diff --git a/docs/4. Product Features/06. HSM Templates.md b/docs/4. Product Features/06. HSM Templates.md index 7b0f390c28..929fd1b671 100644 --- a/docs/4. Product Features/06. HSM Templates.md +++ b/docs/4. Product Features/06. HSM Templates.md @@ -2,9 +2,9 @@

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10 minutes read12 minutes read Level: BeginnerLast Updated: July 2026Last Updated: August 2026

@@ -29,6 +29,40 @@ Session Window - A session window refers to the 24-hour period following a user' --- +## Using the Template Library + +**The Template Library is a collection of pre-approved WhatsApp message templates you can use as a starting point instead of writing a new HSM template from scratch.** + +Templates in the library are grouped by use case (like appointment reminders, OTPs, and account confirmations) and are already vetted under the `Utility` category, which makes them more likely to get approved quickly. Selecting one pre-fills the create template form - every field stays fully editable before you submit it for approval. + +1. Go to the `Templates` page and click on the `Template library` button in the top right corner. + +![Templates page with the Template library button](../../static/img/hsm-templates/hsm-templates_library_button.png) + +You can also open the library from inside the `Add A New HSM Template` form when creating a new template - look for the same `Template library` button next to `Template Details`. + +![Create Template page with the Template library button](../../static/img/hsm-templates/hsm-templates_library_from_create_page.png) + +2. The `Template Library` window opens with templates grouped by use case on the left. Use the `Search` box or the language dropdown to narrow the list. + +![Template Library modal with use case groups](../../static/img/hsm-templates/hsm-templates_library_modal.png) + +3. Click on a use case group to expand it, then select a template to see a live preview of the message on the right, including its variables, footer, and buttons. + +![Template Library modal with a template selected and previewed](../../static/img/hsm-templates/hsm-templates_library_preview.png) + +4. Click on `Create from template`. This opens the `Add A New HSM Template` form with the language, category, message, footer, and buttons pre-filled from the template. + +![Create Template form pre-filled after choosing a template from the library](../../static/img/hsm-templates/hsm-templates_library_prefilled_form.png) + +5. Review and edit any field as needed, then follow the steps below in `HSM Template Creation & Approval Submission` to submit it for approval. + +:::note +If you don't see the `Template library` button on your Templates page, ask your Glific admin to enable it for your organization. +::: + +--- + ## HSM Template Creation & Approval Submission 1. Login to Glific and click on the `Quick tools-->Templates` option from left panel diff --git a/static/img/hsm-templates/hsm-templates_library_button.png b/static/img/hsm-templates/hsm-templates_library_button.png new file mode 100644 index 0000000000..8fbd6e5314 Binary files /dev/null and b/static/img/hsm-templates/hsm-templates_library_button.png differ diff --git a/static/img/hsm-templates/hsm-templates_library_from_create_page.png b/static/img/hsm-templates/hsm-templates_library_from_create_page.png new file mode 100644 index 0000000000..fcb4ff4c75 Binary files /dev/null and b/static/img/hsm-templates/hsm-templates_library_from_create_page.png differ diff --git a/static/img/hsm-templates/hsm-templates_library_modal.png b/static/img/hsm-templates/hsm-templates_library_modal.png new file mode 100644 index 0000000000..745b550d89 Binary files /dev/null and b/static/img/hsm-templates/hsm-templates_library_modal.png differ diff --git a/static/img/hsm-templates/hsm-templates_library_prefilled_form.png b/static/img/hsm-templates/hsm-templates_library_prefilled_form.png new file mode 100644 index 0000000000..ddc965e337 Binary files /dev/null and b/static/img/hsm-templates/hsm-templates_library_prefilled_form.png differ diff --git a/static/img/hsm-templates/hsm-templates_library_preview.png b/static/img/hsm-templates/hsm-templates_library_preview.png new file mode 100644 index 0000000000..5c6a893034 Binary files /dev/null and b/static/img/hsm-templates/hsm-templates_library_preview.png differ