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Certum Draft

Template Reference (in-app)

When you’re editing a precedent in Word, the question is always the same: what exactly is the variable called? Template Reference is the in-app answer — a read-only browser over every installed template pack, with the form preview, the precedent list, and a copyable {{ variable }} lookup.

Open it from File → Template Reference…. Pick a pack in the sidebar; the detail pane shows three views:

Template Reference showing the Sale of Land pack — version, block and field counts, and the block list with required-field badges

  • Info — the pack at a glance: version, every block with its field count and required-field badges, and each field’s key. Click a key to copy it ready to paste into a .docx as {{ vendor.surname }}.
  • Form Preview — the matter form exactly as the pack renders it in a matter workspace, so you can check conditional visibility and computed fields without creating a throwaway matter.
  • Precedents — the pack’s precedent files as the document wizard will list them.

When to reach for it

Section titled “When to reach for it”
  • Writing or fixing a precedent — copy the exact dot-notation key instead of guessing. A misspelt variable renders blank; this lookup is the cure. (See Template Conversion for the legacy PascalCase placeholders that must be renamed.)
  • Checking why a field isn’t appearing — the Form Preview honours visible_when conditions, so you can toggle the controlling field and watch the dependent block appear.
  • Auditing a pack after edits — block and field counts on the Info view make a quick sanity check that your matter.json decoded fully (a malformed block silently vanishes).
Section titled “Related”