> For the complete documentation index, see [llms.txt](https://docs.mifos.org/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.mifos.org/mifosx/user-manual/for-administrators-mifos-x-platform/administration/templates.md).

# 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**](/mifosx/user-manual/for-administrators-mifos-x-platform/administration.md) then select **Templates** from the drop down list.

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### i.  Create Template

Click the blue **Create Template** button at the top-right of the screen.

<figure><img src="/files/qANqHy1vcJIspaJ0BUxK" alt=""><figcaption></figcaption></figure>

Create Template page

<figure><img src="/files/MugID7Fz9jcWiVYzA2BW" alt=""><figcaption></figcaption></figure>

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1. Select the **Entity** from the drop-down menu - choose either Client or Loan.\
   Example: Client&#x20;
2. Select the **Type** from the drop-down menu - Document.
3. **Name** the template in the field provided.\
   Example: Client Account number&#x20;
4. Fill in the template **Styles** and **Details** in the space provided.\
   Example: Hello {{`client.displayName`}}, Your account # is {{`client.accountNo`}}.&#x20;
5. In the 4th example showing {{`client.displayName`}}, will be selected from this section.&#x20;
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.

<figure><img src="/files/Q4KTg6uLpZiBSNHZW3Cs" alt=""><figcaption></figcaption></figure>

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.

<figure><img src="/files/Ch2sCDIWuywZkJejp20D" alt=""><figcaption></figcaption></figure>

Related articles

* Page:[Templates](/mifosx/user-manual/for-administrators-mifos-x-platform/administration/templates.md)