System Templates
Overview
Section titled “Overview”System Templates allows Tenant Admins to customize the content and layout of automated communications and UI-generated documents. This includes email notifications, PDF templates, and in-portal message templates sent by the system.
Access & Permissions
Section titled “Access & Permissions”| Role | Access Level |
|---|---|
| Tenant Admin | Full access |
| Account Admin | No access |
| Super User | Full access (system-level templates) |
Visibility Conditions
Section titled “Visibility Conditions”Always visible to authorized roles.
Key Features
Section titled “Key Features”- Email Templates — Edit the subject line and body of system-generated emails (e.g., user invitation, password reset, order confirmation) using a rich text editor with variable substitution.
- PDF / Document Templates — Customize the layout, header, footer, and content sections of generated PDF documents.
- Template Variables — Insert dynamic placeholders (e.g.,
{{user.name}},{{company.name}}) that are resolved at send/render time. - Preview Mode — Preview a rendered template with sample data before saving.
- Reset to Default — Restore any template to its system default if customizations need to be rolled back.
:::tip TODO
- Provide a full reference list of available template variables per template type.
- Add screenshots of the template editor interface.
- Include a guide on creating a custom PDF template for invoices. :::