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Documentation Index

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

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The Edit Document Template page (/settings/templates/documents/:id) provides a rich editor for creating and modifying reusable document templates used across the platform.

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Overview

No explicit permission gate is on the /settings/templates/documents/:id route itself; the parent /settings/templates route requires pf.templates.view. The page renders DocumentTemplateEditor, which handles both new (:id = new) and edit (:id = existing ID) modes. The same component is shared for both new and :id sub-routes under letterheads and documents.

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Who it’s for

No explicit permission gate on this route. Parent navigation requires pf.templates.view.

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Before you start

  • Navigate from the Templates Settings page (/settings/templates).
  • Ensure you understand the merge fields or variable tokens available in document templates.

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Steps

1

Open the document template editor

Navigate to /settings/templates/documents/new to create, or /settings/templates/documents/:id to edit.
2

Edit template content

Use DocumentTemplateEditor to define the template body, title, and any variable fields.
3

Save the template

Save the template using the editor’s save action. Navigation returns to the templates list.

Platform Foundation

Platform Foundation overview.

Governance & parity

Documentation coverage and governance.
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/platform.tsx
  • src/platform/templates/pages/DocumentTemplateEditor.tsx
  • src/platform/templates/pages/TemplatesSettingsPage.tsx