Add an If/Then/Else Field 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 Field.

How to Set Up an If/Then/Else Field Statement

• This example will be built to satisfy the following conditions:
  • If there are children, insert information regarding custody, parenting plan, etc.
  • If there are no children, remove any mention of children from the document. Select the appropriate field
  • Select the field to automate based on, the "is" drop-down, and insert the statement into your template.
    • Note: Each field has a "number of cards" to help count the number of parties for a field. this example has selected this field under Child.

• Once inserted, edit your If/Then/Else Statement.
  • If there are 1 or more children so insert whatever language you desire where "true" is.
  • If there are no children, no information is required so delete any information for "false."

• If there are children entered as parties in your matter, the language around "true" will be entered. If no children are entered, no information will be entered.

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.