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Test Templates

The Test Templates feature helps you validate and preview your matter templates before using them.

Opening Test Templates

From the main screen, click Test Templates.

What You'll See

The left sidebar shows all your available templates. Click on any template to see its details on the right.

Template Details

When you select a template, you'll see three tabs:

Info Tab

Shows the structure of your template:

  • Blocks - The sections in your template (e.g., "Client Information", "Property Details")
  • Fields - All the fields in each block, showing:
    • Field label and key
    • Field type (text, date, currency, etc.)
    • Whether it's required (shown with a star)
  • Configuration - Paths to precedents folder and matter workbook

This is useful for checking that your matter.json file has been read correctly.

Form Preview Tab

Lets you test how the form will look when creating a matter:

  1. Fill in sample data in the fields
  2. See how different field types behave
  3. View the collected data at the bottom

Use this to verify your form works as expected before creating real matters.

Precedents Tab

Lists all the precedent documents found in your template's precedents folder:

  • Shows document names and types (.docx, .xlsx, etc.)
  • Helps verify all your precedent files are being detected

Common Uses

Checking a New Template

After creating a new matter.json file:

  1. Open Test Templates
  2. Click Refresh if your template doesn't appear
  3. Select your template
  4. Check the Info tab to verify blocks and fields loaded correctly
  5. Use Form Preview to test the form

Troubleshooting Missing Fields

If fields aren't appearing when you create a matter:

  1. Open Test Templates
  2. Select the template
  3. Check the Info tab to see what fields were loaded
  4. Compare with your matter.json file to find discrepancies

Verifying Precedents

If precedent documents aren't appearing:

  1. Open Test Templates
  2. Select the template
  3. Check the Precedents tab
  4. Verify your files are listed
  5. If not, check that files are in the correct folder and are supported formats (.docx, .xlsx, .rtf, .doc, .pdf)

Refresh Button

Click the refresh button (circular arrow) in the toolbar to reload templates. Use this after:

  • Adding a new template folder
  • Editing a matter.json file
  • Adding new precedent documents