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Automatically Capitalize Text in Your Template
Automatically Capitalize Text in Your Template

Use Word Font Settings or Excel's UPPER Function to Make Words Uppercase

Ben Quagliani avatar
Written by Ben Quagliani
Updated over a week ago
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There are two ways to enforce automatic capitalization of a value within a field in your template:
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Option 1: use Word's native auto-capitalization function

  • After you inserted the field, select the placeholder in the Word document by clicking the 3 dots on the left side

  • Open the "Font" popup: Press "control + D" (PC) or "command + D" (Mac)

  • Click the "All caps" checkbox and click the "OK" button in the bottom right.

Option 2: Using a Formula field

  • Create a field that should be automatically capitalized ( e.g., Client Name)

  • Create a new field and choose Formula Type

  • Click in the Formula text box to bring up your list of Functions, Fields, and Clauses in that order

  • Type UPPER into the search bar and select the UPPER function. This will insert UPPER() in your text box

  • Position your cursor between the parentheses.

  • Scroll through your list of Fields, and click on the Client Name field

  • It will be inserted inside the parentheses, with a set of curly braces like this: UPPER({Client Name}).

  • Click Save.

Which option to choose?

  • Word Font Setting will only capitalize the placeholder you selected.

    This is a great option when you have a few fields to automatically capitalize.
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  • Insert the Formula field in every instance where you need the all-caps version of the Client Name in the document and assign the original field to the instance(s) in the document where Client Name should only have the first letters capitalized. This is a great option when you have many fields to automatically capitalize or you need to capitalize some value in a conditional paragraph you want to insert in the document.

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