Creating a Firm Template

Firm Admins and users with template permissions only.

1. Go to Precedents → Templates and click New Template.

2. Fill in the title, type (letter, email, court document, etc.), category, and practice area.

3. Upload the DOCX or HTML template file.

4. Specify the required merge fields (so users know what data must be present).

5. Set the template status to Active when ready to use.

6. Click Save.

When authoring the DOCX file, use the standard CaseConnect merge field syntax: {{ merge_field_name }} (flat, underscored). The full field list and worked examples are in the Template Authoring Guide.