Add an If/Then/Else Ask Statement

There are two different types of If/Then/Else statements that allow you to add advanced automation to your documents.

You can build an If/Then/Else Field Statement or If/Then/Else Ask Statement.

If you have different versions of a fee agreement or pleading, it may be possible to convert them to one document as a result.

The below If/Then/Else Statement is built based on an Ask

How to Build an If/Then/Else Ask Statement

• This example will be built to satisfy the following conditions:
  • We want the document to ask, true/false if the client owes fees.
  • If the client owes fees, the document should insert language prompting the client to pay the amount owed.
  • If no fees are owed, the document should insert language thanking the client for their payment.
• First, make sure to create the appropriate Asks required for the document. 
  • You will need two questions, one for the true/false Ask and another to insert the amount owed.
  • Learn more about creating Asks.

• Under the If/Then/Else tab of the Automation Toolbar, select the Ask and insert the statement in your template.

• Once inserted, edit your If/Then/Else statement
  • If the answer is "true," meaning the client owes fees, insert language under "true" and the ask within the true part of the If/Then/Else statement.
    • Insert the Ask as you would normally anywhere else in a document. Learn more about Asks.
  • If the answer is "false," meaning the client does not owe fees, insert language under "false."

• When using the statement in a document, the below will happen based on how the Asks are answered.

•   To test your If/Then/Else statement while automating, (1) select "run questions for this form" and (2) toggle to "show values"

If/Then/Else statements can become complicated, especially when there are several in a single document. If Word runs into an error trying to load the document, an error message box will pop up giving you the option to send the error to our Support team.

Did You Know

• You can copy and paste If/Then/Else to appear in multiple places in a document
• You can insert (nest) an If/Then/Else Statement (both Field and Ask) within an already existing statement for additional options.
  • Below is an example of an If/Then/Else Statement built off of a Choice Ask.