Formatting Dates, Numbers, and Text

The {{ ordinal_number(DateVariable.day, use_word=False) }} day of {{ format_date(DateVariable, format='MMMM yyyy') }}

Output: The 15th day of January 2025

Converting text to a date

If you are importing data from another system (such as Clio) where the date field arrives as plain text rather than a date type, use as_datetime() with strftime to convert it:

{{ as_datetime(variable).strftime("%B %d, %Y") }}

Use %-d instead of %d to suppress the leading zero (e.g., “January 3” instead of “January 03”).

Formatting dates using Calculations (Invisible Logic)

You can also format a date variable through Calculations. Create a new Text variable, select your date variable as the source, choose Format Date as the operation, and enter the format code. The resulting text variable can then be referenced anywhere in your document with {{ FormattedDateVariable }}.

Calculating dates

These functions derive new date values from existing ones — useful for deadlines, notice periods, and age calculations.

Age or years elapsed from a date to today

    {{ (date_difference(starting=DateVariable).years|int) }}

Years between two specific dates

    {{ (date_difference(starting=StartDate, ending=EndDate).years|int) }}

Months between two dates

    {{ (relative_date_difference(starting=StartDate, ending=EndDate).months) }}

Add or subtract calendar days, months, or years

    {{ format_date( (DateVariable) + date_interval(years=2) ) }}

Replace years with months, days, or weeks. Use - instead of + to go back in time.

Add or subtract business days

    {{ format_date( (DateVariable) + date_interval(bus_days=10) ) }}

Next or prior business day

    {{ next_business_day(DateVariable) }}
    {{ prior_business_day(DateVariable) }}

Last day of a month

    {{ last_day_of_month(DateVariable) }}

To extract just the day number (e.g., 30):

    {{ format_date(last_day_of_month(DateVariable), format='dd') }}

Formatting numbers

Use a Number question type for decimal values and an Integer question type for whole numbers. Apply the functions below in your document template.

If you use a Number question type, decimal points display by default. If you use an Integer question type, you get a whole number.

Standard number formats

Currency — $100,000.00

    {{ currency(variablename) }}

No commas, no decimals — 100000

    {{ Decimals0NoCommas(variablename) }}

Two decimals with commas — 100,000.00

    {{ Decimals2Commas(variablename) }}

No decimals with commas — 100,000

    {{ Decimals0Commas(variablename) }}

Custom decimals with commas

    {{ format_decimal(variablename, 2) }}

Replace the 2 with the number of decimal places you want.

Custom decimals without commas

    {{ format_decimal(variablename, 2, False) }}

Replace the 2 with the number of decimal places you want.

Ordinal numbers

Write a number as an ordinal (1st, 2nd, 10th, etc.):

{{ ordinal_number(variablename) }}

By default, first through ninth are written out as words (first, second, … ninth). To use numerals throughout:

{{ ordinal_number(variablename, use_word=False) }}

Numbers written as words

Convert a number to its written-out English form (recommended with the Integer question type):

{{ numbers_to_words(variablename) }}

Output: One Hundred Thousand

International number formatting

{{ format_number_eu(variablename) }}

Output: 1.000.000,00 (European convention — periods as thousand separators, comma as decimal) For Canadian French formatting:

{{ "{:,.2f} $".format(variablename).replace(",", " ").replace(".", ",") }}

Output: 1 000 000,00$

Rounding in document templates

Round down (floor) to two decimal places:

{{ (variable)|round(2, 'floor') }}

Round up (ceiling) to two decimal places:

{{ (variable)|round(2, 'ceil') }}

When combining rounding with other number formatting, place the rounding call inside the parentheses:

{{ "{:,.0f}".format(variablename|round(0,'ceil')) }}

Formatting special numbers

Use number_custom() to force specific punctuation patterns on any number. Have the client enter the value as a Number question type, then apply the mask in your template using n for each digit position.

Phone numbers
Social Security Numbers
EINs

    {{ number_custom(variablename, "(nnn) nnn-nnnn") }}

Output: (555) 555-5555

    {{ number_custom(variablename, "nnn-nnn-nnnn") }}

Output: 555-555-5555

    {{ number_custom(variablename, "nn-nnnnnn") }}

Output: 12-3456789

Formatting words

These functions control capitalization and text transforms. If you want the output to match exactly what the client typed, you do not need any of the functions below.

Case transforms

APPLE — all caps

    {{ variablename|upper }}

    {{ variablename.upper() }}

Apple And Pear — title case

    {{ title_case(variablename) }}

Apple and pear — capitalize first only

    {{ capitalize(variablename) }}

apple — all lowercase

    {{ variablename|lower }}

    {{ variablename.lower() }}

Articles and plurals

Add “a” or “an” before a variable automatically:

{{ indefinite_article(variablename) }}

Output: An apple / A pear Pluralize a noun based on a count variable:

{{ quantity_noun(variablename, "apple") }}

Where variablename is an Integer. Output: 1 apple / 3 apples

Punctuation

Add a trailing period only when the text does not already end with one (useful for company names):

{{ fix_punctuation(variablename) }}

Verb conjugation

To conjugate a verb based on whether one person, multiple people, or a third-party singular is acting:

Create a multiple-choice question with variable name conjugation and choices: 1sg, 3sg, pl.
Use this syntax in your template (replacing allege with your verb):

{{ verb_present('allege', conjugation) }}

Output: allege (1sg), alleges (3sg), or allege (pl). Alternatively, use basic conditional logic:

allege{% if singular %}s{% endif %}

Formatting text area questions

Text area variables require special handling to preserve line breaks in the output.

Preserve line breaks

    {{ variablename|manual_line_breaks }}

Output as a numbered list

    {%p for line in VariableName.split("\n") %}{{ loop.index }}. {{ line }}{%p endfor %}

Output as a bulleted list

    {%p for line in VariableName.split("\n") %}- {{ line }}{%p endfor %}

Join lines with commas

    {{ commalist(VariableName.split("\n"), "<__str__()>", "") }}

Useful when a client enters a multi-line address and you need to output it inline, such as: Jane Doe, 123 Main Street, Minneapolis, MN 55436.

Formatting Multi-Select questions

Multi-Select questions have several output formats you can use in Word document templates. As a bulleted list:

{% for item in variablename.true_values() %}
- {{ item }}
{% endfor %}

Count the number of selections:

{{ variablename.number() }}

Conditional on number of selections:

{% if variablename.number() > 2 %}You chose more than 2!{% endif %}

Preserve the order you defined (non-alphabetical):

{% for key, value in variablename.elements.items() if value %}{{ key }} {% endfor %}

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Formatting Dates, Numbers, and Text

Converting text to a date

Formatting dates using Calculations (Invisible Logic)

Calculating dates

Formatting numbers

Standard number formats

Ordinal numbers

Numbers written as words

International number formatting

Rounding in document templates

Formatting special numbers

Formatting words

Case transforms

Articles and plurals

Punctuation

Verb conjugation

Formatting text area questions

Formatting Multi-Select questions

​Converting text to a date

​Formatting dates using Calculations (Invisible Logic)

​Calculating dates

​Formatting numbers

​Standard number formats

​Ordinal numbers

​Numbers written as words

​International number formatting

​Rounding in document templates

​Formatting special numbers

​Formatting words

​Case transforms

​Articles and plurals

​Punctuation

​Verb conjugation

​Formatting text area questions

​Formatting Multi-Select questions

Converting text to a date

Formatting dates using Calculations (Invisible Logic)

Calculating dates

Formatting numbers

Standard number formats

Ordinal numbers

Numbers written as words

International number formatting

Rounding in document templates

Formatting special numbers

Formatting words

Case transforms

Articles and plurals

Punctuation

Verb conjugation

Formatting text area questions

Formatting Multi-Select questions