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Templates
The Templates page allows you to create and manage document and communication templates used across the platform.
Navigation: Administration → General Setup → Templates
What Are Templates?
Templates are reusable document formats that can be populated with dynamic data. They are used for:
- Loan agreements — Pre-formatted contracts populated with client and loan details
- Deposit account opening letters — Welcome letters with account information
- Receipt templates — Transaction receipts with amounts and dates
- Notification templates — Email and SMS message templates
- Report headers/footers — Standardised branding on generated reports
Template Types
| Type | Description | Format |
|---|---|---|
| Document | Formal documents like agreements, contracts, letters | Rich text (CKEditor) |
| Communication | Email and SMS notification templates | Rich text / plain text |
| Receipt | Transaction receipts and vouchers | Rich text |
Creating a Template
- Click Create New Template
- Fill in the form:
| Field | Description |
|---|---|
| Template Name | A descriptive name (e.g., "Loan Agreement — Standard") |
| Template Type | Document, Communication, or Receipt |
| Entity | The entity this template applies to (e.g., Loan Account, Deposit Account, Client) |
| Subject | For communication templates — the email subject line |
| Body | The template content with placeholders |
- Use the rich text editor (CKEditor) to format the body
- Insert placeholders using the
syntax
Available Placeholders
Placeholders are replaced with actual values when the template is rendered. Common placeholders include:
| Placeholder | Description |
|---|---|
| Full name of the client |
| Account number |
| Transaction or loan amount |
| Current date |
| Your company name |
| Branch or office name |
| Currency code |
TIP
The exact placeholders available depend on the entity the template is associated with. The template editor will show available placeholders for the selected entity.
Managing Templates
- Edit — Modify an existing template's content or settings
- Delete — Remove a template (requires confirmation)
- Preview — See how the template will look with sample data
- Duplicate — Create a copy of an existing template as a starting point
Next Steps
- Configurations — System-level configuration settings