Conditional Formatting

How to configure what displays on a template based on defined conditions

The conditional formatting feature allows increased control over what data is displayed on document and design assets when exported. The feature allows you to set default instructions accompanied by additional if/then conditional instructions. A common example of how this feature is used includes masking confidential elements of a record such as a client name, logo, or transaction amount. 

Users must be granted Design permission in order to access the template design workspace and apply conditional formatting to templates. The below screenshot and video tutorial displays how to insert a conditional layer and edit the associated conditions.



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