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10.6. Document Inclusion Rules
Document inclusion rules control the presence of each of the documents included in a Document Package. These rules are read when the Document Package is run.
About Inclusion Logic
Inclusion logic is defined as the use of Boolean logic to determine if a document should be included when generating a new document.
Since a Document Package often consists of multiple source documents that you may or may not want to appear in the final, generated document set, you can use inclusion logic to determine when certain forms are included (or excluded) from the final, generated 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 when pets are not allowed, these documents would not be included.
Configuring Inclusion Logic
Inclusion logic is specified using the Source Docs tab on the Admin dialog box.
- On the main LincDoc screen, select the document package that you wish to edit in the form drop-down list.
- Click the admin button, and select from the menu that appears.
The Admin dialog box appears. - Click the tab.
The contents of the tab appear. - In the Source documents list on the right side of the tab, right-click the source document that you want to edit.
- Select inclusion logic from the menu that appears.
The Edit inclusion logic for dialog box appears. - Specify the Generate option. The following two options are available:
- Generate one copy of the document allows you to create a single version of the source document, which is the typical use case.
- Generate a copy for each instance of the field allows you to repeat a source document. To use this option, your document package must have at least one multi-value table. You can then select any multi-value field in the corresponding drop-down list to indicate how many copies of the document will be appended to the final, generated document. For example, if you are creating an apartment lease, you may want to create a page for each new tenant containing his/her personal information.
- Specify the condition the inclusion logic will use to determine whether or not the document will be part of the form. You can either:
- Select a default condition from the Condition drop-down list (such as Always or Never).
- Select a user-created condition from the Condition drop-down list.
- Click the arrow button
adjacent to the Condition drop-down list, and create a new condition, edit the selected condition, or delete the selected condition.
For more information on creating and editing conditions, see Creating and Editing Custom Conditions. - After you specify the condition, click to confirm the inclusion logic for the document.