Template Mangement

The Templates section allows administrators to manage all predefined messages used across the platform, including for emails, SMS, documents, and calls. These templates are used in notifications, loan-related documents, and other automated communications.

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Navigation Path:

Main Menu > Templates > View Message Templates

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Templates Overview

Feature	Description
Template Type	Tabs allow switching between All, Document, Email, Text, Call
Filters	Filter by tags and product types
Search Bar	Quickly find a template by name or content
Template List Table	Displays all templates with details and action buttons
Edit Button	Opens a template for modification
Delete Button	Permanently removes a template
+ New Template	Opens the template creation form
Dropdown (Top Menu)	Shortcut links: Placeholders, View Message Templates, Create Template

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Template Table Columns

Column	Details
Name	Title of the template
Type	Type of communication (Email, Document, Text, Call)
Product Type	Indicates if the template is tied to a loan product
Content	Preview of the message content
Status	Indicates if the template is Active or Inactive
Tags	Custom labels for sorting or categorising templates
Action	Edit or Delete template

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Use Cases

Templates are linked to:

• SMS notifications
• Email alerts
• Loan documents
• Call scripts
• Loan Products

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How To Guides

1. How to View Templates

1. From the top menu, click Templates.
2. Select View Message Templates.
3. Use the tab filters or search bar to find the desired template.

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2. How to Filter Templates

1. Click the appropriate tab: Document, Email, Text, or Call.
2. Use the Filter by tag dropdown to filter by tags.
3. Use the Filter by product dropdown to view templates tied to a specific product.

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3. How to Search for a Template

1. Type a keyword or template name into the Search bar.
2. Press Enter or click outside the field to view results.

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4. How to Create a New Template

1. Click the + New Template button.
2. Fill in the following fields:
   • Name: Title of the template.
   • Type: Choose from Email, Document, Text, or Call.
   • Tags: Add or select relevant tags.
   • Product Type: Link to a product (if applicable).
   • Content: Compose your message using placeholders as needed.
3. Choose to Save as Draft or Activate the template immediately.

For more information on how to create a template, pleace click here.

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5. How to Edit a Template

1. Find the desired template from the list.
2. Click the green Edit button beside it.
3. Make changes to any field.
4. Click Save to update the template.

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6. How to Delete a Template

1. Locate the template you wish to remove.
2. Click the pink Delete button.
3. Confirm the deletion when prompted.

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7. How to Assign Templates to Notifications

Templates are linked during notification setup or loan product configuration:

• When creating a Notification, select the desired template from the list of available message templates.
• When setting up a Loan Product, assign related document templates during the product definition phase.