What is a conditional clause?

Conditional clause are portions of a document that appear only if conditions determined ahead of time are met, for example. If a variable is a specific value, then show a specific clause.

Why Use Conditionals?

Setting conditionals ensures that all contract language is accurate and relevant without having to manually edit. Therefore allowing you to streamline your template library.

How Conditionals Work

Conditional sections appear when a predetermined response is supplied for a specific dynamic variable. We'll call this variable the "determining variable" because it determines whether the conditional content appears or not.

The determining variable must be formatted as a List. (a drop down menu). In the example you Property type variable can be 3 options; Condo, Co-op, Townhouse.

Once you have List variables set, you then can set individual sections to show or hide based on the different selections of this variable.

Set Conditional Sections

Conditionals are set at the template level, which means they are defined before a new document is created. Once conditions are set for a template, all new contracts created from this template include the intended behavior.

In a template, identify the section you want to set one or more conditions for. Click on the section to select it, then navigate to the Conditions section under Clause.

From the drop-down menu, select the determining variable for this conditional section (all "list" format variables that exist in the template will be given as options).

Finally, select the response for this variable that will trigger inclusion of the section:

To update conditions applied to a section, select different responses (check boxes); your changes will be saved automatically.

Conditions based on multiple variables

Conditions can be based on more than one determining variable. In that case, a second determining variable, could be identified by selecting a new variable from the drop down menu and setting an appropriate response for this second variable.

Remove condition from a section

To remove a condition, click the trash icon to delete this conditional setting:

Did this answer your question?