Formatting Text Fields in Form Letters and Emails

Last published at: November 27th, 2023

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To format text fields in form letter and emails, use syntax similar to the following: {Matter.Title(<format>)} where <format> may contain one or more of the following


Format Code Description Example Result  for "This Is a (100th) Matter Title"
ToUpper Convert the text entirely to upper case THIS IS A(100TH) MATTER TITLE
ToLower Convert the text entirely to lower case this is a (100th) matter title
ToTitleCase Convert the text entirely to "title" case This Is A (100th) Matter Title
FirstWord Show just the first word of the text This
LastWord Show just the last word of the text Title
NoSpaces Remove all spaces from the text ThisIsa(100th)MatterTitle
AlphaNumOnly Remove all characters that are not alphanumeric (A-Z or 0-9) ThisIsa100thMatterTitle
ClipXX Clip the number of characters to the value specified in XX. E.g. 'Clip16' would show at most 16 characters. XX can be any positive integer. This Is a (100th
ClipWithDotsXX Same as ClipXX except the last 3 characters are "....". The 3 dots are included in the length. This Is a (10...
AddPeriodToSingleCharacter
Add a period to any single character that doesn't have one. Useful for initials in names. This is a. (100th) Matter Title


You can have multiple format codes separated by spaces. For example, {Matter.Title(FirstWord ToUpper} would result in "THIS" using the above example.