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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 letterhead at /settings/templates/letterheads/new. This route renders LetterheadEditor from src/platform/templates/pages/LetterheadEditor.tsx.

Overview

The New Letterhead page provides a form for configuring a reusable letterhead. Fields include name, description, organization name display, full mailing address, phone, email, and website. A LogoUpload component handles logo uploads with configurable position (left, center, right) and max-height. Header configuration controls visibility of logo, org name, address, and contact info, plus a custom bar color. Footer configuration controls page numbers, confidentiality notice text, and its display. A live LetterheadPreview shows the result. The editor uses useLetterheadMutation() for save operations. The same component handles editing at /settings/templates/letterheads/:id.

Who it’s for

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

Before you start

  • You need access to Settings > Templates.
  • Prepare your organization logo file if you want to include one.

Steps

  1. Navigate to Settings > Templates > Letterheads and select New.
  2. Enter a Name and optional description.
  3. Fill in the organization details (name, address, phone, email, website).
  4. Upload a logo and set its position and maximum height.
  5. Configure header and footer display options.
  6. Review the live preview and save.

Key concepts

Header config — Controls which elements appear in the document header: logo, org name, address, and contact info. The barColor field sets the accent bar color. Footer config — Controls page number display and the confidentiality notice text shown at the bottom of each page.

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/LetterheadEditor.tsx
  • src/platform/templates/hooks/index.ts