Common Template Issues

An error similar to the one pictured below indicates that the template contains a missing or improperly formatted opening or ending tag.

Each template type has different opening and ending tags. Reference the example templates for proper placement of these tags.

• These fields do not pull data like other merge fields but are required for the template to run.
  • For example, the opening tag of a fund statement is {{#foreach_fund}} and the ending tag is {{/foreach_fund}}.  
• Some templates, including tax receipts and fund statements, have additional sections of data with start and end points.
  • For example, if donation detail is included in fund statements, that section will open with {{#foreach_donation}} and end with {{/foreach_donation}}.

If data does not populate a particular merge field in a template, take the troubleshooting actions noted below.

• Verify that the merge field is inserted exactly as it appears on the all fields list for the applicable template type.
• Confirm that merge field has data in it.
  • Refer to Template Fields List to determine which field each merge field references and to confirm that the merge field is available for the applicable template type.

For grant or scholarship letters, confirm that fields from the correct example template were used. 

• If a non-advanced grant or scholarship letter was uploaded, merge fields from the non-advanced grant or scholarship letter example template should have been used.  
• If an advanced grant or scholarship letter was uploaded, merge fields from the advanced grant or scholarship letter example template should have been used.  

Some templates generate multiple letters through the verify/test process in order to provide more data to preview and confirm template accuracy.

If dates should display in the Australian format but are displaying in the United States format, take the troubleshooting actions noted below.

• Ensure that no modifications have been made to the date formatting for the template in Word.
• When using the standard merge fields and system data settings, indicate that the foundation is located in Australia.
  • The dates will automatically switch to the Australian date format.

If a template was previously working correctly but has suddenly started printing with alignment issues or content that appears shifted or cut off, and no changes have been made to the template itself, check your printer settings before troubleshooting the template.

A common cause of this issue is a printer or computer update that changes the default print settings without notice. The most frequent reason is a Fit to Page setting being toggled on or off.

• Open your printer settings and verify the following:
  • The Fit to Page checkbox should be unchecked.
  • The scale should be set to 100%.
• This is especially important when configuring check templates, as alignment is precise and highly sensitive to scaling changes.

Templates should always be configured and tested using the same printer settings that will be used when printing live documents. If a template was set up with Fit to Page enabled and that setting is later turned off (or vice versa), the alignment will be thrown off. If print settings have changed since the template was originally configured, the template may need to be reconfigured to match the current settings.