Topic
How to capitalize the value of a field tag in a Word Template.
Instructions
Solution #1
Solution #2
- In your Word document you'll need to create a Bookmark
- Click Ctrl F9 on your keyboard then follow the example below
- Ex: { SET "Link" "<<Opportunity_Name>>" }
- Next you'll need to create a Reference to the link with formatting
- Click Ctrl F9 on your keyboard then follow the example below
- Ex: { REF Link * Upper }
Solution #2
- In Microsoft Word - in the Home tab in the Styles section, select the 2nd drop-down arrow and Create a Style
- Name the Style something easily distinguishable, such as ALL CAPS, and then select Modify
- On the bottom left corner of the new window, select Format and then Font
- Adjust the font to match your desired look, and then check the checkbox for ALL CAPS, then select OK
- Highlight the tag you'd like to be in all caps and change the style to one created from above.