Formatting Text Fields in Form Letters and Emails

Written by Mason Davis

Last published at: August 31st, 2022

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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 the (100th) Matter Title"
ToUpper Convert the text entirely to upper case THIS IS THE (100TH) MATTER TITLE
ToLower Convert the text entirely to lower case this is the (100th) matter title
ToTitleCase Convert the text entirely to "title" case This Is The(100th) Matter Title
FirstWord Show just the first word of the text This
NoSpaces Remove all spaces from the text ThisIsthe(100th)MatterTitle
AlphaNumOnly Remove all characters that are not alphanumeric (A-Z or 0-9) ThisIsthe100thMatterTitle

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