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MFI’s typically generate client-facing documents (whose format varies from MFI to MFI) from their MIS. These documents are usually limited to the context of a Client (Client registration documents) and Loans (Loan Contracts, Passbooks etc.).
To overcome this limitation , I am proposing the following project plan to implement the document template generation module.
One of the biggest challenges for non Technical users in Using Mifos (MifosX) would be in finding local specialists to help them in designing simple client facing reports and documents (like Loan Contracts etc).
Often, small organizations would not be able to afford the services of specialists and would have to do without any custom documents.
This project would enable non technical endusers to create these simple reports using context-sensitive placeholders and a WYSIWYG-Editor, thereby drastically increasing the usability of MifosX.
The actual functionality (wherein a user defines document templates in the system) could be reused for many other related tasks like SMS Integration (), E-mail integration etc.
A Brief overview of the desired functionality is as follows:
Refer Draft Specs for User Generated Documents for an initial approach for developing this functionality
Visit UGD_Planning
Draft Specs for User Generated Documents
MIFOSX-117 - User Defined documents ( Open)