Using Alternate (ALT) Fields

Alternate (ALT) Fields are a form of automation that change the return value depending on the selected variable, ranging from singular or plural cases to specific persons or gender pronouns. You can find ALT Fields in the Automation toolbar under every Card (the person, organization, or trust) on a given matter. The example screenshot below shows some of the ALT Fields available under the "Client" Card:

Most documents require using ALT Fields to ensure the document can be used or a single client or multiple clients. For example, a real estate matter may include one buyer/seller, two buyers/sellers or multiple buyers/sellers. ALT Fields help account for these different circumstances. You can use the fields <<BUYER/[ALT] s (plural)>> to change Buyer into "Buyers"; <<Seller/[ALT] s (plural)>> to change Seller into Sellers; and <<CLEINT/[ALT] s (plural)>> to change "Client" into "Clients". 

The <<[ALT] s (plural)>> syntax means the ALT field will show the letter "s" if there is more than one individual associated with the specified party. In the screenshot below, the ALT fields return an "s" for the Buyers and Clients because there is more than one person associated with the Buyer card on the matter; conversely, no "s" is added to Seller because there is only one person associated with the Seller card on the matter. 

You can also use ALT Fields for gender pronouns. The field <<CLIENT/[ALT] they or he or she or it>> will return "he" if the client is male; "she" if the client is female; "they" if there is more than one client or the client is non-binary; or "it" if the client is an organization or trust. The screenshot below shows ALT fields which return "their/theirs/them/themselves/they" because more than one client card is associated with the matter. 

ALT Fields also help maintain subject-verb agreement in your documents. If you have an ALT Field for a plural or singular subject, it is best to also use an ALT Field for the verb in that sentence. For example, the sentence "Seller is in agreement" needs ALT Fields for singular/plural "Seller" as well as for the verb "is". The combined fields would appear as:

Seller<<SELLER/[ALT] s (plural)>><<SELLER/[ALT] is or are>>in agreement.