I have used special functions in Smart Templates before without an issue. However, now whenever I add a special function to a datafield when using ClauseBuddy it applies to all instances of that datafield.
For example, for our firm style, in our signature the name of a party is in all uppercase if that party is an individual. I was working on a document that used the party’s name in the intro, the notice section, and the signature block. When I added @uppercase to the signature block reference it copied it to all instances of the datafield.
I worked around this by adding a datafield for the name that had Caps as a suffix, but now the user has to provide the name twice.
My questions are:
- Is there a way in ClauseBuddy to make sure that the special function only applies in one instance?
- If not, is there a way to make a changeset or something similar in ClauseBuddy to make the text of the workaround datafield equal to the text of the real datafield?