Skip to main content

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.

The Template Settings page provides a tabbed interface for managing all document-related templates: letterheads, document templates, approval chain templates, and starter templates. It is reached at /settings/templates.

​
Overview

The page is wrapped in RequirePermission for pf.templates.view. It uses a tab-based layout with the active tab synced to the ?tab= query parameter. The four tabs are:
  • Letterheads — manage organization letterheads with logo and branding (LetterheadListPage).
  • Documents — manage document templates with rich-text editing (DocumentTemplateListPage). Linked sub-routes: /settings/templates/documents/new, /settings/templates/documents/:id.
  • Approvals — manage approval chain templates (ApprovalChainTemplateListPage). Linked sub-routes: /settings/templates/approvals/new, /settings/templates/approvals/:id.
  • Starter — browse pre-built starter templates (StarterTemplatesBrowser).

​
Who it’s for

Requires pf.templates.view (route guard via RequirePermission).

​
Before you start

  • No prerequisites for viewing. Content appears immediately on load.
  • Creating or editing templates may require additional permissions.

​
Steps

  1. Navigate to Settings → Templates (/settings/templates).
  2. Select the appropriate tab: Letterheads, Documents, Approvals, or Starter.
  3. Use the New button within each tab to create a template.
  4. Edit or delete existing templates using the actions on each card.

​
Key concepts

Letterhead — branded page header/footer layout used in PDF output, including logo, address, and color scheme. Document template — rich-text template with variable insertion points for generating populated PDFs. Approval chain template — a configured sequence of approvers for use in approval workflows.

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/TemplatesSettingsPage.tsx
  • src/platform/templates/pages/LetterheadListPage.tsx