Templates
Document designs and message formats · both fully dynamic, managed from this screen
One library, two jobs. Document templates are the print designs used across the school app (report cards, ID cards, fee receipts, payslips, certificates). Message templates drive the onboarding, activation and renewal emails / SMS. Both are editable here — no code deploy needed once phase 2 wires them to the database.
Document templates
0
5 design types
Message templates
0
email + sms
Defaults set
0
one per document type
Schools using designs
0
all live schools
Document templates
Print designs per document type · one default per type is used when a school has no custom design
| Template | Type | Updated | Status | Actions |
|---|---|---|---|---|
CBSE Classic report_card_classic | Report card | 18 Oct 2026 | Default | |
Report Card Modern report_card_modern | Report card | 18 Oct 2026 | Active | |
Classic Maroon fee_receipt_standard | Fee receipt | 18 Oct 2026 | Default | |
Classic Maroon Compact fee_receipt_compact | Fee receipt | 18 Oct 2026 | Active | |
ID Card Vertical id_card_vertical | ID card | 18 Oct 2026 | Default | |
ID Card Horizontal id_card_horizontal | ID card | 18 Oct 2026 | Active | |
Payslip Classic payslip_classic | Payslip | 18 Oct 2026 | Default | |
Payslip Modern payslip_modern | Payslip | 18 Oct 2026 | Active | |
Achievement Certificate certificate_achievement | Certificate | 17 Oct 2026 | Default | |
Participation Certificate certificate_participation | Certificate | 17 Oct 2026 | Active | |
Appreciation Certificate certificate_appreciation | Certificate | 17 Oct 2026 | Active |
Message templates
Email and SMS formats sent by the platform — onboarding, activation, renewals, receipts
| Template | Channel | Trigger | Updated | Status | Actions |
|---|---|---|---|---|---|
Member onboarding email member_onboarding | Sent when a new team member is added | 17 Oct 2026 | Active | ||
School activation email school_activation | Sent when a school is activated | 17 Oct 2026 | Active | ||
Plan renewal reminder plan_renewal_reminder | 7 days before a plan expires | 16 Oct 2026 | Active | ||
Payment receipt payment_receipt | On successful Cashfree payment | 16 Oct 2026 | Active | ||
Renewal reminder renewal_reminder_sms | SMS | 7 days before a plan expires | 16 Oct 2026 | Active | |
Login OTP alert login_otp_alert | SMS | Admin login from a new device | 15 Oct 2026 | Draft |