Documentation

DocuSign Data Labels

Data labels are special field names you place on text fields in your DocuSign templates. When SecurityTrax creates an envelope, it recognizes these labels and fills in the corresponding customer and account data automatically.

To use a data label, add a text field to your DocuSign template, uncheck Required Field, enable Read Only, and enter the label name (e.g., ST_CustomerName) in the Data Label field under Advanced settings. See Creating DocuSign templates for the full setup steps.

Customer contact

Data label What it populates
ST_CustomerName Customer's first and last name combined on one line.
ST_CustomerFirstName Customer's first name only.
ST_CustomerLastName Customer's last name only.
ST_Birthdate Customer's birthdate.
ST_Spouse Spouse's name.
ST_BusinessName Business name (for commercial accounts).
ST_BusinessContact Name of the business contact.
ST_CustomerStreetAddress Street address on one line.
ST_CustomerCity City.
ST_CustomerState State.
ST_CustomerZip Zip code.
ST_CustomerFullAddress Full address — street, city, state, and zip on one line.
ST_CustomerCounty County.
ST_CustomerPhone1 Primary phone number.
ST_CustomerPhone2 Cell phone number.
ST_CustomerPhone3 Work phone number.
ST_HomePhone Same as primary phone for residential accounts.
ST_BusinessPhone Same as primary phone for commercial accounts.
ST_CustomerEmailAddress Email address.
ST_LeadHomeOwnership Whether the lead owns their home.

Customer account details

Data label What it populates
ST_MonitoringAccountNumber Central station account number.
ST_ADCCustomerID Alarm.com customer ID.
ST_ContractType Type of contract.
ST_IsCommercial Whether the job is commercial.
ST_IsResidential Whether the job is residential.
ST_TimeZone Time zone of the installation.
ST_MonthlyPayment Total monthly amount owed by the customer.
ST_ContractTerm Contract duration in months.
ST_TermTotal Monthly payment multiplied by contract months.
ST_WarrantyName Warranty term selected for the customer.
ST_SaleDate Sale date from the customer record.
ST_SalesRepNumber Sales rep number.
ST_SalesRepName Sales rep name.
ST_InstallTechName Installing technician name.
ST_IsPrewire Whether the job is a prewire.
ST_IsWireless Whether the job is wireless.
ST_ConfirmationCode Central station confirmation number.
ST_CrossStreet Cross street for the customer.
ST_EstimatedStartDate Estimated installation start date.
ST_EstimatedCompletionDate Estimated installation completion date.
ST_DiscountAffiliateName Discount affiliate name.
ST_DiscountAffiliateMemberNumber Discount affiliate member number.
ST_CustomerID SecurityTrax customer ID.
ST_MonitoringPlan Monitoring plan selection.
ST_InteractiveServicesProviders Interactive services provider selection.
ST_RebateCheck Rebate check amount.
ST_ReceiverNumber Central station receiver number.

Customer account features

Data label What it populates
ST_IsTwoWayVoice Two-way voice enabled.
ST_IsCellularBackup Cellular backup enabled.
ST_IsInvestigatorResponse Guard service enabled.
ST_InvestigatorResponsePrice Guard fee amount.
ST_IsMonthlyProcessingFee Monthly processing fee (invoicing).

Customer credit

Data label What it populates
ST_SocialSecurityNumber SSN (masked).
ST_CustomerLast4SSN Last four digits of SSN.
ST_CustomerCreditScore Credit score.

Dealer

Data label What it populates
ST_DealerNumber Dealer number.
ST_DealerLicenseNumber Dealer license number.
ST_DealerInfo Company name, street address, city, state, and zip combined.
ST_DealerName Company name.
ST_DealerPhone Main phone number.
ST_DealerStreetAddress1 Address line 1.
ST_DealerStreetAddress2 Address line 2.
ST_DealerCity City.
ST_DealerState State.
ST_DealerZip Zip code.
ST_DealerBranchAddress City, state, and zip combined.
ST_SubContractorName1 Subcontractor company name.
ST_SubContractor1Address1 Subcontractor street address.
ST_SubContractor1Address2 Subcontractor city, state, and zip.
ST_SubContractor1Phone Subcontractor phone number.

Emergency contacts

Data label What it populates
ST_PoliceNameAndLocation Police station name and address.
ST_PolicePhone Police station phone number.
ST_PermitNumber Police permit number.
ST_FireNameAndLocation Fire station name and address.
ST_FirePhone Fire station phone number.
ST_FirePermitNumber Fire permit number.
ST_MedicalAmbulanceName Hospital name.
ST_MedicalAmbulancePhone Hospital phone number.
ST_InvestigatorResponseName Guard service name.
ST_InvestigatorResponsePhone Guard service phone number.
ST_Password Customer's central station abort code.
ST_EmergencyContact1 First emergency contact name.
ST_EmergencyContact1Phone First emergency contact phone.
ST_ECP1 First emergency contact phone type.
ST_EmergencyContact1Email First emergency contact email.
ST_EmergencyContact2 Second emergency contact name.
ST_EmergencyContact2Phone Second emergency contact phone.
ST_ECP2 Second emergency contact phone type.
ST_EmergencyContact2Email Second emergency contact email.
ST_EmergencyContact3 Third emergency contact name.
ST_EmergencyContact3Phone Third emergency contact phone.
ST_ECP3 Third emergency contact phone type.
ST_EmergencyContact3Email Third emergency contact email.
ST_EmergencyContact4 Fourth emergency contact name.
ST_EmergencyContact4Phone Fourth emergency contact phone.
ST_ECP4 Fourth emergency contact phone type.
ST_EmergencyContact4Email Fourth emergency contact email.

Bank information

Data label What it populates
ST_BillingBankAccountType Bank account type (checking, savings).
ST_BankAccountBillingFrequency Billing cycle for bank account payments.
ST_DefaultBillingDayBank Day of month the account is charged.
ST_BankName Bank name.
ST_BankRoutingNumber Bank routing number.
ST_BankAccountNumber Bank account number.
ST_NameOnBankAccount Name on the bank account.
ST_BankCustomerStreetAddress Bank billing street address.
ST_BankCustomerCity Bank billing city.
ST_BankCustomerState Bank billing state.
ST_BankCustomerZip Bank billing zip code.
ST_IsTotalMonthlyServiceCharges_BankAccount Whether bank account is the payment method.
ST_BankActivationUse One-time ACH payment for activation fee.
ST_BankMonitoringUse One-time ACH payment for monthly monitoring.
ST_BankServiceUse One-time ACH payment for service fee.

Credit card

Data label What it populates
ST_CreditCardBillingFrequency Billing cycle for credit card payments.
ST_DefaultBillingDayCC Day of month the card is charged.
ST_CreditCardType Card type (Visa, MasterCard, etc.).
ST_CreditCardNumber Card number.
ST_CreditCardExpiration Card expiration date.
ST_CreditCardHolderName Name on the card.
ST_CreditCardCustomerStreetAddress Card billing street address.
ST_CreditCardCustomerCity Card billing city.
ST_CreditCardCustomerState Card billing state.
ST_CreditCardCustomerZip Card billing zip code.
ST_IsTotalMonthlyServiceCharges_CreditCard Whether credit card is the payment method.
ST_CreditCardActivationUse One-time card payment for activation fee.
ST_CreditCardMonitoringUse One-time card payment for monthly monitoring.
ST_CreditCardServiceUse One-time card payment for service fee.

Payment details

Data label What it populates
ST_PaymentType Monthly payment method.
ST_PaymentWithdrawlDate Monthly withdrawal date from bank account.
ST_InvoiceBillingFrequency Billing cycle.
ST_TaxRate Tax rate charged to the customer.
ST_DefaultBillingNickname Nickname on the default billing entity.
ST_DefaultBillingNote Note on the default billing method.
ST_DefaultBillingAddress Default billing street address.
ST_DefaultBillingCity Default billing city.
ST_DefaultBillingState Default billing state.
ST_DefaultBillingZip Default billing zip code.

Invoice line items

Line item labels use numbered suffixes (01 through 20) for multiple items. SecurityTrax populates these from the customer's most recent invoice.

Data label pattern What it populates
ST_InvoiceLineItemProdCode01 Item code from the invoice.
ST_InvoiceLineItemQty01 Quantity.
ST_InvoiceLineItemDescription01 Description from the invoice.
ST_InvoiceLineItemCost01 Customer price for the line item.
ST_InvoiceLineItemUnitCost01 Price per unit.
ST_InvoiceLineItemSalesTaxRate01 Sales tax percentage for the line item.
ST_InvoiceLineItemSalesTaxAmount01 Sales tax amount for the line item.
ST_InvoiceLineItemTotalAmount01 Total including tax for the line item.
ST_InvoiceTotalTaxAmount Total sales tax across all line items.
ST_InvoiceTotalAmount Grand total across all line items including tax.
ST_InvoiceInternalNote Internal note on the invoice.
ST_InvoiceExternalNote External note on the invoice.

Tip. Change the suffix number to populate additional line items — ST_InvoiceLineItemDescription02, ST_InvoiceLineItemDescription03, and so on up to 20. DocuSign formula fields can calculate totals across these numbered fields.

Equipment

Equipment labels use numbered suffixes for multiple items. Similar items are consolidated into a single line.

Data label pattern What it populates
ST_EqProdCode02 Equipment model/product code.
ST_EqQty02 Quantity.
ST_EqDescription02 Equipment name.
ST_EquipmentDescription02 Equipment description field.
ST_EqCost02 Customer charge for the equipment.
ST_EqUnitCost02 Per-unit charge.
ST_TotalEquipmentCharge Total retail price for all equipment.
ST_EqZone02 Zone name.
ST_EqZoneNumber02 Zone number.
ST_EqWireType02 Wire type (existing, hardwire, wireless, etc.).
ST_CustomerEqName01 Equipment name (customer equipment variant).
ST_CustomerEqZone01 Zone name (customer equipment variant).
ST_CustomerEqZoneNumber01 Zone number (customer equipment variant).
ST_CustomerEqWireType01 Wire type (customer equipment variant).
ST_CustomerEqNotes01 Equipment notes (customer equipment variant).

Note. Change the suffix number for additional equipment entries — ST_EqProdCode03, ST_EqProdCode04, etc.

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