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Template Authoring Cookbook

Product: FeraRender Topic: Template Authoring Versions: Applies to all documented versions Current

Apply repeatable patterns for letters, pleadings, invoices, tables, and conditional clauses.

Audience: Template authors
Recommended visibility: Public

Overview

Apply repeatable patterns for letters, pleadings, invoices, tables, and conditional clauses. Author templates against a documented data contract and a known-good base package. Keep source files, sample data, and expected output together.

Key points

  • Start with a known-good base package.
  • Use named templates for repeated display logic.
  • Use field mappings for business-friendly placeholders.
  • Test optional data and long values.
  • Keep a sample XML file and expected output with each production template.

Recommended procedure

  1. Prepare sample XML that includes optional and repeated data.
  2. Author the smallest valid transform or fragment.
  3. Validate placeholders, XPath, XML, XSLT, and OpenXML structure.
  4. Render and compare the result with the expected document.

Authoring checklist

  • Keep the source template under version control or in an approved source library.
  • Keep sanitized sample XML next to the template.
  • Test missing, long, repeated, and special-character values.
  • Validate both the transform and the final DOCX or PDF.
  • Document every external style, font, image, relationship, or resource dependency.

Troubleshooting

The XML or XSLT will not parse

Remove malformed markup, prohibited declarations, and unescaped characters, then validate again.

A placeholder remains visible

Confirm its spelling and field mapping and ensure it was not escaped with a backslash.

The DOCX opens with a repair warning

Inspect OpenXML namespaces, relationships, part paths, content types, and body or section structure.

Related documentation


Documentation source: feradelinc/feradel.render.api, reviewed against repository revision b2c3a710. Verify behavior against the deployed release before publishing exact routes, limits, or version requirements.