Settings

Open Settings by pressing ⌘, or choosing Certum Draft → Settings… from the menu bar.

Settings has ten panes in the sidebar: General, Matters, Reminders, Paths, Notion, Updates, Automation, Diagnostics, Firm Setup, Legal.

Every pane saves automatically as you make changes. A small Saved tick is pinned to the bottom of the window so you can see it no matter where you’re scrolled; if a save fails, the message shows there in orange instead.

General

The General pane covers everyday identity and health checks: configuration status, license and display name, text size, weather, and the app version.

Configuration Status

Read-only badges showing whether Paths and Notion are configured. If either says Not configured or Not connected, jump to the corresponding pane and complete the setup.

License & Profile

• Display Name — your name as it appears in the home-page greeting (“Good morning, Rodney”). Saved automatically as you type.
• License — your activation state and registered email. If you’re licensed, the masked key is shown with a copy button so you can paste it onto a new machine without digging through emails.

To set up a second Mac, don’t retype anything — use a Setup Pack instead. To enter a different license on this Mac, run Reset All Settings in Firm Setup and re-activate on next launch.

Text Size

A slider from 85% to 130% (5% steps) that scales text across the whole app — dashboard, tables, forms, wizards, settings. The same scale is on the View menu: Increase Text Size (⌘=), Decrease (⌘−), Actual Size (⌘0). Printed and PDF output always renders at 100% — the setting changes what you read on screen, never what you file.

Weather

Optional. Set a city for the home-page greeting strip. Leave empty to hide weather entirely.

About

The app version and build number, at the bottom of the pane. Quote these if you report a problem.

Matters

Matter Numbering

Choose how matter numbers are generated:

Format	Example	Notes
Year-Sequential	2026-00123	Year prefix plus a sequence
Pure-Sequential	000150	Simple incrementing number
Short Year-Sequential	26-00123	Two-digit year prefix

Changing the format asks for confirmation first — existing matters keep their numbers, and only new matters use the new format.

For year-based formats, the Restart numbering each year toggle controls whether the first matter of a new year starts at 00001 (2027-00001) or the sequence keeps counting across years (2027-00124 after 2026-00123). It’s off by default, and it’s carried in the Setup Pack so the whole firm shares one convention.

The Next Number field is editable for every format (for year-based formats you set the sequence part only — the year prefix is added automatically). Click Auto-detect to scan your existing matter folders for the highest number and continue from there — useful when adopting Certum Draft on top of an existing matter library.

Folder Naming

How matter folders are named. Click a placeholder chip to insert it; the live preview underneath shows the resulting folder name.

Placeholder	Description
{matterNumber}	The generated matter number
{surname}	Client surname
{givenName}	Client given name
{matterType}	Matter type (e.g., Conveyancing Purchase)
{matterName}	The matter name / Re: line

Example: {matterNumber} - {surname} {givenName} - {matterType} → 000150 - SCHRUTE Dwight - Conveyancing Purchase

Default Matter Folders

Subfolders created in each new matter. Add, remove, or reorder them; Reset to Defaults restores the factory list (after a confirmation).

Tip

Use forward slashes for nested folders (e.g., Correspondence/Incoming).

Starter Files

Files automatically copied from the template into each new matter. Each starter file has:

Property	Description
Source path	Relative path within the template folder (e.g., Accounts/Office_Accounting.xlsx)
Copy to	Subfolder in the new matter where the file is placed

Common uses: trust accounting workbooks, intake checklists, standard cover letters. Reset to Defaults restores the factory list (after a confirmation).

Finder Colour Labels

Tag matter folders with a Finder colour based on the solicitor with carriage. When you create a matter and the “Practitioner with carriage” field matches one of these names, the folder is tagged with the corresponding Finder colour.

1. Click Add Practitioner
2. Enter the name as it will appear on matters (e.g., “Rodney”)
3. Choose a colour: Gray, Green, Purple, Blue, Yellow, Red, or Orange
4. The change saves automatically

Reminders

The macOS notifications Certum Draft sends, and the Apple Reminders mirror.

Date Reminders

• Send date reminders for Purchase and Sale matters — reminders for settlement, cooling-off expiry, finance approval, and funds-due dates. They fire at 09:00 local time on the day of, 1/3 days before, and 1/2/3 weeks before each date. Tapping a notification opens the matter directly.
• Institution follow-up reminders — on Estates matters, reminds you to chase an institution that hasn’t responded 14 days after your last contact. Recording a chaser resets the clock.
• System permission — shows whether macOS Notifications is Authorized, Denied, or Not requested. If it’s Denied, an Open System Settings button takes you straight to the switch.
• Counters show how many reminders are currently scheduled and how many matters are muted on this device.

Caution

Hard statutory deadlines (like the family-provision limitation date) keep reminding you even when the Purchase/Sale toggle is off — that toggle only quiets routine date reminders.

Apple Reminders

Mirror My Tasks to a “Certum” Reminders list — your open tasks appear in Apple Reminders, and on your iPhone and Watch via iCloud. Tick a reminder anywhere and the real task completes in Notion. Edits made in Reminders don’t sync back; the list is a window, not a second copy. Per-Mac opt-in — macOS asks for Reminders access the first time you switch it on. See Tasks.

Paths

Where Certum Draft looks for matters and templates. Each configured folder has a Show in Finder button, and a Not found warning appears if the folder no longer exists at the configured location (for example after a Dropbox reorganisation) — a dead path can’t sit there looking healthy.

Matters Root

The folder where new matter folders are created. This can be a local folder, a network drive, or a cloud-synced folder (Dropbox, iCloud, OneDrive). Changing it asks for confirmation — nothing is moved — and search re-indexes straight away.

Finalised Matters

Optional. Point this at the folder you move completed matters into. Once set, those matters stay searchable and openable and can still generate documents — they’re marked Finalised and hidden from the active matters list by default (a Show finalised toggle reveals them). Certum never moves anything for you; it simply also looks in that folder. Clear removes the setting.

Templates Root

Where Certum Draft looks for template definitions. Each subfolder containing a matter.json becomes an available matter type.

Tip

If you share templates across a firm, point Templates Root at a shared Dropbox or network location. Each staff member sets their own Matters Root.

Two toggles sit with the templates root they configure:

• Validate templates on startup — scans every precedent file for Jinja2 syntax errors at launch. Helpful for template authors; turn it off for a faster startup with a large library. You can re-run validation at any time from the Template Manager.
• Expand template folders by default — controls whether folders in the document picker start expanded or collapsed.

Notion

The Notion pane configures the live CRM integration. See Notion Integration for the full guide; this section covers the controls.

Authentication

• Integration Token — your Notion API token. Stored in the macOS Keychain (not in the settings file). Click Get Token to open Notion’s integrations page in a browser.
• Save Token — writes the token to Keychain, then immediately checks it against Notion. The tick reads Saved — token works, or you get a clear rejection message instead of finding out later. If the token field has unsaved edits, a hint reminds you to save.

Databases

• Clients Database ID — points at your Clients database.
• Matters Database ID — points at your Matters database.

Both fields accept either a 32-character database ID or a full Notion database URL — Certum Draft extracts the ID automatically. Both save automatically a moment after you stop typing; there’s no separate save button.

Tasks

Three controls connect this Mac to the firm’s shared Tasks database (see Tasks):

• Tasks Database ID — the shared Notion Tasks database. Travels in the Setup Pack, so a provisioned Mac arrives connected.
• I am — which workspace person this Mac’s task captures and ticks belong to. Deliberately per-Mac (it never travels in the pack); auto-suggested when your licence email uniquely matches a workspace person.
• Check Tasks Setup — validates the database schema and the integration’s access, and says exactly what’s missing if something is.

Leads

The Leads feature uses a third database. Click Find or Create Leads Database… and Certum Draft will:

1. Detect the Notion page that hosts your Clients database
2. Search for an existing Leads database there
3. Either adopt the one it finds, or create a fresh one with the full 16-property schema (only after you confirm)

If multiple Leads databases exist in that page, you’re shown a list to pick from — Certum Draft never silently creates a duplicate.

Default watchers on new Leads

Select firm members who should be tagged on every new Lead’s Watchers people property. Notion notifies them automatically when a Lead lands. Selected users persist across sessions; if a watcher ever leaves the workspace, Certum Draft silently drops them from new Leads and shows a one-shot dismissable banner.

Team Tagging

Select team members to auto-tag on every new matter you create. When a matter is created:

• Selected users are added to the People property
• They’re @mentioned in a comment on the matter page

Click Fetch Workspace Users to load the picker. Refresh Users re-fetches; Clear All removes all selections.

Connection

The Test Connection button runs four checks:

Check	What it verifies
Authentication	Your integration token is valid
Clients Database	The database exists and the integration can read it
Matters Database	The database exists and the integration can read it
Schema Validation	Expected properties are present

Reset

Clear Notion Settings removes the integration token and database IDs from this Mac (with a confirmation). Your Notion pages are untouched — you can reconnect any time.

Updates

Certum Draft updates itself automatically. This pane shows where things stand and lets you tune how updates arrive.

Current Version

The installed version and build, plus a status line: Up to date, Ready to restart when an update is downloaded, or Needs attention if something went wrong.

Automatic Updates

• Check for updates automatically — the app checks in the background.
• Download updates automatically — updates download as they’re found, so installing is instant.
• Include beta updates — opt into pre-release builds.

Downloaded updates always wait for an explicit restart — nothing installs mid-matter. When you choose Restart to Update, Certum Draft first saves every open matter, and if a matter can’t be saved the update waits rather than dropping your edits.

When an update is downloaded and ready, a reminder pill appears in the toolbar. You can snooze the reminder for 24 hours; critical updates still show.

Note

Updates roll out in phases, so a colleague’s Mac may offer a new version a day or two before yours. That’s normal — click Check Now any time to look straight away.

Schedule

When the app last checked, when it last succeeded, and when the next background check is due.

Automation

The switches for the local automation API — how AI assistants and scripts connect to Certum Draft:

• Enable local automation API — persists across launches and starts the local socket. While it’s on, a bolt icon shows in the menu bar and any process running as your user on this Mac can read matter data.
• Allow automation writes — session-scoped: resets when the app quits, so write access is a fresh decision each session. Every write is recorded in the audit log.

The pane also shows the socket path and connection status, and reveals the audit log that records every request. The full picture — what agents can do, the approval model, connecting Claude — is on Automation & AI Agents.

Diagnostics

Local logs and Apple system reports that help diagnose crashes, hangs, and update problems. Everything stays on this Mac — nothing is uploaded automatically.

Status

How many log files exist and how much space they use, how many system diagnostic and daily metric reports are retained, the updater’s status, and the date of the latest system report.

Support Bundle

Export Diagnostics bundles the recent logs and retained system reports into a single ZIP you choose a home for — that’s the file to send when you ask for help. Open Logs Folder reveals the raw logs in Finder.

Caution

Logs stay on this Mac unless you export them. An exported bundle may contain client names, matter numbers, document names, and file paths — treat it as client-confidential and send it only to whoever supports the app.

Logs rotate automatically (10 MB each, five archives), and the system reports keep only the most recent ones, so diagnostics never fill your disk.

Firm Setup

Firm-provisioning actions live here, away from everyday toggles: the Setup Pack, onboarding, and the Danger Zone.

Setup Pack

One encrypted file sets up a colleague’s Mac. Export Setup Pack… writes a .certumsetup file carrying:

• Folder paths (Matters and Templates roots), stored so they work on any Mac
• The Notion connection (integration token, database IDs — the Tasks database included — team tagging, and default Lead watchers)
• The firm’s license
• Firm-wide preferences: matter numbering (including the yearly-reset convention), folder naming, default folders and starter files, Finder colour labels, weather, and the template toggles

The file is sealed with a passphrase you choose (at least 8 characters). It’s safe to leave in the firm’s shared Dropbox — in fact the save dialog starts there, and a fresh install automatically offers any pack it finds in the firm’s Dropbox (top level or one folder down). Share the passphrase separately from the file — telling a colleague in person is perfect.

On the new Mac, the welcome screen and the license gate both offer Import Setup Pack… — one passphrase and the install is configured, license included. A wrong passphrase or a tampered file fails loudly and imports nothing, so a Mac can never end up half-configured.

Import… on this pane loads a Setup Pack (or a settings file exported by an older version) onto this Mac. If the pack lives in Dropbox as an online-only placeholder, the import waits for the download and tells you if it’s still fetching — right-click the file in Finder and choose Make Available Offline if it’s slow.

Tip

This replaces the old JSON settings export. Paths are included and just work on the second Mac — no more re-picking folders by hand — and the Notion token and license travel inside the encryption instead of a plaintext file.

Firm settings that keep themselves current

Once a Mac has imported the firm’s pack, it keeps itself up to date on its own: the app watches the pack file in the firm’s shared Dropbox and silently applies any new version — machine-local choices (folder locations, the per-Mac “I am” identity) are never touched. A switch on this pane turns the auto-update off.

The other half runs on ONE opted-in Mac (the settings authority): when a firm-level setting changes there, it re-exports the pack automatically. Together the flow for a firm-wide setting change is: change it on the authority Mac — every other Mac follows, no manual steps anywhere. A rotated passphrase degrades gracefully to a “run Import… once” notice rather than silent staleness.

Onboarding

Show Onboarding resets the onboarding flag so the first-run setup wizard appears on next launch. Useful if you want to reconfigure folder locations or walk a new staff member through setup on their own profile.

Danger Zone

Reset All Settings — asks for confirmation, then clears the license, terms acceptance, Python environment marker, paths, and every preference. You’ll need to re-enter your license key (or import a Setup Pack), and the app shows first-run onboarding on next launch. A Quit Certum Draft button appears with the success message so you’re not left hunting for it.

Caution

Reset All is irreversible. It does not delete your matters or templates on disk — only the app’s own settings and license — but you’ll be back to a blank slate.

Legal

Read-only pane. View the Terms of Use you accepted during setup and the Open Source Licenses for third-party components Certum Draft uses.

Matter Auto-Save and Locking

These behaviours are not user-configurable — they’re documented here because users often ask.

Auto-Save

Matter data saves automatically 2.5 seconds after your last edit. The footer shows the save status (Idle / Pending / Saving / Saved). A manual ⌘S flushes immediately. Closing a matter waits for any pending save to finish, and if it can’t save you’re asked whether to keep editing or discard — edits are never silently dropped on close.

Matter Locking

When you open a matter on a shared drive, Certum Draft creates a hidden .editing-*.lock file to prevent simultaneous editing. If another user already holds the lock:

• The matter opens in read-only mode with a banner indicating who holds it and how old the lock is.
• A lock is soft-stale after 5 minutes (UI flags it as “may be stale” — laptop sleep, lunch break).
• A lock is hard-stale after 15 minutes and can be automatically cleaned up.
• Closing a matter releases the lock immediately.
• Certum Draft heartbeats the lock every 60 seconds so a long editing session never trips the stale threshold.
• Take Over (after a confirmation) forcibly acquires the lock when you need to edit — and the other Mac is told, so its workspace switches to read-only instead of silently losing edits.

Institution Catalog

Certum Draft ships with a bundled catalog of 1,586 Australian financial and aged-care institutions (banks, credit unions, building societies, insurers, aged-care providers). Loaded from disk at launch; no internet required. Used to populate mortgagee, lender, and institution dropdowns throughout the app.

Template Cache

Templates are cached in ~/Library/Application Support/Certum Draft/ so they remain available when the source folder is temporarily unreachable (Dropbox Smart Sync eviction, network drive offline). The cache refreshes whenever the templates folder is accessible.