Using Conditional Start and End Tags in Documents

Editors can define conditional logic by adding Start and End Tags to conditionally expose content of the document based on specified criteria.

For example: An unconditional lien waiver might need different language depending on if an organization submitted a progress or final invoice for the project.

To use conditional Start and End Tags while creating a document template:

  1. Navigate to the Document Editor.
    1. From the Tools Header Menu, click Documents.

      The Document Library displays.

    2. Click New Template.

      The Document Properties page displays.

    3. Select properties for the document template and click Update.

      The Document Editor displays.

  2. In the Document Editor, place the cursor where you want to add the conditional logic.
  3. From the top of the Document Editor, click the Conditional Plugin icon.

    A Conditional Statement drawer opens on the left of the page.

  4. From the Condition drop-down list, select a condition to use in the document.
  5. Click Insert Start Tag.
  6. In the body of the Document Editor after the Start Tag, enter the text that will display when the selected condition is met.
  7. From the Condition Statement drawer, click Insert End Tag.