Editing Document Body - Clause Properties & Conditions

Editing Document Body - Clause Properties & Conditions

The body of RealtiWeb documents are made up of different clauses. These clauses can be controlled with conditions and clause loops. You can easily see each new clause as the clause colours alternate between white and light blue.

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

Clause Properties/Conditions

By right clicking you can add or delete clauses, interest clauses, move clauses up or down, edit the clause or go into Properties/Conditions to  set the clause condition.
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:


You can work with an existing clause or create your own conditions for a clause. 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.


When you right click on the clause and select Properties/Conditions, like the one below, will appear.
Clause Properties Pop-Up Screen

Note the following sections on the Clause Properties pop-up 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. Note 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.
This will not check to make sure the condition itself is correct, just the formatting.

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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