Insert a conditional attached file
Attach a file
When you attach a file to a template, it is displayed in the "Attached files" tab in the right-hand menu.
Files uploaded here will be automatically added to all projects created from this template.
If you wish, you can customize the automatic attachment of these files to projects according to criteria that you configure beforehand with a condition, for example :
attach an English or French file depending on the language of the document
attach a quotation if the contract value exceed $500
2. Add a condition
To define the criteria under which your files will be attached to projects, click on "Add condition" next to the attached file:
Here, you can choose to create a new condition or to use an existing condition.
In this example, we will start with creating a new condition.
Click on "Create condition" and fill in the required information.
Then click on "Save this condition".
Edit/delete a conditional attached file
Edit condition
The chosen condition is now added to the file in your right-hand menu.
To see the details, hover your mouse over the purple label.
To edit the condition or to replace it with a new condition, click on the purple label.
Here, you can
1️⃣ edit the current condition* by hovering over its title in the menu, then clicking on the Pen icon,
2️⃣ select another condition from the menu to replace the existing one,
3️⃣ or create a new condition to replace the existing one by clicking on "Create a condition".
*Warning
Delete condition
To remove the conditional display while keeping the document, you can pull down the options for the file by clicking the "..." and then click on "Remove condition".
