All Collections
Advanced Document Automation
Conditional Fields ( IF/THEN statement)
How to Create a Master Template When There Are Multiple Attorneys at the Firm
How to Create a Master Template When There Are Multiple Attorneys at the Firm
E
Written by Eszter
Updated over a week ago

If you have multiple attorneys at the firm who can sign a document, you can create conditional fields to auto-populate the selected attorney's information:

Step 1: Create a single-select field with the attorneys' names

Step 2: Create a conditional field for each attorney to pull their corresponding information ( e.g. bar number, phone number, address)

At the time of drafting you just need to select the attorney, and all corresponding data will auto-populate in the template!

Did this answer your question?