Using Advanced Mode

Advanced mode allows you to define custom expressions for fields and spans, giving you greater control over the markup in your template.
To access Advanced mode, click an existing markup or insert a new one, and then select the
Advanced mode
switch in the top right corner of the work pane.
Advanced mode option.
It also provides predictive text suggestions based on your input, helping improve accuracy, formatting, and usability.
Example of Predictive text suggestions in the Advanced Mode.
The following examples illustrate the types of expressions you can create in Advanced mode.
  • Use arithmetic operators to perform calculations in fields
    For example, to calculate a product price including VAT, you can use the expression ProductPrice * 1.2, where
    ProductPrice
    is a decimal number variable containing the net price.
  • Apply formatting to control how values appear in the document
    For example, to insert a company name in uppercase, use CompanyName format upper, where
    CompanyName
    is a text or text selection variable. You can also use datatype‑specific formats to change how values are displayed. For example, to insert a rent amount in words, use RentAmount format "currencywords", where
    RentAmount
    is a decimal number variable. Datatype‑specific formats must be entered in double quotes. For more information, see the help section on Formats.
  • Combine multiple conditions in span expressions
    For example, you can use the and operator to combine conditions such as: ContractPrice is more than 1000, and Jurisdiction is "England and Wales".
When using Advanced mode, ensure that expressions follow the required syntax so they can be evaluated correctly. Refer to the help documentation for additional examples and review your template regularly to confirm that automation logic has been configured as intended.

AI Expression Explainer

In Advanced mode, you can use the AI Explainer icon to get a clearer understanding of the expression you have defined. This helps you understand the logic and functions used in the expression.
To learn more, see AI Expression Explainer.

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