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Templates define how your letters and documents look. Manage them so each clinic or letter type uses the right layout and wording.
1

Viewing templates

From the documents or templates area you can see all templates. Each template can be used by an assistant when generating a letter so the output matches your format.

You should see a list of templates with names and possibly linked assistants. Open one to edit.

Template list or template management
2

Editing a template

Open a template to edit its structure or placeholders. Changes apply to new letters that use that template.

Edit the template and save. New letters generated with that template will use the updated version.

Template editor or preview

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Next steps

Add PDF Template

Add a PDF template for letter output.

Add Word Template

Add a Word template for letter output.