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Documentation Index

Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt

Use this file to discover all available pages before exploring further.

The Template Library route (/fa/template-library) redirects to the Budgeting Hub (/fa/budgeting?tab=templates). The library itself is accessible from the hub’s Templates tab.

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Overview

Navigating to /fa/template-library redirects to /fa/budgeting?tab=templates via a <Navigate> redirect in src/routes/fa.tsx. The TemplateLibraryPage component is rendered within the Budgeting Hub at that tab. It displays a card-based grid of budget templates using useAccessibleTemplates filtered by search. Each card shows the template name, description, and category. From a card, users can preview (TemplatePreviewDialog) or apply (ApplyTemplateDialog) a template, or navigate to its detail page.

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Who it’s for

No explicit permission gate on this route.

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Before you start

  • Templates must exist and be accessible to the current user.

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Steps

Browse the template library
  1. Navigate to /fa/template-library (auto-redirects) or /fa/budgeting?tab=templates.
  2. Use the search field to filter by name, description, or category.
Preview a template
  1. Click a template card’s preview action to open TemplatePreviewDialog.
Apply a template
  1. Click a template card’s apply action to open ApplyTemplateDialog.
Manage templates
  1. Click the Settings / Manage action to navigate to the template management area.

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Key concepts

  • Accessible templates: Templates returned by useAccessibleTemplates scoped to the organization and current user.
  • Category: An optional template_category field for grouping templates.

Finance & Revenue

Finance & Revenue core overview.

Governance & parity

This page documents shipped product behavior. It is not medical, legal, or billing advice. Verify against your organization’s policies and applicable regulations before using it for clinical, compliance, or billing decisions. Protected health information (PHI) shown in the product is governed by your tenant’s access controls and is never exposed in this documentation.
  • src/routes/fa.tsx
  • src/cores/fa/pages/TemplateLibraryPage.tsx
  • src/cores/fa/hooks/useBudgetTemplateList.ts
  • src/cores/fa/components/TemplateCard.tsx
  • src/cores/fa/components/ApplyTemplateDialog.tsx