HomeUsing LincDoc 3.1+Document Package-Specific AdministrationUsing Conditional Text

8.2. Using Conditional Text

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

Important: This feature is only available with Word source documents.

Using Conditional Text and Paragraphs

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.

For 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 what the related conditional text would look like inside the source document:

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

The conditional text is comprised of the following components:

Once you add a conditional text string to your source document and save it, you would perform the following steps:

  1. Login to LincDoc and select the Document Package from the Form Selection drop-down list.
  2. Access the Admin dialog box.
  3. On the Source Docs tab, upload the source document.
  4. On the Fields/Sections tab, click the reparse button.
    The conditional paragraphs button should now be available (no longer grayed-out).
  5. Click the conditional paragraphs button.
  6. 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 Document Package has an "age" field).

Using Nested Conditional Text

You can use nested conditional text in your document (a condition within a condition). Keep in mind that a closing >>> will always match back to the most recent <<<.

For example: The nested conditional text below is shown in yellow, while the outer conditional text is in light blue. Notice that, in order for the yellow text to even have a chance to render in the generated document, the outer (blue) 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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