Docusign Trainer Tips: Create a Dynamic Document Template with Conditional Logic

Hey everyone, Matt Farller from Docyign University here with another trainer tip for you folks. While most of your agreement types will be fundamentally consistent from one document to the next, very often you will need lengthy segments of your documents either included or not included based upon differing circumstances like purchasing options or term length or any number of other contractual conditions. So, in this short video, I'm going to show you how you can use DocYsine Agreement Template builder to ensure that the right clauses and sections of your documents are included every time by building conditional logic into a document template. Let's do it. In this example, I have a corporate non-disclosure agreement and inside there is going to be one paragraph that may sometimes need to be included in the final draft. this one right here. The determining factor as to whether or not this should be included is if the governing law that's selected during document generation is in the state of California. Now, the governing law is a standard field that I've built into the agreement template. Now, I'm going to paste in the extra clause that may or may not be in the final copy. Now, it's worth pointing out uh at the outset that building conditional logic into your document template is something that can only be done if you're using the doc or dox file type at this time. To create this conditional logic rule, I'm going to highlight the relevant section of contract and click on the create rule button in the margin of the document. I'm brought into the rule builder. I'm going to name the rule governing law California or CA. And I'm going to drag and drop the governing law field into the if section of the rule. I'll leave the equals operator as is and enter the value of California. Rules are traditional if then statements. Just like when you build conditional fields on a traditional email template, you can build multiple conditions if you want. In our case, our rule is fairly straightforward. If that governing law field is given the value of California, then we want to show the following content and include that particular clause. The clause will only show if the standard governing law is California and if not it will not be on the resulting document. After ensuring that all my other fields and e signature fields are in place, I'm going to save and publish this document template. Now, let's test it out. I'll start from the homepage as most users would and click the start button and choose generate an agreement. I will be prompted to choose a document template. In this first test, I will choose the governing law of California. After filling in the rest of my fields, the governing law of California, watch what happens on my document. The clause is inserted. However, if I chose any other governing law like Idaho, that clause is removed. This kind of conditional logic can be built all across your document templates, ensuring that you always generate the documents that you want with no irrelevant or missing language. This will greatly reduce risk and the time spent creating, committing to, and managing your agreement processes. I'm Matt Farlor with Docyign University, and we will see you next time.