Add visibility settings in letters or memos
You can set visibility conditions for the document, the Table of Contents, a page break, a grouping area, a text area or a guidance.
Note: If you want to add visibility settings for a letter or memo in the firm template, you must have the Settings Admin role or similar to access the firm template. See Manage the firm template for more information.
Add visibility settings to a letter or memo
Open the document to get started on setting visibility logic.
To set visibility for the document:
-
Select the document name.
-
Select Edit Visibility to display the Visibility Settings dialog.
-
Select Hide or Show from the blue drop-down list to specify the visibility action.
-
Select all or any to determine whether all conditions must be met or one condition must be met for the visibility action (from Step 3) to apply.
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Select Add Condition.
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Choose a condition type from the list, then specify the condition parameters.
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Once you're done, select Save.
The Document Properties dialog displays.
Add visibility settings to an item in a letter or memo
Open the document to get started on setting visibility logic.
To set visibility for an item:
-
Select the item that you want to set visibility for.
-
Select Settings (
) | Edit Visibility to display the Visibility Settings dialog. -
Select Hide or Show from the blue drop-down list to specify the visibility action.
-
Select all or any to determine whether all conditions must be met or one condition must be met for the visibility action (from Step 3) to apply.
-
Select Add Condition.
-
Choose a condition type from the list, then specify the condition parameters.
-
Once you're done, select Save.
An item can be the Table of Contents, a page break, a grouping area, a text area or a guidance.
You can also select the Visibility (
) | Settings ().
Add visibility settings to a list in a letter or memo
Open the document to get started on setting visibility logic.
To set visibility for a list in a text area:
-
Select Bullet List (
) or Ordered List (
) to insert a list in the text section. -
Select Insert Conditional Item (
) to add the visibility option to the list. -
Select the Visibility icon (
) to display the Visibility Settings dialog. -
Select Hide or Show from the blue drop-down list to specify the visibility action.
-
Select all or any to determine whether all conditions must be met or one condition must be met for the visibility action (from Step 4) to apply.
-
Select Add Condition.
-
Choose a condition type from the list, then specify the condition parameters.
-
Once you're done, select Save.
The Visibility icon () displays next to the list item.
You can select Clear to clear all conditions and start over.
You can also copy the visibility settings to another item. Select Copy to copy the visibility settings into clipboard, then open the Edit Visibility dialog for the other item and select Paste to paste the copied settings.
