Using the Form Designer - Editing a Standard Letter/Form

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.

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