Editing Document Body - Clause Properties & Conditions

Editing Document Body - Clause Properties & Conditions

The body of RealtiWeb documents are made up of different clauses. Each clause is identified by alternating background colours. By right clicking a clause, there are several options from adding or deleting clauses, move clauses up or down, edit the clause, and setting conditions and looping.

Conditions will indicate when specific text should appear in the document depending on the file information. For example, a clause discussing a condominium certificate should be conditioned to appear when the subject property in the file is a condominium. The term "loop" or "looping" refers to repeating the information again, but substituting the information with the next set of data that applies. This can be done at a document or clause level. At a clause level, if the clause is looping on New Mortgages, it results in the document referring to information for mortgage 1 and 2 in the file.

Understanding how clauses work is critical to customizing documents in RealtiWeb. While this article deals exclusively with Clause Properties / Conditions, you can find additional information about Clause editing, looping, and other document customization tips in the following articles:
  1. Clause Looping & Complex Clause Conditions
  2. Editing Clauses & Fields in Mapping
  3. Tables for Formatting

There are two methods for adding conditions to text in documents. Either specific text within a clause is conditioned, or the entire clause is conditioned to appear depending on the file information. There are benefits to both methods.

Conditioning Wording within a Clause
Conditioning Entire Clause
  1. Reduces the number of different clauses needed to create a document. Instead of creating two clauses with nearly identical wording, one clause is used.
  2. Able to handle entire body of the document in a single clause. Please use caution as a single clause is helpful for editing (e.g. fewer clicks). However, it will reduce the chance of wanting to re-use the clause in other documents.
  3. Highly beneficial to numbered lists, allows for the entire list to be in a singular clause without spacing issues.

  1. Less likely to have multiple paragraphs in a single clause. Keeping clauses separate has the benefit of being able to re-use the clause in other documents. When editing these clauses shared with other documents, it's possible to edit the clause once instead of editing the clause in each document.
  2. Keeps the document similar to how some of the LDD standard documents work. This may be beneficial when training staff to have documents work similar to each other.

Conditioning Wording within a Clause (Method 1)

One method is to condition text within a clause. This reduces the number of different clauses required to create a document. 

Add Conditions within a Clause

Start editing the clause by double-clicking it. From there place your cursor where the condition should go, and then follow these steps.
  1. Click the Modify Conditions icon. (Hint: It's the question mark icon, on a black background.)
  2. In the screen that appears, click New Conditional Block. Then Next. This will show the area to create your condition.
  3. Create your condition by using the options (these are explained under Method 2). For example, click Add and then Conditions. This shows all of the pre-programmed conditions available.
  4. Find a condition that fits your requirements, for example Condominium (yes), to condition when the subject property is a condominium. Click it, and it'll appear in the box.
  5. Click Ok to set your changes. The condition appears in the clause where your cursor was placed.
  6. Replace the "[Enter Text here]" with the text to be conditioned.

Modify Conditions within a Clause

Start editing the clause with the existing condition by double-clicking it, and then follow these steps.
  1. Go to the section with the condition you wish to modify. This can be identified by the Braces " {  } " around the section of text.
  2. Click the Modify Conditions icon. (Hint: It's the question mark icon, on a black background.)
  3. In the Condition Editing screen that appears, click the Condition Block or List Item you wish to update. Then click Next. This will show the area with the existing condition.
  4. Update the condition by deleting or adding new requirements for when the text should be appearing. Refer to the section above on how to add requirements, or see Method 2 for the explanation on each option.
  5. After updating the condition, click Ok. The condition will be updated with the changes.

Conditioning Entire Clause (Method 2)

In order to see what conditions and loops are in each document select the icon, as shown below, at the start of your Document Body:



Any clause is able to have a condition and any existing conditions on clauses can be updated. As the clause conditions can be quite complicated, it is always suggested that you find a document with similar attributes to the document you want to create and make changes to the wording. It is necessary to understand that these conditions exist and what they mean so that you can understand what is happening in a document. Some basic conditions are presented in this article.

Clause Properties/Conditions

When you right click on the clause and select Properties/Conditions, like the one below, will appear.
​


Note the following sections on the Clause Properties screen.

Clause Name: Name the clause for finding it later when trying to add it to another document.

Group Headings: Select a heading for the clause to appear under. This will help find the clause when trying to add it to another document.

Apply to: Indicate if the clause applies to a Purchase, Sale or Mortgage.

Conditions: Controlling whether a clause will appear in a document.
Add... button: This inserts operators, conditions and counts into the Conditions area to indicate to RealtiWeb when the clause is expected to be in the document.
Operators:
  1. Brackets keep conditions together and allows for nesting (multiple conditions)
  2. ‘Not’ will be the opposite of whatever condition you select (followed by a condition in brackets)
  3. ‘And’ means that both conditions selected apply to whether or not the clause populates, whereas ‘Or’ would mean either of the conditions are applicable.
  4. You can add a [count] and control it by identifying:   =, >=, greater than, equal to etc.
Conditions: These are pre-built conditions that would indicate that something is relevant to having the clause populate, ie ‘mortgages-new’ only if there is a new mortgage on the file will that clause populate.

Counts: These are pre-built counts or values of different items/fields within the file, such as ‘Mortgages-New’, where you can indicate whether they are equal to, greater than, less than etc. than a numerical value. 

Add Field: Fields, along with an operator, can be used in various ways to condition a clause.  For more information on fields in mapping, check out this article.

Clear, Copy, Paste: Clear will delete everything in the condition box, copy allows you to copy the condition and paste it in another condition box for another clause - which you would then use the Paste button.

Check: Check will make sure that you have formatted the condition correctly. The border of the condition box will turn Green if properly formatted, or Red if not properly formatted. 
Alert
This will not check to make sure the condition itself is correct, just the formatting.
Looping: Sets the condition for when the clause will appear multiple times in the document. Read this article for further details on looping.

The last two sections are specific to the clause in the document that you're customizing. They may help when the clause before or after it, should be on its own page. For example, adding a page break for the last paragraph before the signing lines is with the signing lines.

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