'Emphasis' (bold, italics, etc.)

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   The text style of the variable as it appears in the source document controls the look of the replacement text when it replaces the variable. The color or emphasis attributes of the variable in the document are preserved, irrespective of how you complete the right column of the IDB screen.

   Therefore:

if the variable in the source document is ALL CAPS, the variable will be replaced by ALL CAPS characters, even if the operator types the replacement text in lower case letters.
if the variable in the document is BOLD and ITALICIZED, when the variable is replaced, it will appear with BOLD and ITALICIZED characters.
if the variable is blue, red, green, chartreuse or any other color, it will retain the assigned color.

   The above rule holds allows you to maintain the same variable (but with different emphasis or color attributes) in different sections of the same source document. Stated another way, it prevents you from having to create multiple variables reflecting the same content.

If it the variable appears in ALL CAPS, Bold and italicized (“[NAME OF CLIENT]”) in one place in the document and Upper and Lower Case, no emphasis (“[Name of Client]”) in another, and the replacement text in the IDB screen is typed as "John Doe", then “JOHN DOE “will appear in the first instance and “John Doe” will appear in the second. Here is an example in a possible Will. Note the appearance of TESTATOR in the title and Testator in the body.

emphasis1

emphasis2

   

   So, do not worry about capitalization, bold, italics or underlines as you are completing the IDB screen. Type text in a normal fashion. Typically you will type "Upper And Lower" case for names and titles, lower case for most everything else.

redarrowEXCEPTION: If you type the replacement text in the IDB screen as ALL CAPS, Word (and Pathagoras) will presume that you mean it, and will replace the variable in all caps, irrespective of the case of the variable in the source.redarrowleft

redarrowNote: If you use !groupnames! as part of the variable name, the above rules pertain. Make sure that the !groupname! reflects the emphasis you want carried forward when the variable is replaced.redarrowleft

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