# CLM Template Guide — Appraiser Review Letter

## Overview
This guide explains how to structure, configure, and manage Appraiser Review Letter templates within Salesforce CLM. It covers:
- Repeat/array merge tags
- Conditional visibility (show/hide questions, sections, deficiencies)
- Table and paragraph formatting
- Edge cases (null values, formatting challenges, deficiencies)
- Example usage patterns
- Decision and action points (explicit issues or questions to resolve)

---

## Merge Tag Techniques
- Table/block repeats: {{#reviewQuestions}} ... {{/reviewQuestions}}
- Paragraphs vs. tables, hiding/showing blocks

## Common Scenarios
- Including only answered questions
- Conditional: show deficiency section/flag if relevant

## Repeat/Array Tags

### Usage Example:
```handlebars
{{#each DeficiencyList}}
<tr>
  <td>{{DeficiencyType}}</td>
  <td>{{DeficiencyDescription}}</td>
</tr>
{{/each}}
```

- Use `each` blocks to render dynamic content (arrays/lists from Salesforce).
- Supports variable-length tables and grouped paragraphs.

## Conditional Sections

Example:
```handlebars
{{#if IsDeficiency}}
Section: Deficiencies Found
{{else}}
Section: No Deficiencies
{{/if}}
```

- Show/hide based on merge fields (boolean or enumerated).
- Can target entire sections, paragraphs, or individual questions.

## Table/Paragraph Examples

**Deficiency Table:**
```html
<table>
  <thead>
    <tr><th>Type</th><th>Description</th></tr>
  </thead>
  <tbody>
    <!-- Dynamic rows go here -->
    {{#each DeficiencyList}}
    <tr><td>{{DeficiencyType}}</td><td>{{DeficiencyDescription}}</td></tr>
    {{/each}}
  </tbody>
</table>
```

**Paragraph Blocks:**
```handlebars
{{#each Comments}}
<p>{{CommentText}}</p>
{{/each}}
```

## Edge Case Handling

- If `DeficiencyList` is empty/null, render a fallback paragraph: `No deficiencies found.`
- Fields may be string, number, or boolean—always sanitize output in template.
- Format sections to avoid unwanted whitespace/empty tables.

## Questions to Clarify
- What is the complete list of merge fields expected for each template?
- Are custom data transformations needed before merge?
- Are any fields multi-select or nested objects?
- How are null/empty values handled (leave blank vs. explicit text)?

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_Last updated: 2026-02-26 10:32 AM_
_Work in progress: More examples and Salesforce integration notes coming next._