Administrators can create a new letterhead atDocumentation Index
Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt
Use this file to discover all available pages before exploring further.
/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. ALogoUpload 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
- Navigate to Settings > Templates > Letterheads and select New.
- Enter a Name and optional description.
- Fill in the organization details (name, address, phone, email, website).
- Upload a logo and set its position and maximum height.
- Configure header and footer display options.
- 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. ThebarColor field sets the accent bar color.
Footer config — Controls page number display and the confidentiality notice text shown at the bottom of each page.
Related
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.
Documentation sources
Documentation sources
- src/routes/platform.tsx
- src/platform/templates/pages/LetterheadEditor.tsx
- src/platform/templates/hooks/index.ts