Keyboard Shortcuts

Certum Draft has dedicated shortcuts for getting around the app, the matter workspace, and the Finder integration. Shortcuts are scoped to where they’re useful — a matter shortcut like ⌘S (save) only acts on an open matter, not on the dashboard.

Note

All shortcuts use the macOS modifier keys: ⌘ (Command), ⇧ (Shift), ⌥ (Option), ⌃ (Control).

App-wide

These shortcuts work anywhere in Certum Draft.

Action	Shortcut
Settings	⌘,
Certum Draft Help	⌘?
Hide Certum Draft	⌘H
Hide Others	⌘⌥H
Quit Certum Draft	⌘Q

Getting Around (Go Menu)

These shortcuts jump between the main window’s sidebar destinations. They work whether you’re on the dashboard or have a matter open.

Destination	Shortcut
Dashboard	⌘1
Matters	⌘2
Leads	⌘3
Reference	⌘4
Tasks	⌘5

Creating and Opening (File Menu)

These shortcuts work from the dashboard or with a matter open.

Action	Shortcut
New Matter	⌘N
New Document	⌘⇧D
New Task (quick capture)	⌘⇧T
New Task from any app (system-wide; the panel floats over whatever you’re reading)	⌃⇧Space
Open Matter	⌘O
Command Palette (matters, contacts, tasks, documents, actions), from any Certum window	⌘K
Command Palette from any app (system-wide; the panel floats over whatever you’re reading)	⌃⇧K
New Lead	⌘⇧P

Tip

New Lead (⌘⇧P) is enabled once the Notion Leads database is configured, and New Task once the Tasks database is. See Potential New Matters and Tasks for setup.

Inside the command palette

Action	Shortcut
Open the selected result	↩
Open a matter in a new window / reveal a document in Finder	⌘↩
Pin or unpin the selected matter on the dashboard	⌘P
Cycle the scope chips (All, Matters, Contacts, Tasks, Documents, Actions)	Tab / ⇧Tab

Text Size (View Menu)

The whole app follows the typography scale — see the Text Size slider in Settings → General.

Action	Shortcut
Increase Text Size	⌘=
Decrease Text Size	⌘−
Actual Text Size	⌘0

Tasks Page

With the Tasks destination open (⌘5), the list takes the keys until you click into the composer:

Action	Shortcut
Move selection	↑ / ↓
Extend the selection	⇧↑ / ⇧↓, ⇧-click for a range, ⌘-click to toggle one
Expand the selected task in place (or close the open card)	↩
Tick the selected tasks off (chase tasks in a multi-selection are left as they are)	Space
Close the open card, then clear the selection	Esc

The Task menu acts on the selected rows and is only enabled on the Tasks page:

Action	Shortcut
Due Today	⌘T
Due Tomorrow	⌘⌥T
Reschedule… (calendar popover)	⌘⇧S

In the composer, ↩ in the title captures the task; in the quick-entry panel (⌘⇧T) ⌘↩ captures from any field.

Matter Workspace

When a matter is open, these shortcuts act on it. They follow the matter window you are in, main or secondary.

Action	Shortcut	Notes
Save (manual flush)	⌘S	Auto-save fires 2.5s after the last edit; this is for an immediate save
Close Matter	⌘W	Waits for any pending save, then returns to the dashboard
Refresh Documents	⌘R	Re-scans the Working Documents folder
Email Client	⌥⌘E	Opens your mail app with a pre-filled subject (moved from ⌘E, which is Edit ▸ Find ▸ Use Selection for Find)
Critical Dates panel	⌘⌥I	Shows or hides the Critical Dates inspector (matters with date rules only)
Find in Documents	⌘F	Focuses the Documents section’s search field

⌘W and ⌘S do nothing while a sheet such as New File Note is open, so they can’t close or save the matter behind it.

The Matter menu carries these alongside New File Note…, Print Summary… and the other matter verbs, and ⌘K lists the open matter’s verbs too (New File Note, Save, Email Client, Print Summary, Open Folder, Export Audit Summary PDF, Finalise Matter and the rest), so nothing needs memorising.

Sheets in the workspace

Where	Action	Shortcut
Proposal review sheet	Accept the highlighted row	⌘↩
Proposal review sheet	Reject the highlighted row	⌘⌫
New File Note	Save the note	⌘↩ (↩ is a newline in the editor)
New File Note editor	Bold / italic	⌘B / ⌘I
New File Note editor	Insert a timestamp (“2:47 pm — ”)	⇧⌘T
Shared Note (editing)	Bold / italic / underline, via the Format menu	⌘B / ⌘I / ⌘U
Shared Note (editing)	Finish editing	⌘↩
Any sheet	Cancel	Esc (a typed file note asks first)

Matter Form (Details Tab)

When you’re working through a matter’s form:

Action	Shortcut
Quick Entry on/off	⌘⇧E
Previous / next stage tab	⌘⌥← / ⌘⌥→

Tip

Quick Entry narrows the form to just its essential fields — handy for intake. The setting is remembered per matter type, and the toolbar shows how many fields are in scope (“6 of 48 fields”).

Note

The workspace’s extra sections have no keyboard shortcut — they’re reached by clicking the sidebar. Which sections appear depends on the matter: Settlement Ledger on Purchase and Sale matters, Institutions on Estates matters (or any matter that already has institutions recorded), and Invoices on every matter.

Finder Services

These shortcuts work in Finder once Certum Draft has launched at least once (so the Services are registered).

Action	Shortcut
Generate Documents (from a matter folder)	⌘⌥G
New Matter Here (from any folder)	⌘⌥N

Note

These shortcuts are configurable in System Settings → Keyboard → Keyboard Shortcuts → Services. If they don’t fire, see Finder Integration troubleshooting.

Standard macOS Editing

Standard macOS shortcuts work as expected throughout matter forms:

Action	Shortcut
Undo	⌘Z
Redo	⌘⇧Z
Cut	⌘X
Copy	⌘C
Paste	⌘V
Select All	⌘A