DebtRecoup

Document Templates ​

Document templates are DOCX files used for generated letters, notices, and other printable communication materials. They are managed from the Documents tab on Administration > Communications > Templates.

Document Templates Interface
Click to enlarge

Overview ​

The Documents tab provides a centralized location for uploading, editing, downloading, and previewing document templates used in debtor communications. Unlike email and message templates, document templates are file-based assets.

Key Benefits ​

  • Centralized Template Storage: Maintain all document templates in one accessible location
  • Consistent Branding: Ensure all generated documents follow company standards
  • Version Control: Track which templates are in use and update them as needed
  • Compliance Ready: Store approved, compliant document formats for regulatory requirements
  • Easy Management: Upload, download, edit, preview, and remove templates from one page

Understanding Your Data ​

The document templates list displays the following information:

ColumnDescription
NameThe descriptive name assigned to the template for easy identification
FileThe filename including extension (e.g., validation_notice.docx, payment_reminder.docx)
ActionsAvailable operations: Download, Edit, and Delete

Accessing Document Templates ​

  1. Open Administration
  2. In the Communications section, select Templates
  3. Select the Documents tab

Using This Feature ​

Uploading a New Template ​

  1. Click the Add button (plus icon) to open the upload dialog
  2. Enter a descriptive Name for the template
  3. Click Choose File to upload a Word document (.docx file)
  4. Click Save to add the template to your library

Supported Format

Document templates must be in Microsoft Word format (.docx). Other file types are not supported.

Editing Templates ​

  1. Locate the template you want to modify in the list
  2. Click the Edit button (pencil icon) in the Actions column
  3. Update the template name, replace the file, or click Edit next to the file to open the DOCX editor
  4. Click Save to apply your changes

Previewing Templates ​

  1. Open the template in the edit dialog
  2. Click Preview
  3. Select an account when prompted
  4. Review the generated PDF preview and any missing-variable warning

Downloading Templates ​

  1. Locate the template in the list
  2. Click the Download button
  3. Save or review the downloaded DOCX file

File Replacement

When replacing a template file, ensure the new file maintains the same variable placeholders and formatting structure to avoid issues with document generation.

Deleting Templates ​

  1. Find the template you wish to remove
  2. Click the Delete button (trash icon) in the Actions column
  3. Confirm the deletion when prompted

Before Deleting

Review whether the template is still needed before deleting it. Deleted templates are removed from the active template list and the action is recorded in the audit log.

DebtRecoup is a product of Global SaaS Group.

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