Template Builder Guide

• 1. What a template is

  A CaseConnect template is an ordinary Word (.docx) document. Wherever the finished letter should contain live information — a client's name, an address, today's date — you type a merge field instead. When a fee earner generates a document, CaseConnect swa ...

• 2. The exact syntax — read this twice

  ✅ Correct:{{ client_name }} {{ matter_reference }} {{ firm_address }}❌ Wrong — these will NOT work:WrongWhy it fails<<CLIENT_NAME>>Angle-bracket codes are not the generation syntax. They will print literally.{{ client.name }}Dotted names d ...

• 3. The complete merge field list

  Copy field names from here exactly. Anything not on this list will not fill in.Recipient — who the letter is addressed toUse these for the address block and salutation. By default these are the matter's lead client, but the fee earner can point them at an ...

• 4. Building a letterhead template — worked example

  Here is a complete, correct standard-letter body. You can lift this structure directly:{{ firm_name }} {{ firm_address }} Tel: {{ firm_phone }} Email: {{ firm_email }} {{ today_long }} {{ recipient_name }} {{ recipient_address }} Dear {{ rec ...

• 5. Checklist before you hand a template over

  Every merge field is {{ lowercase_underscored }} with double braces.Every field name appears in the list in Section 3 (copy-paste, don't retype from memory).No field is split across different fonts/bold/colour (retype any that were pasted).Address fields ...

• 6. If a field prints literally in the output

  If the generated document shows {{ recipient_postcode }} as text instead of a value, one of these is true:The name is misspelled or not in Section 3. → Fix the name.The data is missing on the matter (e.g. the contact has no postcode). → That's expected; C ...