I am working on a Q&A for a document. The first clause in the document is a securities legend, the language of which changes slightly based on the type of security involved. That is already programmed into the clause.
The issue is, when I send this questionnaire to someone to use, I will already know what type of security will be involved. E.g., it is predetermined that I am sending a Q&A for a convertible note, or an LLC Agreement, or whatever. So I don’t want the user to have to answer a question about security type in order to get the correct language. I want to simply set this variable value in the Q&A somewhere, so that the correct legend language is used without asking the question. (Question would be hidden.)
It seems to me that I should be able to use a change set of type “change datafield,” but I cannot find a condition that says “always use” or something of that kind.
Another way to do it, theoretically, is to be able to trigger a change set based on the presence of a particular clause in the document. Here, I would say, set type equal to “convertible note” if the clause “convertible note lead-in” is enabled in the document.
Please advise, thanks.