There are two different types of If/Then/Else statements that allow you to add advanced automation into 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 of 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 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 like 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"

Did You Know

• You can copy and paste If/Then/Else to appear 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.
  • The below is an example of an If/Then/Else Statement built off of a Choice Ask.