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
Open Microsoft Word. Go to the
Insert
tab.Click
Quickparts
and selectField
from the dropdown.Under the
Field names
list, selectIf
.Under
Field Codes
, enter your conditional statement. For example: IF "{{ADDRESS_BILLING_CITY}}" = "San Francisco" "Home" "Away"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
Open Microsoft Word. Go to the
Insert
tab.Click
Insert Field
.Under the
Field names
list, selectIf.
Under
Field Codes
, enter your conditional statement. For example: IF "{{ADDRESS_BILLING_CITY}}" = "San Francisco" "Home" "Away"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.