Updated: 2023-10-20
Use these functions in templates to create conditions and format text.
How to aggregate amounts from the same field on a multi-copy form.
The anchor() function is used to place an electronic signature request within a template. It is used in conjunction with the Signature Id template property.
Use the count() function to count items in templates.
The first() function looks for the first instance that matches the condition and then stops.
Tests whether a field is blank or contains text.
Join field codes and add a separator using the join() function.
Reverses a statement in a template or data monitor.
Obscure the output from a field code using the mask() function.
How to transform text to uppercase or lowercase when pulled from a field in TaxCycle.
