5.3. Including/Excluding documents in a package

Compiling the document package

Multiple documents are added to the document package on the Source Docs tab of the Admin window.   Three options control the behavior of the document within the package:

• inclusion logic - controls the presence or absence of the document in the generated package.
• force a new page - Forces a page break before the document's contents.
• restart page numbers - Resets the current page number counter to 1.

Inclusion logic

A document package consists of multiple forms that may or may not appear in the completed document set.   For example, there may be addenda that only apply in a given situation.  Consider a rental company whose standard lease package includes documents pertaining to garage rentals or additional pet fees.   On properties where garages are not available or pets are not allowed these documents should be suppressed.   This is accomplished through document inclusion logic.

Inclusion logic is configured on the Source Docs tab of the administrator's document package setup.   Right click on the document that should be optionally included and select inclusion logic from the menu.  This displays a dialog box where the user may select a previously configured condition or create new one.   If the condition evaluates as true, the document will be included.   Otherwise, the document will not appear.