Before you rely on a template — check these

A few merge fields depend on data that must be present:

• Firm details (SRA number, VAT number, letterhead address) come from Settings → Firm Settings. Make sure these are complete before using them in a letterhead.

• Client / party addresses come from the contact records. A missing address will leave the address block blank.

• Always generate one test document against a real matter and read it end to end before rolling the template out.

If a field can't be filled, CaseConnect leaves the placeholder visible in the document (e.g. {{ recipient_postcode }}) rather than silently blanking it — so you can spot it and fix the underlying data.