Field Syntax Reference

Template Helper recognises several placeholder formats in your Word documents. This reference covers all supported syntaxes, their behaviour, and best practices.

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Quick Reference Table

Syntax	Type	Example	Result
[{Label}]	Text (empty)	[{Client Name}]	Empty text input
[{Label} Value]	Text (default)	[{Client} ABC Ltd]	Pre-filled with "ABC Ltd"
[{Label} Opt1 | Opt2]	Dropdown	[{Jurisdiction} England | Wales]	Dropdown with 2 options
[{$Label} Instructions]	LLM field	[{$Summary} Summarise the case]	Text field flagged for LLM processing
[{Section Name}]	Section header	[{Personal Details}]	Bold heading, groups fields below
[{{Collapsible}}]	Collapsible section	[{{Optional Clauses}}]	Collapsible group (starts closed)
[{Label} <<TODAY>>]	Date (auto)	[{Date} <<TODAY>>]	Auto-filled with today's date

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Text Fields

Empty Text Field

[{Client Name}]

Creates a text input with no default value. Users must type a value before applying changes.

Text Field with Default

[{Client} ABC Ltd]

Creates a text input pre-filled with the specified default value. Users can edit or clear it.

Multi-word Values

[{Client Name} John Smith & Associates]

Everything after the closing } is the default value, including spaces. No need for quotes.

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LLM Fields

Prefix a label with $ to mark the field as an LLM field. The text after the label is the processing instruction, not a default value:

[{$Case Summary} Summarise the case in 120 words]
[{$Key Issues} List the main issues in dispute]

In the task pane, LLM fields show an AI button and an editable prompt textarea. The prompt is included in the enhanced JSON payload as llm_fields[] so an LLM can populate the return value based on the instructions.

Master Profile Prompt

A user-level master prompt can be saved on the Profile tab under LLM Master Prompt. When enabled, it is appended to every LLM instruction and to every LLM field prompt in the enhanced export. Use it for global context such as tone, writing style, or domain conventions.

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Dropdown Fields

Basic Dropdown (Recommended Format)

[{Title} Mr | Mrs | Ms | Dr]

Creates a dropdown with four options. The first option is selected by default.

Rules:

• Use curly braces {Label} to wrap the label
• Separate options with | (pipe character)
• Spaces around | are optional but recommended for readability
• At least two options required

Dropdown with Default

[{Jurisdiction} England | Wales | Scotland]

The first listed option becomes the default selected value.

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Section Headers

Regular Section

[{Personal Details}]

Creates a bold heading in the task pane. All fields below this header (until the next header) are visually grouped under it.

Collapsible Section

[{{Optional Clauses}}]

Creates a collapsible group that starts closed. Click to expand and reveal the fields inside. Useful for optional sections that aren't always needed.

Nesting: Sections can be nested — a collapsible section can contain regular sections.

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Date Fields

Today's Date

[{Date} <<TODAY>>]
[{Meeting Date} <<TODAY>>]

Auto-filled with the current date. Displayed as a text input that users can override if needed.

Date with Offset

[{Deadline} <<TODAY+7>>]
[{Review Date} <<TODAY+30>>]
[{Start Date} <<TODAY-14>>]

Auto-filled with a date offset from today:

• +N adds N days
• -N subtracts N days

Date Format

Dates are inserted in the format DD/MM/YYYY (e.g., 15/05/2026).

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System Variables

Document Properties

[{Case Ref} <<CASE_ID>>]
[{Date} <<CREATED_DATE>>]
[{Author} <<AUTHOR>>]

Inserts values from the Word document's properties:

Variable	Document Property
<<CASE_ID>>	Custom property CaseID or Case_ID
<<CREATED_DATE>>	Document creation date
<<AUTHOR>>	Document author
<<TITLE>>	Document title
<<FILENAME>>	Document filename (without extension)

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Escaping and Special Characters

Brackets in Values

To include literal square brackets in a default value, use HTML entities:

[{Example} This is a [test] value]

Not supported — brackets always delimit fields. Redesign your placeholder to avoid brackets in values.

Pipe Characters in Options

If an option needs to contain a |, use \| to escape:

[{Options} A | B \| C | D]
// Options: "A", "B | C", "D"

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Pro Features

Combine Identical Fields (Pro)

When enabled in the Pro Features section, duplicate placeholders are merged:

[Client Name] appears 5 times in document
// Task pane shows: 1 row for [Client Name]
// Change once → applies to all 5 occurrences

Enable in Scan tab → Pro Features → Combine identical fields.

Normalise CAPS (Pro)

When enabled, all-caps labels are shown in normal case in the task pane:

Document: [{CLIENT NAME}]
Task pane displays: "Client Name" (readable)
Applied value: respects document formatting

Enable in Scan tab → Pro Features → Normalise CAPS.

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Best Practices

Label Naming

• Use descriptive, unique labels
• Avoid special characters (except |, {}, ())
• Keep labels under 50 characters for readability
• Use consistent casing (Sentence case recommended)

Default Values

• Provide sensible defaults where possible
• Use system variables for dynamic values (dates, case IDs)
• Leave optional fields empty rather than placeholder text like "TBC"

Section Organisation

• Group related fields under section headers
• Use collapsible sections for optional clauses
• Order sections logically (parties, terms, dates, signatures)

Dropdown Design

• Order options from most to least common
• Include an explicit "Please select" or empty option if no default is appropriate
• Keep option text short (under 30 characters)

Document Formatting

• Field placeholders can be formatted (bold, italic, colour)
• Formatting is preserved when scanning and applying
• Don't format the brackets themselves — format the content inside

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Validation and Errors

Field Not Detected?

• Ensure brackets are standard ASCII [ ], not typographic quotes
• Check brackets are balanced (every [ has a ])
• Verify the field is in the document body (not headers, footers, or text boxes)
• Rescan after editing the document

Malformed Fields

Problem	Example	Fix
Empty label	[{ }]	Add a label: [{Name}]
Unclosed bracket	[{Name} Value	Add closing ]
Double brackets	[[{Name}]]	Remove extra brackets: [{Name}]
Unescaped pipe	[{Opt} A | B |]	Remove trailing pipe or add option after it

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Next Steps

• Scanning Fields — how to detect fields in your document
• Filling Fields — entering values for each field type
• Applying Changes — writing values back to the document
• Pro Features — unlock advanced field options