Guides related to Conditional Rules and Replacement Rules
Help Guides provide in-depth explanations of key features, with step-by-step detail, to help you get the most from your automation.
Create and Apply Conditional Rules Help Guide
Conditional Rules are criteria-based instructions that control how content appears in Word templates, ensuring text, images, table rows, or checkboxes only display when certain conditions are met. They are built in forms using fields like yes/no, numbers, dates, addresses, or selections, then applied in templates through the Word Add-In to create customised outputs for different scenarios. Once applied, Conditional Rules can be edited, cloned, or removed, and any updates automatically adjust how the document generates, making them essential for handling variations in precedents.
Create Replacement Rules Help Guide
Replacement Rules are automated “find and replace” instructions that run silently during document generation to correct text, formatting, or apply conditional substitutions. Universal rules apply across all documents and are typically used for fixes like typos or formatting preferences, while form-specific rules apply only to a particular form and can adjust content based on set conditions, such as changing terminology for different clients. Builders can create, edit, clone, or delete rules as needed, and may also exclude universal rules from individual forms to prevent unintended changes.