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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.

Administrators can create a new document template at /settings/templates/documents/new. This route renders DocumentTemplateEditor from src/platform/templates/pages/DocumentTemplateEditor.tsx.

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Overview

The New Document Template page provides a rich form for authoring document templates. Templates have a name, description, type (policy, procedure, letter, report_cover, other), status (draft, active, deprecated), and an optional letterhead assignment from useOrgLetterheads(). The template body is composed of sections via SectionEditor. An AI-assisted SectionSuggester can propose additional sections. Version history is accessible via DocumentTemplateVersionDiff. A PDF preview can be generated via useGenerateTemplatedPdf(). The same component handles editing at /settings/templates/documents/:id.

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Who it’s for

No explicit permission gate on this specific route. Parent route /settings/templates requires pf.templates.view.

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Before you start

  • You need access to Settings > Templates.
  • If you want to attach a letterhead, create it at /settings/templates/letterheads/new first.

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Steps

  1. Navigate to Settings > Templates > Documents and select New.
  2. Enter a Name and optional Description.
  3. Select a Type and Status.
  4. Optionally assign a Letterhead.
  5. Add and order sections using the section editor. Use the AI suggester if enabled.
  6. Preview the PDF output if needed.
  7. Save the template.

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Key concepts

Template status — draft templates are not available for document generation; active templates are available; deprecated templates are hidden from new use but preserved for existing documents. Sections — Ordered content blocks that define the structure of generated documents. Each section has a name and editable body.

Platform Foundation

Platform Foundation 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/platform.tsx
  • src/platform/templates/pages/DocumentTemplateEditor.tsx
  • src/platform/templates/hooks/index.ts