From the main screen, click on Admin then select Templates from the drop down list.
Create Template
Click the blue Create Template button at the top-right of the screen.
Create Template page
- Select the Entity from the drop-down menu - choose either Client or Loan.
Ex: Client - Select the Type from the drop-down menu - Document.
- Name the template in the field provided.
Ex: Client Account number - Fill in the template Styles and Details in the space provided.
Ex: Hello {{client.displayName
}}, Your account # is {{client.accountNo
}}. - In the 4th example showing {{
client.displayName
}}, were selected from this section. - Click Submit button to create.
View Templates
By following the Templates link you will be taken to a list of all currently available templates that have been created by your organization.
Tip: User the Filter by Name feature at the top of the screen to save time scrolling. Just begin typing the name you are looking for and Mifos X Finflux will narrow the search.
When the cursor is hovering over a template in the chart it will highlighted in blue. Click on the template to open its detail page. From there you may edit or delete your organization's templates.
Edit/Delete Template
Once you have opened a template's page you may Edit or Delete it.
To Delete it click the orange Delete button at the top-right of the screen. This will launch a pop-up window - click the blue Confirm button to delete the template.
To Edit the chosen template click the blue Edit button at the top-right of the screen. This will launch an editing screen from you which you can:
- Change the Entity
- Rename the template
- Change the Type of template
- Advance Options
Additionally there is a window with which you can determine the way the template will look. You may alter the applicable Styles and the Format of the document.
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