Learn more about creating conditional blocks in templates to ensure certain parts of the contract are included only if certain conditions are met
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 - parts of a contract's text that will appear only when certain conditions are met.
- 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.
To make a clause conditional, simply
Highlight the clause that you want to make conditional,
Click the New conditional button (the branching icon) and choose what rules should apply. E.g. that the Swedish-related clause shall only appear if the answer to a question is "Swedish".
Keep in mind! If your condition is an answer to a certain question, don't forget to set up an actual question beforehand, so you're able to use its reference as a condition. Learn more
Click the blue Set button.
BONUS! You can even create a conditional block within another conditional block.
P.S: Using the same logic, you're also able to set up conditional table rows.
To make a table row conditional, simply:
- Click the gray bar above a selected column to reveal the in-context menu,
- Click the Conditional row button, select which reference the row should depend on, and set the criteria.