Overview
This demonstrates how to dynamically create documents based on the number of sellers on a file using conditional fields and Sub-Templates. This may be necessary for the 1099-S, where a different document needs to be created for each seller.
Create a Sub-Template for Each Seller
Admin\Documents & Templates\Templates
- Create a new template
- Select Sub Template as the Document Type
- Select Sub Templates in Contained in Categories
- Enter the information that should print Sub-Template.
- Repeat for each potential seller.
The example below shows Sub-Templates set up for up to nine sets of primary and secondary sellers.
Each Sub-Template will look exactly the same. The only things that should change are the fields that are specific to each seller.
Below is the Sub-Template that is used for the secondary seller in Seller 1.
| Fields in red are specific to the seller for whom the document is being generated. Aside from these fields, each Sub-Template is identical |
- To change the merge fields to reflect a second, third, fourth, etc., seller, highlight the merge field and right click.
- Select Edit Field.
- In the Field name section of Field properties, change the _1 to a _2.
The settings below will pull the first seller’s name in the second set of sellers.
Create a Conditional Field for Each Seller Sub-Template
Admin\Documents & Templates\Conditional Fields
- Add a new conditional field for each potential seller.
- Set the conditional field Type to Returned.
- Set the Match On field to the BuyerSellerName merge field for the seller that matches the conditional field.
- Highlight the Returned value and click Edit.
- Use Insert Template to insert the Sub-Template that matches the seller.
- For each seller, insert the Sub-Template and change the iteration number to match the actual seller number.
For example: the above conditional field will pull the Seller 1 Spouse Sub-Template, will match on the Seller 1 Spouse field, and will test to see if there is a name in that field. If there is a name in the field, the Returned value will be satisfied and the specified Sub-Template will be used. If there is not a name in that field, the Not Returned value will be satisfied and no Sub-Template will be created for the secondary seller on Seller 1.
Create the Main Document
Admin\Documents & Templates\Templates
- Create the main document that will be used for Seller 1.
- At the bottom of that document, create a new page by inserting a page break and insert each of the conditional fields for the successive sellers. Only the conditional field(s) whose requirements are satisfied will have their Sub-Templates added.
