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How to Use Conditional Logic in Document Templates?

Conditional logic in document templates for more tailored solutions.

Devanshi Kackar avatar
Written by Devanshi Kackar
Updated over a month ago

Conditional logic in document templates empowers users to create dynamic and personalized documents tailored to specific scenarios or conditions. Whether you're drafting contracts or proposals, understanding how to use conditional logic effectively can streamline your document automation in Lawcus.

For Windows users: Steps to Conditional Logic

  1. Open Microsoft Word. Go to the Insert tab.

  2. Click Quickparts and select Field from the dropdown.

  3. Under the Field names list, select If.

  4. Under Field Codes, enter your conditional statement. For example: IF "{{ADDRESS_BILLING_CITY}}" = "San Francisco" "Home" "Away"

  5. Click OK.

If you need to edit your statement, press Alt + F9 to reveal the content of the IF field in the document.

For Mac users: Steps to Conditional Logic

  1. Open Microsoft Word. Go to the Insert tab.

  2. Click Insert Field.

  3. Under the Field names list, select If.

  4. Under Field Codes, enter your conditional statement. For example: IF "{{ADDRESS_BILLING_CITY}}" = "San Francisco" "Home" "Away"

  5. Click OK.

If you need to edit your statement, press Fn +Option + F9 to reveal the content of the IF field in the document.

Note: It's crucial to remember that conditional statements are case and space-sensitive, ensuring accuracy in your document automation process.


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