Overview
This webinar demonstrates how to use key InfoSheet functionality in OneLaw to improve data capture and support more flexible document assembly.
The session focuses on default values, conditional fields, and blocks (repeating sections), showing how these features can be used to create cleaner InfoSheets and more dynamic precedents.
Note: The features demonstrated in this webinar are available in OneLaw version 4.3 and later.
In this video, you'll learn
- how default values can prepopulate InfoSheet fields to reduce manual entry
- how conditional fields can show or hide fields based on user input
- how to structure InfoSheets using blocks (repeating sections)
- how blocks improve data capture for scenarios like trustees, settlers, and beneficiaries
- how repeating blocks behave when adding, removing, and reordering entries
- how to configure minimum and maximum instances within blocks
- how block data is inserted into precedents using merge fields
- how separators control formatting when multiple values are merged into documents
- practical use cases for blocks, including clauses, tables, and structured lists
- a brief overview of advanced capabilities such as filtering and ordering block data
Presented by Hannah Christie, Document Assembly Coordinator; and Tony Rogers, Chief Technology Officer
Recorded on 21 Apr 2026
Key Takeaways
- InfoSheets support more dynamic and structured data entry, reducing unnecessary fields and improving usability.
- Default values help standardise common inputs and reduce repetitive user actions.
- Conditional fields allow InfoSheets to adapt based on user selections, keeping them relevant and concise.
- Blocks (repeating sections) enable flexible data capture for lists such as trustees, beneficiaries, or clause groupings.
- When used in precedents, blocks allow clean, formatted output, including support for separators and structured content.
- The functionality significantly expands what can be achieved in Document Assembly, from simple forms to more advanced, data-driven documents.