The Nunjucks templating engine is used to develop document templates.
document_templates_manage
The Templates section allows you to create and configure templates used across different system modules, including invoices, letters, reports, appraisals, and other documents.
Navigation
To access templates, go to Company β Settings β Templates.
In this section, you can view all available templates, filter them by type, create new ones, as well as edit or delete existing templates.
Permissions
The ability to view and manage templates depends on the user role and the permissions configured for that role. If the Templates section is not available in the company settings, check whether you have the document_templates_manage permission enabled or contact your system administrator