Variable Formats

Date Formatting Examples
Date Formatting Examples   Engagement Date (1/1/2019): {[EngagementDate|format: "D/M/YYYY"]}   Engagement Date (01/01/2019): {[EngagementDate|...
Thu, 13 Feb, 2020 at 3:06 PM
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...
Wed, 12 Feb, 2020 at 6:02 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”...
Mon, 7 Oct, 2019 at 11:27 AM