> ## 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.

# Template Library

> Browse and apply budget templates from a shared library in the Finance & Revenue core.

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.

## 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.

## Who it's for

Access follows your organization's role and module configuration. ## Before you start

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

## 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.

## Key concepts

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

## Related

<Columns cols={2}>
  <Card title="Finance & Revenue" icon="building-columns" href="/fa/overview">
    Finance & Revenue core overview.
  </Card>

  <Card title="Governance & parity" icon="scale-balanced" href="/governance/index" />
</Columns>

<Note>
  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.
</Note>

<Accordion title="Documentation sources">
  * 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
</Accordion>