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How to Adjust Field Components and Format Using the Word Add-in

Learn how to use default values and supporting text in fields in Smarter Drafter Pro.

After inserting a field into your Word template, you can fine-tune its appearance using the Smarter Drafter Word Add-in. This includes choosing specific components (like just a first name or suburb), setting formatting rules, and controlling how repeated content appears. This guide walks you through those adjustments.

Instructions

  1. Open your Word template and click into the field you want to adjust.
  2. In the Word Add-in panel, the selected field will be highlighted, and its settings will appear.

 

Select a Specific Component

  • For Name fields: choose from first, middle, last, or full name.
  • For Address fields: select line 1, line 2, suburb, state, postcode, or full address.
  • For Date fields: choose day, month, year, or full date.

EXAMPLE: Want only the client’s first name? Choose Name > First Name in the add-in.

Override Case Formatting

  • Under Case, select:
    • None (leave as entered)
    • UPPERCASE
    • lowercase
    • Title Case





NOTE: This overrides any case settings applied in the form and applies directly in the document.

Configure Repeated Fields

  1. If the field is from a repeatable section, click into it.
  2. In the add-in, select whether you want to:
    • Show only the first instance
    • Repeat all instances
    • Add separator text (e.g., commas or line breaks)

EXAMPLE: You can list multiple children’s names separated by commas by enabling “Repeat each instance” and adding a comma separator.


Tips for Use

  • Use component selection to streamline output—no need to show full addresses or names if only part is relevant.
  • Adjust case settings in the Word Add-in if the document style guide requires consistency.
  • Use separators and repeat settings for lists like beneficiaries, properties, or dependants.

Common Issues & Solutions

  • Issue: The wrong field value is showing in the document.
  • Solution: Check that the correct component is selected in the Add-in. You may be showing a full name when only a first name is needed.
  • Issue: My list of repeated items isn’t formatting properly.
  • Solution: Enable “Repeat each instance” in the Add-in and enter a separator like a comma or line break.