The Divorcepath Document Editor includes specialised panels for managing document data, calculations, and sections. These panels open in the side panel on the left of the editor and provide powerful tools for working with the structured data in your legal documents.
Document Data Panel
The Document Data panel displays the fields within the document. Fields are structured placeholders that hold specific pieces of information, such as a party's name, an address, or a financial amount. To open it, click Document Data in the side panel. The panel shows:
- The fields in the document, organised into groups such as Profile Data, Court Information, Relationship, Children, Income Sources, Property & Debts, and Budget/Expenses.
- The current value of each field.
- An All Fields tab listing every field, and a Needs Review tab listing only the fields whose values differ from the client profile.
- A Search fields box to find a field by name.
Field Mapping
Field mapping is the process by which data from the client profile is connected to specific fields in the document. When a document is generated, Divorcepath automatically maps client data to the appropriate fields in the template. This means that information such as party names, financial figures, and dates is filled in without manual entry.
In the Document Data panel, each field is labelled with the client information it comes from. Click a field to find it in the document. This is helpful for understanding where the data in your document is coming from and for verifying that the correct information has been populated.
Editing Field Values
If you need to change a value that was auto-populated, you can edit it in two ways:
- Edit in the document — click directly on the field in the document canvas and type the new value.
- Edit in the Document Data panel — select the field in the panel and click Edit value. The change will be reflected in the document immediately.
Editing a value in the document does not change the client profile on its own. When a value in the document differs from the client profile, Divorcepath flags it: a badge beside the document title shows how many values differ, and the panel marks each field as a Conflict (the document and the profile have different values), New (the document has a value the profile does not), or Synced. Click the badge, or Resolve All on the Needs Review tab, to choose which value to keep for each field: copy the document's value to the client profile, or update the document from the profile.
Calculations Panel
The Calculations panel manages automatic calculations within the document. This is particularly useful for financial statements and other forms that include computed values. Click Calculations in the side panel to open it. The panel displays:
- The calculated fields in the document, grouped by topic, such as Income Sources, Budget/Expenses, and Property & Debts.
- The current computed value of each calculation, such as income totals and property totals.
- An Auto-recalculate setting and a Recalculate All button.
How Calculations Update
With Auto-recalculate switched on, calculations in the document update automatically when the underlying data changes. For example, if you modify an expense amount in a financial statement, the subtotal for that category and the overall total will be recalculated to reflect the new value. This ensures that your totals remain accurate as you make edits. Click Recalculate All to refresh every calculation at once.
You can use the Calculations panel to review all calculated values at a glance and confirm that the numbers in your document are correct before exporting or filing.
Sections Panel
For documents built from sections, such as separation agreements, the Sections panel lets you control which sections of the document are included. Many legal document templates include optional sections that may or may not apply to a particular matter. Click Sections in the side panel, then:
- Tick a section or clause to include it in the document.
- Untick a section or clause to exclude it. Excluded sections are labelled not included.
- Click the eye icon to preview a section's contents.
You can include an excluded section at any time if circumstances change and it becomes relevant. If the panel finds problems with the current selection, it shows the number of section issues at the top, with a link to review them.
This feature is especially useful for separation agreements, where different clauses may apply depending on whether the parties have children, whether there is spousal support, or whether specific property arrangements are needed.
