Changing Text to Uppercase
How to Make Words Uppercase with Excel's UPPER function
Ben Q avatar
Written by Ben Q
Updated over a week ago

Using a Formula field, Advanced Document Automation will automatically convert text to all uppercase for designated instances of a word or phrase.

Let's say, for example, you want to use a field for County in your document. In some places, the first letter is capitalized, and in other places, the whole word should be capitalized.

To achieve this:

  1. Create a Single Line Text field for County.

  2. Assign that field to the instance(s) in the document where County should only have the first letter capitalized.

  3. Create a Formula field for County (caps).

  4. Choose Field Type: Formula

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

  6. Scroll to the bottom of the list, find and select the Upper( ) function.

  7. Position your cursor between the parentheses.

  8. Scroll through your list of Clauses, Fields, and Functions again and click on the County field. It will be inserted inside the parentheses, with a set of curly braces like this: UPPER({County}).

  9. Click Save.

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