Difference between revisions of "Using the Form Designer - Editing a Standard Letter/Form"
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*You will be presented with the Standard Letter/Form you selected in design mode. | *You will be presented with the Standard Letter/Form you selected in design mode. | ||
You can now use all the available design tools within | You can now use all the available design tools within Microsoft Word to edit your Standard Letter/Form. | ||
To position Merge Codes in the document follow the instructions below. Please note the instructions below are for use with | To position Merge Codes in the document follow the instructions below. Please note the instructions below are for use with Microsoft Word 2013; other versions may differ slightly. If you require help please ring the Optisoft Support Desk. | ||
*If not already there, in the tool-bar in | *If not already there, in the tool-bar in Microsoft Word click Mailings. | ||
*In your document, position the cursor where you would like the new merge code to go. | *In your document, position the cursor where you would like the new merge code to go. | ||
*Click on Insert Merge Field. | *Click on Insert Merge Field. | ||
*Click on the desired merge code. This should be added into your document to where ever your cursor was positioned. | *Click on the desired merge code. This should be added into your document to where ever your cursor was positioned. | ||
*Take care to add in punctuation and grammar in between the merge codes, just as if you were writing a normal letter. | *Take care to add in punctuation and grammar in between the merge codes, just as if you were writing a normal letter. | ||
*Repeat as necessary | *Repeat as necessary. | ||
*The end result should look something similar to the image below. | *The end result should look something similar to the image below. | ||
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*Single Click on the document you wish to add merge codes too. | *Single Click on the document you wish to add merge codes too. | ||
Latest revision as of 10:44, 20 February 2017
In order to edit an existing Standard Letter/Form you will need to do the following:
- Make sure the Document Type drop down specifies 'Patient Standard Letter' or 'Patient Standard Form'.
- Your screen should look something similar to this.
- Double Click on the Standard Letter/Form that you wish to edit.
- You will be presented with the Standard Letter/Form you selected in design mode.
You can now use all the available design tools within Microsoft Word to edit your Standard Letter/Form.
To position Merge Codes in the document follow the instructions below. Please note the instructions below are for use with Microsoft Word 2013; other versions may differ slightly. If you require help please ring the Optisoft Support Desk.
- If not already there, in the tool-bar in Microsoft Word click Mailings.
- In your document, position the cursor where you would like the new merge code to go.
- Click on Insert Merge Field.
- Click on the desired merge code. This should be added into your document to where ever your cursor was positioned.
- Take care to add in punctuation and grammar in between the merge codes, just as if you were writing a normal letter.
- Repeat as necessary.
- The end result should look something similar to the image below.
Adding Additional Merge Codes
- Make sure the Document Type drop down specifies 'Patient Standard Letter' or 'Patient Standard Form'.
- Your screen should look something similar to this.
- Single Click on the document you wish to add merge codes too.
- In the tool bar, click 'Show Codes'.
- This will take you to the 'Merge Codes' tab and display all the merge codes that are currently in the document you had selected.
- To add extra codes simply select the correct table, and double click on all the codes necessary.
- When finished, click on the 'Form Options' tab, and Double Click on your document.
- Click 'Yes' to the 'Do you wish to add the chosen merge codes to this document' prompt.
- This will have now added the merge codes to the available list which can now be added to your document as normal.