Creating and automating templates in Precisely can be done using many smart features, such as setting up formulas, conditions, or different types of questions.
Likewise, it is possible to set up conditional blocks and tables - parts of a contract's text that will appear only when certain conditions are met.
You can create simple rules or combine multiple conditions using AND and OR operators.
- Example: You would like a clause related to Swedish law only to appear if the governing law in this contract will be Swedish. On the other hand, you would like a clause related to Dutch law to appear if the Dutch law applies to that particular contract.
Making a Clause Conditional
To make a clause conditional:
- Highlight the clause you want to make conditional.
- Click the Conditional button (the branching icon) in the toolbar.
- Add the conditions that determine when the clause should appear.
- If needed, create additional condition groups to combine different logic using AND and OR operators.
- Click the blue Save button.
Keep in mind! If your condition is based on an answer to a certain question, the question must already exist in the template so that its reference can be selected. Learn more
Making Table Rows Conditional
The same logic applies to table rows.
To make a table row conditional:
- Click the grey bar above a selected column to reveal the in-context menu.
- Click Conditional row.
- Add the conditions that determine when the row should appear.
- If needed, create additional condition groups to combine different logic using AND and OR operators.
- Click Save.
