Template overview

Choose Templates in the ERP module bar. The Template module designs reusable PDF documents and emails, manages shared layouts and generates outputs from supplied data.

Overview summarises PDF documents, emails, layouts, recent activity and bulk jobs. Select image to enlarge.

How the pieces fit

Item	Purpose
PDF document	A paginated document body, variables, sample data and optional layout
Email	An email-width message body with variables and optional layout
Layout	Reusable header, footer, images and named HTML blocks
Input JSON	Example data for authoring and preview; generation supplies its own data
Version	A draft or published body; the active version is used for ordinary generation
Library	Built-in starters and templates shared by the platform

Documents stores and routes files; Template authors designs and renders outputs. Generating a PDF does not by itself establish a filing destination or start a Documents workflow. Those handoffs require a configured integration. One supported handoff is the e-Form designer's PDF template code, which renders submission PDFs from a Template design.

A first successful document

1. Choose a starter from Library, or create a new PDF document.
2. Set its name/code and add a layout if needed.
3. Add Input JSON and variables, then inspect the preview.
4. Save a draft and review the generated appearance.
5. Activate the intended version.
6. Open Generate, supply the real data and download the PDF.
7. Check Activity for the recorded result.

TEMPLATE_ADMIN grants design, generation and token management. Settings additionally requires PLATFORM_ADMIN. See Access and roles.