Variable Formats

Date Formatting Examples
Date Formatting Examples   Engagement Date (1/1/2019): {[EngagementDate|format: "D/M/YYYY"]}   Engagement Date (01/01/2019): {[EngagementDate|...
Fri, 17 May, 2024 at 11:52 AM
Text Formatting Examples
All upper {[Client.FirstName|upper]} {[Client.MiddleName|upper ]} {[Client.LastName|upper]}   All lower {[Client.FullName|lower]}   No change to text ...
Mon, 7 Oct, 2019 at 11:24 AM
Number Formatting Examples
Engagement amount of Number format 1000: {[EngagementFee]}   Engagement amount of 1,000: {[EngagementFee|format: "0,0"]}   Engagement amount o...
Tue, 29 Mar, 2022 at 4:01 PM
IF Statement Examples
IF Statement with True/False Variable {[if IsTaxPlanning]} Advanced Planning.  In addition to the services described in Paragraphs 2.1. and 2.2., Attorney...
Tue, 31 Mar, 2020 at 9:49 AM
Lists of Items Examples
Bullet Lists (repeats) {[list Children]} My {[Relationship]} {[FullName]} {[endlist]}   In Line Lists My children {[list Children|punc: “1, 2 and 3”...
Thu, 6 Jan, 2022 at 5:11 PM
Using Peek
 peek().  The purpose of this function is to "peek" at the result of any expression, without causing anything to become relevant just because you ...
Tue, 9 Feb, 2021 at 5:20 PM