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To create a formula on your envelope or template, use text boxes for the text box drop-down and date signed fields. Text boxes must only contain numbers and dates. Include data labels for reference. Name text boxes (e.g., box one, box two, box three). In the formula field, click setup to access a drop-down menu of fields. Select the desired operations (e.g., add, subtract). No need for equals sign. Choose decimal places (e.g., 0). Save the formula.