Access predefined HTML Templates

There are two types for templates:

  • Banking
  • Insurance
IMPORTANT!  
To add templates for a digital journey, the FintechOS environment needs a special key in the web.config file with the url from the server where the templates are found to be able to access them in FintechOS Studio.

To add a template, follow these steps:

  1. From the main menu, select Digital Experience > Customer Journeys > Form Driven Flows and open the Form driven flow (or a mockup) depending on what project you are working on.
  2. After selecting the desired flow, open the step you wish to add the template to, or create a new step where to add the template.
  3. Open the UI section with the UI designer.

  4. Drag the ''Predefined Templates'' on the left bottom of the page to the body of the page. Select the branch of industry you are interested in: Banking or Insurance. Select the desired template for your step. Click Insert.
  5. Modify the name of the attributes and select the attributes type.

  6. NOTE  
    It is possible to add multiple static templates to the same step.
  7. Click Update template.
  8. Click Save and close. Repeat for any other step as needed.