From the main screen, click on Admin then select Templates from the drop down list.
Click the blue Create Template button at the top-right of the screen.
Create Template page
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}}, Your account # is {{client.accountNo
}}. client.displayName
}}, will be selected from this section. 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: Use 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 will narrow the search.
When the cursor is hovering over a template in the chart it will be highlighted in blue. Click on the template to open its detail page. From there you may edit or delete your organization's templates.
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 for you which you can:
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.
You may also want to use visual panels to communicate related information, tips or things users need to be aware of. |
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