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5.2. Doc package markup

LincDoc Enterprise Edition (EE) offers additional markup capabilities in order to enhance your document creation process.  By providing these additional constructs, LincDoc EE allows you to add business logic into your forms with a much finer granularity than SE.

Conditional text/paragraph(s)

NOTE: conditional text is only available in LincDoc's Enterprise Edition and when the form is a document package.

Conditional text uses a triple bracket notation, and a condition ID. The condition ID is a small string which will later be turned into a LincDoc condition. Consider this example: you are creating a document package to generate a student waiver document. You only want to show a particular sentence if the creator of the document is under 18 years old. Here is how it would look inside the source document:

<<< is_under_18 ? You must provide a note from your parent (or guardian) stating you have permission to attend.>>>

From this you should note the conditional text is comprised of the following:

Once you save these changes to the source document:

  1. Login to LincDoc and choose to edit the document package.
  2. Go to the Source Docs tab and upload it.
  3. Go to the Fields/Sections tab and press the reparse button.
  4. The conditional paragraphs button should now be selectable.
  5. Press conditional paragraphs and proceed to assign a condition to the desired condition ID; in the example above it is is_under_18, so it is likely you would assign a condition "age<18" (assuming the eForm has an "age" field).

Nested conditional text

It is fine to have nested conditional text in your document. Keep in mind that a closing >>> will always match back to the most recent <<<. Here is an example. The nested conditional text is shown in yellow, while the outer conditional text is in light green. Note that in order for the yellow text to even have a chance to render to the generated document, the outer condition must first be true.

<<< tax_year_before_2000 ?
Prior to the year 2000 you must also submit an itemized list for all capital expenditures that were the result of an IRA distribution.
<<< multiple_dependents ? Note that you are possibly eligible for further tax credits for your dependents, please call 585-555-1212 to see if you qualify.>>> Once you have completed your itemized list, please refer to Publication 5223 (Early Retiree Credits) to determine the proper set of next steps.>>>

 

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