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Templates (Organization Configuration)

Templates in Axvero help standardize documents and communications across your organization. There are two main types of templates you can configure as an admin:

Document Templates​

Document templates are reusable files or forms (e.g., affidavits, consent forms, worksheets) that can be attached to document requirements in applications.

  • Purpose: Ensure consistency and compliance for required documents.
  • How to Use:
    • Admins upload and manage templates for each document type in Document Management.
    • Team members can select and attach these templates when adding documents to applications.
    • Templates can be updated or versioned as requirements change.
  • Examples:
    • Standard income verification form
    • Tax declaration worksheet
    • Consent letter template

Mail Templates​

Mail templates are pre-defined email or message formats used for automated or manual communications with axvero users.

  • Purpose: Streamline and standardize communication (e.g., invitations, reminders, notifications).
  • How to Use:
    • Admins create and manage mail templates for different scenarios (e.g., application invitation, missing document reminder, approval notification).
    • Templates can include variables/placeholders (e.g., applicant name, application link, due date) that are auto-filled when sending.
    • Used in both automated workflows and manual communications.
  • Examples:
    • Application invitation email
    • Reminder for missing documents
    • Application approval or rejection notice

User Type-Specific Templates​

  • Team member invitations: Professional onboarding with system access details
  • Organization invitations: Professional collaboration terms and portal access
  • User invitations: Welcome message with portal instructions and next steps

Template Variables for Contact Information​

  • {first_name} - Recipient's first name
  • {last_name} - Recipient's last name
  • {email} - Recipient's email address
  • {phone} - Recipient's phone number
  • {organization_name} - Your organization name
  • {portal_link} - Direct link to access portal
  • {contact_email} - Your organization's contact email
  • {preferred_language} - Applicant's preferred language
  • {organization_name} - Assigned Organization
  • {application_type} - Type of application

Application Templates v2.0​

Application templates are pre-configured blueprints for common application scenarios (e.g., standard loan, tax filing, onboarding). They help streamline repetitive or complex application creation.

  • Purpose: Standardize and accelerate the creation of new applications with predefined team members, roles, required documents, and workflow steps.
  • How to Use:
    • Admins create and manage application templates in the configuration area.
    • Application templates can include default document and mail templates, prefilled values, and workflow settings.
    • Team members select an application template when starting a new application, and can customize as needed.
  • Examples:
    • Standard loan application template (with default team members, documents, and mail templates)
    • Tax filing application template
    • New client onboarding template

Other Template Types v2.0​

  • Task/Checklist Templates: For recurring tasks or compliance checklists within applications.
  • **Notification Templates:
  • bc** For in-app or push notific gitlations (distinct from mail templates).
  • Workflow Templates: For reusable approval or review flows.
  • Report Templates: For generating standardized reports or exports.

Grouping Templates by Applicants​

Templates in Axvero can also be grouped and assigned to specific applicant types. This allows organizations to ensure that only relevant templates are available for each applicant scenario.

  • Purpose: Streamline the selection and management of templates by linking them to applicant types (e.g., employee, pensioner, self-employed).
  • How to Use:
    • Admins can assign templates to one or more applicant types during template creation or editing.
    • When creating or processing an application, only templates relevant to the applicant type will be shown for selection.
  • Examples:
    • Employee-specific income verification form
    • Pensioner-specific pension statement template
    • Self-employed profit & loss worksheet

This feature helps organizations maintain compliance and relevance in documentation workflows, reducing errors and improving user experience.

Best Practices​

  • Use clear, professional, and concise language in all templates.
  • Regularly review and update templates to reflect regulatory and business changes.
  • Test templates before deploying to ensure correct formatting and variable replacement.
  • Organize templates by category or use case for easy management.

Templates help your organization maintain consistency, compliance, and efficiency in both documentation and communication workflows in Axvero.