Fields and Conditions

Fields and conditions

Use fields when a document should show information from a case, such as a name, address, date, amount, or decision.

Add a field

1. Open the template in the editor.
2. Place the cursor where the value should appear.
3. Insert a field.
4. Choose the field from the template’s expected information.
5. Preview with an example.

Use conditions

Use a condition when text should only appear for some cases. For example, show an extra paragraph only when a permit is refused, or show payment instructions only when an amount is due.

Use repeated sections

Use repeated sections for lists of items, products, decisions, family members, or attachments. Preview with short and long examples so the page layout stays readable.

Keep rules understandable

Prefer simple rules that a document owner can review. When a rule becomes difficult to explain, move the decision back to the case or workflow system and send the outcome to Epistola as a field.