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Add a PDF template from Template Management. After you choose organisation, template type, and optional clinic, you design the HTML layout and select variables so the right patient and letter details are inserted dynamically into each exported PDF.
1

Add New Template button

In the templates or documents area, click Add New Template to start adding a PDF template.
Add New Template buttonAdd New Template button

Add New Template button.

2

Select Organisation and Template Type

Under Clinic (optional), choose Organisation template or a specific clinic.
Select Organisation and Template Type in popupSelect Organisation and Template Type in popup

Popup: select Organisation and Template Type.

3

Edit the PDF design in the HTML editor

After you select organisation, template type, and optional clinic, the HTML Content Editor opens. Use the HTML to control layout and styling (headings, tables, branding). Add placeholders in the markup for any dynamic details you want in the final PDF (patient name, dates, letter text, and other fields). Open Variables, tick the dynamic fields you want MedWrite to merge for this template, and keep them aligned with your HTML. Use Run to preview (you can add sample context data for testing). When the design is correct, Publish Template to save it for live letters.
HTML editor for PDF template design

HTML editor for PDF template design.

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Next steps

Manage Templates

Create and manage letter and document templates.

Add Word Template

Add a Word template for letter output.