Formats for numbers, dates and text

Select a field chip, then use the Format section of its panel. A format changes how one chip prints; the PDF and the Word file print it the same way. For the whole document, use Page › Language and region.

Dates

For a Date field, under Format:

Control	Choices and what they print for 4 March 2026
Date format	Document default, 4 Mar 2026, 4 March 2026, 4th March 2026, Wednesday 4 March 2026, 04/03/2026, 03/04/2026, 2026-03-04, March 2026, 2026
Letter case	As written, UPPERCASE, lowercase
Show as a relative date (today, 3 days ago)	Ticked prints today, 3 days ago and so on

Dates with times, and times

Control	Choices
Date and time format	Document default, 4 Mar 2026 14:30, 4 Mar 2026 2:30 PM, 04/03/2026 14:30, 2026-03-04 14:30, the date only in three styles, or the time only as 14:30 or 2:30 PM
Time zone	Document default, UTC, London, New York, Sydney
Time format (a Time field)	Document default, 14:30 (24-hour), 2:30 PM (12-hour), 14:30:05

Numbers, amounts and percentages

For a Number, Currency or Percent field:

Control	Choices
Decimal places	0 to 18. Left empty, an amount shows its currency’s standard decimals, and a percentage prints every decimal place it stores
Thousands separators	On or off. An amount groups thousands unless you turn it off
Currency shown as	The code, the symbol, or No currency
Percent shown as	12.5% or 0.125
Negative numbers	−1,234 or (1,234)
Write as	Digits or Words (one hundred and five)
Decimal separator	Document locale, Point (.) or Comma (,)
Thousands separator	Document locale, Comma, Point, Space or Apostrophe

An amount prints in its own currency and nothing is converted. A total, comparison, addition or subtraction that meets amounts in different currencies converts at Salesforce’s dated exchange rates for the day the document is generated. The Convert currency section of an amount’s panel converts one amount on purpose.

True or false

Control	Choices
Show as	true / false, True / False, Yes / No, Y / N, ✓ / ✗, ☑ / ☐, 1 / 0 or Your own words
When ticked, When not ticked	Your words, up to 40 characters each, when Show as is Your own words

Text

Control	Choices
Letter case	As stored, UPPERCASE, lowercase, Title Case
Trim spaces	Removes spaces at both ends
Shorten to (characters)	1 to 4,000
Mask all but the last	0 to 20 characters kept, for example ••••1234
Show picklist labels, not API values	Ticked prints the label a person sees in Salesforce
Multi-select values separated by	Semicolon (as stored), Comma, Slash, “and”, New line or Bullets
Phone numbers	As stored, National, International, +441234567890 or Digits only
Web addresses	As stored, Without https:// or Domain only

Rich text, addresses and locations

Value	Control and choices
Rich text	Print as plain text
Address	Layout: One line per part, One line or US style. Hide the country
Location	Show as: 51.5074, -0.1278, or 51°30′27″N 0°07′40″W

Text around a value, and empty values

These apply to every value except rich text, in Format and When there is no value.

Control	What it does
Before the value, After the value	Up to 32 characters each, printed only when the value is there. Use CA/ before a reference, or a space after a salutation
Show instead	Up to 120 characters printed when the value is empty. Left empty, nothing prints
Hide the whole line when empty	Removes the whole line, including the words around the value
Separator before it	Up to 20 characters, such as ·, printed only when the value is there and something comes before it
Style when…	Up to 5 rules that change the text colour, fill or bold when a rule is met

The whole document

Under Page › Language and region:

Control	Choices
Use the Brand Kit’s region	Follows the kit’s region while a kit is chosen
Formats numbers and dates for	English (UK), English (US), English (Australia), English (Canada), English (Ireland), English (New Zealand), French (France), French (Canada), German, Spanish, Italian, Dutch, Portuguese (Portugal), Portuguese (Brazil)
Show currency amounts with	A code or a symbol, for the whole document
Dates and times in	The generating user’s time zone, UTC, London, New York, Los Angeles or Sydney

The region formats numbers and dates only. To translate fixed text, add a language under Languages. A chip’s own format overrides the document setting.