Understanding Document & Clause Looping

Understanding Document & Clause Looping

Looping is a method of document and clause customization that helps to reduce repetition when there are multiple entities that need to be independently accounted for. Common examples of field types that would commonly be “looped” include Purchasers, Vendors, Mortgages, etc. 
Alert
This feature can be somewhat difficult to understand. Therefore, we recommend using an existing document within RealtiWeb where the looping is already defined.
Understanding how and when to use these document and clause loops can be difficult. While this article provides a brief conceptual overview of looping in RealtiWeb, you can also check out article on commonly used loops and their associated fields and mapping.  

Document Looping

Document looping involves creating individual documents for each entity belonging to a particular field type (e.g., Purchasers, Vendors, etc.). 

Setting up a document loop follows three basic steps:
  1. Navigate to Settings and under the Documents heading, select Masters. Select the document that you would like to loop.
  2. Once the master document has opened, click on the Settings button to the right of Document Setup. A pop up window will open.
  3. In the pop up window, click the Loop based on: dropdown, and select the field that you would like to use to trigger the document looping process. 
A simple example of document looping involves creating separate Report to Mortgage Lender documents for each New Mortgage in the file. For example, if there are two unique mortgages in your file and you attempt to generate the report, two versions of the document will be created, each relevant to one of the mortgages (and the respective lender) in the file.  

Clause Looping

Creating a clause loop follows a similar process to creating a document loop. Clause looping is a method for creating separate, individual clauses for field types where there is more than one entity (i.e., mortgages, tenants, purchasers, vendors, etc.). 

Setting up a clause loop involves four basic steps:
  1. Navigate to Settings and under the Documents heading, select Masters. Select the document that you would like to create a clause loop for.
  2. Once the master document has opened, navigate to the Document Clauses section of the screen where you will see the list of clauses that comprise the document. 
  3. To loop a clause, you must first right-click a clause in the document and select Properties/Conditions from the list of options. A pop up window will open.
  4. ​In the pop up window, navigate to the Looping: section. Select the needs to loop based radio button, and select an option from the dropdown field below it to choose the field which the clause will loop based on.

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