Conditional formatting

Create different variations of your content that populate based on the records in your database.

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 designer window and apply conditional formatting to templates.