Automation: If/Then/Else Asks
If you have different versions of a fee agreement letter or pleading, it may be possible to convert them to one document and utilize Smokeball's advanced If/Then/Else automation features.
The below If/Then/Else Statement is built based of an Ask ... meaning, based on how a question is answered, Smokeball will automate a document a particular way.
How to set up an If/Then/Else Ask Statement
1. Setup up specific Asks in the document.
2. Insert the desired If/Then/Else Ask
- (1) Select area where text will appear
- (2) Select ask
- (3) Add an answer under "Equal" and insert
3. If/Then/Else statement will appear to edit:
4. Entered desired text or insert additional asks to finalize statement.
5. When executed, the document will automate below
If the client owes more fees --> then --> the automation will ask "What is the outstanding balance" and insert the proper text:
If the client does not owe any more fees (ELSE) --> the automation inserts different text:
Did you know...
- To test your If/Then/Else statement while automating, (1) select "run questions for this form" and (2) toggle to "show values"
- You can insert an If/Then/Else Statement within an already existing statement for additional options. The below statement is an example that will automate based off a field: (1) "her" if gender is female, (2) "his" if gender is male, (3) "his/her" if gender is not specified.
- You can switch between showing the values and fields in your document
- Smokeball will automate unlimited amounts of Court and Authority prescribed forms. Submit additional forms to you Account Manager.
- As part of your onboarding process, your Smokeball Account Manager/Trainer will teach you how to automate your own documents. If you would like additional training at any point or find your need a refresher, reach out and we would gladly provide additional training.