Conditions for text or content

  1. Select the content you want the condition to apply to and select the
    Insert Condition
    icon.
  2. You can also make a portion of content optional in the same way you can make a section optional. Select the text/content you wish to make optional and select
    Insert Condition
    . The
    Condition Builder
    window containing the optional check boxes opens.
  3. Use the same steps to make content optional that you used to make a section optional.
  4. When text is added, it is enclosed with bookend markers to show what is part of the conditional or optional paragraph. Hover over a bookend to see a tooltip displaying the applied condition, whether it's an optional paragraph, and the default selection. If hidden by default, the preparer must select it to include it in the return. If visible by default, the preparer must deselect it to exclude it from the return.
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