i	ST_PaymentWithdrawlDate	Monthly date payment will be withdrawn from Customer's bank account
3i	ST_InvoiceBillingFrequency	The billing cycle for the Customer	Monthly, Quarterly, Annually, Semi-Annually
4i	ST_TaxRate	Tax rate charged to the Customer
5i	ST_DefaultBillingNickname	Information placed in the Nickname field of the Customer or entity being billed for the Default Billing Method
6i	ST_DefaultBillingNote	Information placed in the Note field of the Customer or entity being billed for the Default Billing Method
7i	ST_DefaultBillingAddress	Street Address of the Customer or entity being billed for the Default Billing Method
8i	ST_DefaultBillingCity	City of the Customer or entity being billed for the Default Billing Method
9i	ST_DefaultBillingState	State in which the Customer or entity being billed is located for the Default Billing Method
10i	ST_DefaultBillingZip	Zip Code in which the Customer or entity being billed is locagted for the Default Billing Method

Invoice Line Item Field Names

Invoice Line Items can be pushed directly to your DocuSign contract templates using Field Names in this section. SecurityTrax will use the latest invoice. Meaning, the latest invoice should represent what is wanted on the contract. However, customizations are available. Please submit details of your use case in a SecurityTrax Ticket.

Items 1j through 8j would typically be used for one Invoice Line Item, though it's not required.

Change '01' in the Field Name to '02','03' and so on for each invoice line item. SecurityTrax will search for these Field Names and consolidate the line items into one. (For example, if the latest invoice shows six door sensors, all six sensors will be consolidated onto one line item as opposed to being listed six diffent times on the contract). There is a limit of 20 total line items which are used for consolidation.

DocuSign provides formulas in their templates for all calculations.

ITEM	SECURITYTRAX FIELD NAME	DEFINITION	SAMPLE (where applicable)
1j	ST_InvoiceLineItemProdCode01	Value from the Item column on the invoice
2j	ST_InvoiceLineItemQty01	Quantity of Equipment selected
3j	ST_InvoiceLineItemDescription01	Value from the Description column on the invoice
4j	ST_InvoiceLineItemCost01	Price the Customer will pay for the line item
5j	ST_InvoiceLineItemUnitCost01	Price the Customer will pay per piece of Equipment
6j	ST_InvoiceLineItemSalesTaxRate01	Sales tax percentage
7j	ST_InvoiceLineItemSalesTaxAmount01	Amount charged to the Customer for sales tax for the line item
8j	ST_InvoiceLineItemTotalAmount01	Total price for a line item including Equipment and sales tax
9j	ST_InvoiceTotalTaxAmount	Calculates the total of all sales tax
10j	ST_InvoiceTotalAmount	Calculates the total of all equipment and sales tax
11j	ST_InvoiceInternalNote	Displays the internal note on the invoice
12j	ST_InvoiceExternalNote	Displays the external note on the invoice

Equipment Field Names

Items 1k through 9k would typically be used for one piece of equipment, though it's not required.

Change '02' in the Field Name to '03','04' and so on for each piece of equipment. SecurityTrax will search for these Field Names and consolidate your equipment into them. (For example, if a Customer purchases six door sensors all six sensors will be consolidated onto one line item as opposed to being listed six different times on the contract).

DocuSign provides formulas in their templates for all calculations.

NOTE: '02' in the Field Name signifies the first piece of equipment. 'ST_EqCost01' is reserved for the Activation Fee so that it can be listed as a piece of equipment if desired.

ITEM	SECURITYTRAX FIELD NAME	DEFINITION	SAMPLE (where applicable)
1k	ST_EqProdCode02	Model field from the equipment screen
2k	ST_EqQty02	Quantity of equipment selected
3	ST_EqDescription02	Name field from the equipment screen
3k	ST_EquipmentDescription02	Equipment Description field from the equipment screen
4k	ST_EqCost02	Charge to the Customer for the piece of equipment. This will include the total for like pieces of equipment when combined on the DocuSign template.
5k	ST_EqUnitCost02	Charge to the Customer for the individual piece of equipment.
6k	ST_TotalEquipmentCharge	Total retail price that the customer will be paying for the equipment.
7k	ST_EqZone02	This pulls in the zone name for a given piece of equipment.
8k	ST_EqZoneNumber02	This pulls in the zone number for a given piece of equipment.
9k	ST_EqWireType02	This provides the wire type for a given piece of equipment (existing, hardwire, pre-wired, wireless)