# Templates
Using templates you can generate client-facing document. Template can be created for clients and loans. Example: Client - Client registration documents and Loans - Loan Contracts, Passbooks etc.
From the main screen, click on [**Admin**](https://docs.mifos.org/mifosx/user-manual/for-administrators-mifos-x-platform/administration) then select **Templates** from the drop down list.
### i. Create Template
Click the blue **Create Template** button at the top-right of the screen.
Create Template page
1. Select the **Entity** from the drop-down menu - choose either Client or Loan.\
Example: Client
2. Select the **Type** from the drop-down menu - Document.
3. **Name** the template in the field provided.\
Example: Client Account number
4. Fill in the template **Styles** and **Details** in the space provided.\
Example: Hello {{`client.displayName`}}, Your account # is {{`client.accountNo`}}.
5. In the 4th example showing {{`client.displayName`}}, will be selected from this section.
6. Click **Submit** button to create.
### ii. View Templates
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.
### iii. Edit/Delete Template
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:
* Change the **Entity**
* **Rename** the template
* Change the **Type** of template
* **Advance Options**
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.
Related articles
* Page:[Templates](https://docs.mifos.org/mifosx/user-manual/for-administrators-mifos-x-platform/administration/templates)
