Issue

Cannot create a letter under the Client's Letters and Uploads. It continually tries to load, then it freezes and I need to restart.

Reason

If the wrong merge fields are used in a letter template as compared to its Template Type, typically this is what will happen.

Solution

If you cannot create a letter because merge fields in the letter template don't match the Template Type used, follow the steps below to fix the issue:

  1. Go to Administration >> Letter Templates
  2. Locate the letter template you are having issues with
  3. Click on (before Template Type column) to test the template

  •  If the merge fields are correct, they will be replaced with a ?

  • If the merge fields are incorrect you will be presented with a warning message (one per each incorrect field) as shown below:

In this case, you can remove and/or replace the incorrect fields by editing the template.

For more information see: How to Edit a Letter Template

Updated:26-Feb-26

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