Using Conditional Blocks in a Template

You can insert a Block into a Template that only appears under specific conditions—such as when the broker is under BID, holds an ACR, or operates under an ACL. Common Scenarios:

• Some brokers operate under BID, others do not.

• Some brokers use an ACL, while others use an ACR.

How to Insert a Conditional Block

1

Open the Template Editor

2

Place your cursor where you want the conditional Block to appear.

3

In the editor toolbar, click the Conditional Block icon.

Conditional Block

4

Configure the logic:

• Condition – e.g., Broker Is Bid, Broker is ACR or ACL

• Operator – Is

• Value - e.g., Yes, No , ACR, ACL

The following screenshot shows an example of two Conditional Blocks used within a Credit Proposal. In this example, the content under “About this Credit Proposal” changes dynamically based on the selected condition.