Getting Started with Conditions

Conditions can be used to add rules to your templates.

Adding Rules to Templates (Using Conditions)

One of the benefits of using Lawyaw templates is that they are flexible and can adjust dynamically for the specific client and matter on which your are working. Fields provide the first level of flexibility in your template. Conditions offer an additional level of variability. Conditions allow you to add rules to your templates, to adjust your document text for the client and matter.

In Lawyaw, conditions are bookends that bracket the text you want to include (or exclude) based on the rules you build. Many templates can be set up without conditions, but conditions make it possible to turn complex documents into templates. When conditions are inserted, an opening tag and a closing tag are added to your document; these tags are color-coded to help you track your rules and variable text.

Types of Conditions

There are two types of conditions that you can use:

  1. The first triggers off an existing field already used in your template. For example, you may want to include a clause if the client is married, so your condition would trigger when the spouse exists (or, the Full Name exists on the Spouse card).
  2. The second type is a standalone conditions, which is not based on any existing field in your document. For this type, you create a condition that asks the user a question to determine what text is included in the document.

Examples

In the subsequent lessons, you’ll learn more about when to use and how to set up your conditions. For now, here are some examples of how you can make conditions work for you:

  • Conditions can be used to insert text based on a user’s response to a question. (Standalone Conditions)
  • Conditions can be used to simplify the Journey for the user; that is, conditions can insert variations of similar text based on one Field (for example, pronouns). (Parallel Insertions)
  • Conditions can be used to add text based on what the user enters into an existing field in your template. (Field-Based Conditions)
  • Conditions can be nested; that is, you can add conditional or optional text within another optional text block or clause. (Nested Conditions)

‍

Rate this lesson
😠🙁😐😃😍
Thank you for providing feedback.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
SubmitCancel

Up next

Introduction to Lawyaw
Introduction to Lawyaw
Key Concepts and Terminology
Key Concepts and Terminology
Clio Users: Getting Started
Clio Users: Getting Started
The Platform
The Platform
The Template Builder
The Template Builder
Selecting Documents to Turn Into Templates
Selecting Documents to Turn Into Templates
Creating Model Templates
Creating Model Templates
How Information is Saved: Fields and Cards
How Information is Saved: Fields and Cards
Clio Users: Using Clio Information in Lawyaw
Clio Users: Using Clio Information in Lawyaw
Roles versus Other Cards
Roles versus Other Cards
Prepping Templates
Prepping Templates
Importing Cards and Fields
Importing Cards and Fields
Advanced Topic: Using Copy/Paste to Import Fields and Conditions
Advanced Topic: Using Copy/Paste to Import Fields and Conditions
Adding Cards
Adding Cards
Adding Fields to Cards and Hints
Adding Fields to Cards and Hints
Duplicating Cards
Duplicating Cards
Collapse and Collapse All Cards
Collapse and Collapse All Cards
Inserting Fields and Bulk Insert
Inserting Fields and Bulk Insert
Multiple Choice Fields
Multiple Choice Fields
Formatting Fields
Formatting Fields
Advanced Topic: Formatting your Data
Advanced Topic: Formatting your Data
Deleting Fields
Deleting Fields
Reordering Fields and Cards
Reordering Fields and Cards
Test your Skills #1
Test your Skills #1
Stepping Through Test Your Skills #1
Stepping Through Test Your Skills #1
Adding Rules to Your Templates (Conditions)
Adding Rules to Your Templates (Conditions)
Getting Started with Conditions
Getting Started with Conditions
Advanced Topic: Choosing the Right Design for your Rules
Advanced Topic: Choosing the Right Design for your Rules
Inserting Conditions
Inserting Conditions
Moving Conditions
Moving Conditions
Using Conditions for Multiples
Using Conditions for Multiples
Nested Conditions
Nested Conditions
Triggering Conditions from Multiple Choice Fields
Triggering Conditions from Multiple Choice Fields
Standalone Conditions
Standalone Conditions
Reviewing, Testing and Troubleshooting Conditions
Reviewing, Testing and Troubleshooting Conditions
Test Your Skills #2
Test Your Skills #2
Stepping Through Test Your Skills #2
Stepping Through Test Your Skills #2
More Practice #1
More Practice #1
Generating Documents
Generating Documents
The Journey
The Journey
Assigning Contacts to Roles
Assigning Contacts to Roles
Optional Highlighted Changes
Optional Highlighted Changes
Template Sets
Template Sets
Saving, Editing and Transferring Templates
Saving, Editing and Transferring Templates
Saving Templates
Saving Templates
Editing Templates
Editing Templates
Transferring Templates
Transferring Templates
Deleting Templates
Deleting Templates
Electronic Signatures
Electronic Signatures
Creating the Signature Package
Creating the Signature Package
Signature Trail
Signature Trail