Editing Document Body - Tables for Formatting & Numbering

Editing Document Body - Tables for Formatting & Numbering

Tables are used in RealtiWeb for formatting and advanced numbering functionality.

Tables allow the retention of formatting and next level numbering, while taking into consideration conditioned clauses that may or may not be applicable.  Double click a clause within a master document to edit it, and select the table icon and create your table.

Click inside the table and choose the Table Properties icon (4 squares next to insert a table) to select the preferred number of columns, rows, lines, and adjust spacing. You can also Insert, Remove, and Duplicate rows in the Table Properties window.


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When working with a Table within a clause, it helps to have the Show borders option enabled until you have completed working on the Table. Once you are done working in the table, uncheck Show Borders to ensure the borders do not show in the document when generated in a file.

Once a table has been added, position the cursor into the table and click the edit table icon to open the popup to modify the table settings.

Tool on Screen

Function


This indicates which Table is being edited. The dropdown list only activates if the Table being edited has a Table within another Table.

Enter desired number of columns.

Enter desired number of rows.


Enter desired number of pixels for space between each cell. The standard documents in RealtiWeb use 0, for this setting.


Enter desired number of pixels for space between the cell border and the text within the cell.  The standard documents in RealtiWeb use 0, for this setting.

Shows or hides the table borders.


Enter how wide the table should be from the left- to right-margins.
Info
Note: It is mandatory to enter either the percentage symbol (%) or "in" meaning inch in this box, after the number.


Enter the width for each column in either % or inches, with the percentage symbol (%) or "in" at the end.

Complete all "Column #" fields except for the final column width. RealtiWeb will calculate the remaining space for this column based on the total table width and the other column widths.
OK button
Clicking will apply the changed table settings.
Cancel button
Clicking will cancel recent changes.
Duplicate Current Row button
Duplicates the row and content where the cursor is in.
Remove Current Row button
Removes the row and content where the cursor is in.
Insert Blank Row Before button
Inserts a blank row before the row where the cursor is.
Insert Blank Row After button
Inserts a blank row after the row where the cursor is.
Merge Cells in Current Row button
Combines all cells in the row with the cursor together.

Formatting Cells in a Table

To format cells in your table, left-click the cell to customize. Then, click on the  Edit Cell icon to open the customization options.

Tool on Screen

Function


To edit formatting of a specific cell. Frequently, used to “insert” a line above a total.

Indicates what level of cell you are customizing. The dropdown list only activates if the Table being edited has a Table within another Table. The number relates to the Table level, for example the main Table cells will be Level 1.

Align content to top, middle, or bottom. The Default is top aligned.
Bottom Border, Top Border, Left Border, Right Border dropdown options
Sets the border style of the corresponding border. For example, bottom border is underneath the content, while right border is to the right of the content. The default is a solid gray border, while the other options are: None, Solid line (in black), and Double line
OK button
Clicking will apply the changed cell settings.
Cancel button
Clicking will cancel recent changes.

Numbering

There are two methods to which you can create automatic numbering in your documents. Numbering for Conditional Clauses and Numbering for Conditional Lists within a Clause. Here you will find two separate ways of conditioned numbering. There are different reasons why you would choose numbering for conditional clauses OR numbering for conditional lists within a clause.

Numbering for Conditional Clauses
Numbering for Conditional Lists within a Clause
  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. Uses Numbering Fields (accessible from the F icon) to be placed in the location of your choice, along with Tables as discussed in this article.
  3. Formatting is more flexible using tables.
  1. Reduces the number of different clauses needed to create a numbered list. Instead of creating multiple clauses with nearly identical wording and different conditions, one clause is used.
  2. Uses automatic numbering (Ordered List), with the Conditions on the list items individually.
  3. Able to handle entire numbered list in a single clause.
  4. Allows for the entire list to be in a singular clause without spacing issues.

Numbering for Conditional Clauses

RealtiWeb has several numbering fields that can be added to your documents, and they are particularly useful for numbering conditional clauses.

Some of the notable numbering fields include (which can be  accessed using the F icon in the Clause editor):
  1. New 1st Level Number
  2. New 2nd Level Number
  3. Current 1st Level Number
  4. Current 2nd Level Number
  5. Reset 1st Level Number
The full list of fields can be found in the Field List under the Document Fields subsection. 

The following is an example of numbering in conditioned clauses in RealtiWeb.  There are no conditions on the first four clauses (this will number as 1., 2., 3. and 4.), however the fifth numbered clause will only populate if there is a existing mortgage on the file to be discharged.  If so, it will come in as No. 5; if not, it will skip, and the following item, if applicable, will be No. 5.


For example, adding a numbered list of enclosed documents in a Report to Purchaser document.
  1. Insert a new clause by right-clicking in the document body area.
  2. Within the clause insert a table with two columns.
  3. In the first column, add the Field named “New 1st Level Number” by selecting the Field icon, then customize the format and the output as necessary.
  4. In the second column, enter the name of the document to be listed in the list that will be enclosed on every deal.
  5. Repeat steps 1 to 4, until all documents to be enclosed for every deal have been listed. Right-click outside the clause being edited to add a new clause.
  6. For documents that have a specific condition to meet, such as documents regarding the purchase a condo like a Status Certificate, etc., repeat steps 1 to 4.
  7. For each clause that should appear (or not appear) under certain conditions, right-click on the clause and select Properties/Conditions and add the necessary condition. For information on this read this article.
  8. Repeat step 7 for as many times as necessary (different documents are listed for the different Purchase scenarios). When finished, the Report to Purchaser will contain the name of every single document you wanted to enclose with any given Purchase file.
  9. To remove spacing between each listed document, right-click on each of the clauses containing these tables (except for the first one), and select Properties/Conditions. Under Section #2, add a checkmark to the “Spacing” checkbox to remove the space before the clause when merging the document.
  10. After editing, save the document changes.
InfoNote: When generating this document within your file, you will have a numbered list of enclosures, regardless of whether a clause with listed documents is omitted due to the circumstances of your files.

Numbering for Conditional Lists within a Clause

Conditioning an item within a list can make for a seamless transition between different items in a numbered list. It can also make the document easier to read and understand at a template level. Creating a list within your document body, or in a separate clause can be quite simple using this method. Below is an example of a numbered list (Ordered List) that has conditioning on the individual list items. 



In the above example, you can identify which items in the list are conditioned by the braces ( { } ) that surround the line item. The items that are conditioned must meet the criteria of the condition based on your file data. More information about conditions can be found in this article.

For example, in the above image item number 12 will only appear in the list if there is a title insurance company entered into the file. If there is no title insurance company entered, then the next item in the list will appear if it meets the criteria of the condition.

To create a numbered list with conditions, you can start by selecting the Ordered List button on the first formatting toolbar in the clause. 


This will start populating your list with the number 1. This numbered item will be automatically indented to start the list.  Alternatively you can also manually create your numbered list. It is not necessary to use the Ordered List button to start your list.

Once the list has been created, you are now ready to condition your items. Let's create a list item that is conditioned on having a New Mortgage in the file.
  1. Place your cursor on the line with the reference to a New Mortgage that we are conditioning.
  2. On the formatting toolbar, click the option to Modify Conditions (tip: it is the "?" on a black background)
  3. The Condition Editing window will appear. 
  4. There will be three options to choose from: Entire List, List Item and + New Conditional Block.
  5. Select List Item, then select Next.
  6. This will take you to the Add Conditions window. This is where you will select what conditions you want to have on the item.
  7. To use one of the pre-set conditions LDD has made available for use, select the Add button on this screen.
  8. This will pop up a window with different tabs for Operators, Conditions and Counts. Select Conditions.
  9. Scroll through the list of conditions until you find New Mortgages and select it.
  10. This item will now appear in the box. Select the OK button at the top right of the Add Conditions window to apply it.
  11. Continue with any other conditions you wish to add to your list by repeating the above. 
You will now see the braces around the items that have been conditioned.




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Conditioning documents or items within a document can be complex and errors can be made.  Should something not work as expected, reach out to LDD Support for assistance at 1-800-363-2253 or support@ldd.ca

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