Skip to main content
All CollectionsDocument Automation
Content can live in either the turnsheet or the document
Content can live in either the turnsheet or the document

In most cases, complex, pre-determined content should live in the document and everything else should live in the turnsheet.

Samuel Smolkin avatar
Written by Samuel Smolkin
Updated over a week ago

The content can live either in the turnsheet or in the document. The content is the text that might be in the final document. Whether it's better to put a particular piece of content from the turnsheet or the document depends on whether it is pre-determined vs. custom and simple vs. complex.

Pre-determined content is the text you know in advance must be one of a given set of options -- it's either A, B, or C, there's no "Other" option. Custom content must be written in by the end-user because you don't know in advance what it could be.

Simple vs. complex is a spectrum -- the simplest content is just one word without any formatting, whereas the most complex may be multiple pages of text with various formatting, embedded lists, etc.

In general, you should do as follows:









Custom content in the turnsheet

The simplest way to insert custom content from the turnsheet is to let the user type it directly into a Text column.

You can change the column type to Date, Number, Percent, etc. to limit the type of content the user can enter to reduce user error.

Use the Rich Text columns to insert formatted text (containing bold, itlalic, and other font types).

Use Text columns with power-ups for highly complex content.

Pre-determined content in the turnsheet

There are several ways to put pre-determined content:

  1. Treat it like custom content and let the user enter it. This is the simplest way and works well if your users will generally know what should go there.

  2. Use a Select column to let the user choose between options from a dropdown.

  3. Use conditional logic and formulas to automatically select between pre-determined content based on other input columns that users interact with.

Pre-determined content in the document

To create a choice between multiple pre-determined clauses in the document, surround each of the clauses in its own set of square brackets so that they'll be extracted automatically into their own columns of the turnsheet. Then, set up your turnsheet to remove square brackets from the one(s) you want to keep and delete the others. Users can make this choice manually by typing in the relevant option in each column, or you can automate the outcomes using logic and formulas based on input columns like checkboxes or select dropdowns your end-users will interact with.

When working with long and complex content, you may find yourself nesting smaller placeholders within larger ones. When doing so, remember to order the turnsheet columns correctly β€” Merge columns are applied to the documents from left to right. In most cases, you'll want the outermost placeholder to be the leftmost column so your logic is applied from the outside in.

Did this answer your question?