Learn how to Create a Precedent first


Learn how to use Automation Fields first


Learn how to use Asks first


 

TABLE OF CONTENTS




1.  To add an If / Then / Else to a document, ensure that you are open in Precedent
     Creation/Modification mode


2.  Ensure your 'Show' radio button is set to 'Show Fields'


3.  Click on the If / Then / Else tab 


4.  Select whether the If / Then / Else is dependent on an Automation Field or Ask from the If: drop-
     down




If / Then / Else Dependent on Field Existing


For example, I want to create a variable in my document where if a cooling off expiry date exists on my Matter, I want a paragraph to show, and if there is no cooling off expiry date on my Matter, I want no information to show


1.  In this example, expand Conveyancing Details and select the Cooling Off Expiry Date Automation Field


2.  From the Is: drop-down select 'Exists'



3. Place the cursor at the end of the directly preceding paragraph



4. Click Insert



5.  Highlight the paragraph that you want to appear if there is a cooling off expiry date and cut this
     information



6.  Delete the word true



7.  Paste the paragraph about the cooling off expiry date where the word True was (in between Then>>
     and <<Else>>)



8.  Delete the word false (in between <<Else>> and <<end if>>), as there is no information to show if
     there is no cooling off expiry date



9. 'End If' indicates the end of the variable and should be included after the information you want to
     show if there is no cooling off expiry date



If / Then / Else Dependent on Field Equalling 


For example, I want to create a variable in my document where if 'Nature of Property' equals 'Residential Vacant Land' I want a paragraph to show about vacant land, and if the 'Nature of Property' is equal to anything else, I want a paragraph about final inspections to show


1.  In this example, expand Property Details and select the Nature of Property Automation Field


2.  From the Is: drop-down select 'Equal'


3.  In the Equal box, type 'Residential Vacant Land' exactly as it is worded and formatted in the Property
     Details window of the matter



4.  Place the cursor at the end of the directly preceding paragraph



5. Click Insert



6.  Highlight the paragraph that you want to appear if the property is Residential Vacant Land and cut
     this information


7.  Delete the word True



8. Paste the paragraph about Residential Vacant Land where the word true was (in between THEN>> and <<ELSE>>)



9. Highlight the paragraph that you want to appear if the property is anything other than Residential
Vacant Land and cut this information


10.  Delete the word False



11. Paste the paragraph about anything other than Residential Vacant Land where the word false was (in
       between <<ELSE>> and <<END IF>>)



12.  'End if' indicates the end of the variable and should be included after the information you want to
       show if it is not Residential Vacant Land



If / Then / Else Dependent on Greater Than Or Equal


For example, I want to create a variable in my document if the Purchase Price is equal to or greater than $750,000.00 I want a paragraph to show about Capital Gains Withholding and if the Purchase Price is less than $750,000.00 I want no information to show


1.  In this example, expand Conveyancing Details and select the Purchase Price Automation Field


2.  From the Is: drop-down select 'Greater Than Or Equal'


3.  In the Greater Than or Equal box type '750,000.00' exactly as it is worded and formatted in the
     Conveyancing Details window of the matter



4.  Place the cursor at the end of the directly preceding paragraph



5.  Click Insert



6. Highlight the paragraph that you want to appear if the property is equal to or greater than
$750,000.00 and cut this information 


7.  Delete the word True



8. Paste the paragraph about Capital Gains Withholding where the word true was (in between THEN>>
     and <<ELSE>>)



9. Delete the word false, as there is no information to show if the purchase price is less than
     $750,000.00



10. 'End If' indicates the end of the variable and should be included after the information you want to
       show if the purchase price is equal to or greater than $750,000.00



If / Then / Else Dependent on Ask


For example, I want to create a variable in my document dependent on a custom field or Ask, such as if there is an Easement on the property I want a paragraph to show about Easements and if there is no Easement on the property I want no information to show


1.  In this example, you will first need to create an Ask


2.  From the If: drop-down select 'Ask'


3.  Select the relevant Ask


4.  From the Is: drop-down select 'Equal'


5.  In the Equal box, type 'Yes' exactly as it is worded and formatted in the Ask



6.  Place the cursor at the end of the directly preceding paragraph



7. Click Insert



8. Highlight the paragraph that you want to appear if there is an Easement on the property and cut
     this information


9.  Delete the word true



10.  Paste the paragraph about Easements where the word true was (in between THEN>> and
       <<ELSE>>)


11.  Delete the world false, as there is no information to show if there is no Easement on the property



12.  'End if' indicates the end of the variable and should be included after the information you want to
       show if there is no Easement on the property


Using Paragraph Numbering


The best way to create the IF/THEN/ELSE logic with paragraph numbering is to tick the “Contains paragraph numbering” option when adding the IF/THEN/ELSE statement:

 

Once ticked, the statement will need to be in a spread-out structure in the precedent.  The tick allows for the separation of the IF/THEN/ELSE/END IF parts and behaves as if they are on the same line:

 

     Line 1: <<IF (xy) THEN>>

     Line 2: Content

     Line 3: <<ELSE>>

     Line 4: Content

     Line 5: <<END IF>>

 

For example:


By spreading them out, the paragraph numbering is not affected and numbers are not skipped.  If the statement is not spread out, then the numbering and/or text 


NOTE:  The IF/THEN/ELSE logic should not be separated in any other instances.