Labelling and referring to Schedules (and items within Schedules) in a Template

It is common to have Schedules in a document, particularly if it is a legal agreement. Furthermore, you are likely to want to refer to the particular Schedules in the body of the document.

If you know how many Schedules your document will have when it is assembled, then you can hard-code the Schedule labels, i.e. ‘Schedule A’, ‘Schedule B’, etc.

However, if the choices made by a User will determine if a Schedule is ultimately included in the final document, then you will need to use dynamic references for each Schedule. When we refer to a dynamic reference, we are referring to a reference that will automatically update itself when the document is assembled. So if you have 3 Schedules in your Template, but the middle Schedule is taken out when the document is assembled, you will need to update the references to the third Schedule from ‘Schedule C’ to ‘Schedule B’.

The same issue may apply if you have numbered ‘items’ within a Schedule, and not all of those items will necessarily be included in the final document when it is assembled (i.e. some of the items are conditional on the User’s responses).

You can handle this by using a Word Mergefield call a ‘Sequence’ (or { SEQ }). You enter this by inserting a SEQ Mergefield.

You need to give the Sequence a name, e.g. { SEQ Schedules }. You can then label each of your Schedules as:

Schedule { SEQ Schedules } - Parties
Schedule { SEQ Schedules } - Key Terms
etc 

When the document is assembled it will label the Schedules sequentially.

If you want the Schedules labelled using characters rather than numbers, then you need to include the alphabetic switch, as follows:

{ SEQ Schedules \* ALPHABETIC }

Sequences within Sequences

If you then want to start another Sequence for items within a Schedule, you would start another named Sequence, e.g. { SEQ Items }. This Sequence would start again at 1, 2, 3.. etc. If you include this Sequence within the Schedules Sequence it will not upset the Schedules Sequence, e.g.

Schedule { SEQ Schedules } - Parties
Schedule { SEQ Items } - Address
Schedule { SEQ Items } - Phone number
...
Schedule { SEQ Schedules } - Key Terms
etc