Template Editor Field Reference

New Editor

Click to open a New Letter Editor which will open in a different tab to the one you are currently working in.

New letter

Click New to open a New Blank Document within the current tab you are working in.

Open

Click Open to open an existing document to view and/or configure for use with Bp Allied.

Save to Client Record

Click Save to Client Record to save the document you are working on into the Clients file. It can be found under the Docments/Phone Calls tab.

Save to Computer

Click to save the document onto your computer (i.e. outside of Bp Allied).

Your specific Save location is set in Options > Documents > Default Document Save Location.

Print

Click to print your document.

Print Preview

Click to preview your document before printing.

Email As Attachment

Click to Email the document as an attachment.

Send Securely

This button will become enabled if you have entered details for your secure messaging provider under System > Options > Secure Messaging. 

Click this button to send your document to a health care provider via secure messaging. 

Email

Click Email to email the document as the actual email body. 

This document will not be sent as an attachment but inserted into the body of the email.

Manage Templates

Click this button to manage the templates displayed in the template list.

Save as Template

Click to save the current document as a Template for future use within Bp Allied.

Give the template a name.

Click OK.

The template will display in the template list.

Template Selector

Choose your available templates from the drop-down list.

For this drop-down list to work a Blank.doc (or .docx) must exist and MUST be blank.

Client Selector

Select the client you wish to merge with the template (if not already selected).

Appointment Selector

Select the appointment date that the letter will relate to.

Merge button

Click Merge to merge the template with the Client's details and appointment data.

Reload Template button

Click Reload Template to open up the template again and clear any changes/merges you have made.

Refresh Client List button

Clicking the Refresh Client List button if you have a recently added in a new client and they are not showing in this list of clients.

Clipboard toolbar

Cut, Copy and Paste work as they would in any other editing package;

Formatting Toolbar

Use this toolbar to format your document.

Spelling Toolbar

Check the spelling within your document.

Insert Toolbar

The Insert toolbar allows you to:

• Insert Current User Name, this will be the user you are currently logged on as.
• Insert the Date/Time field into a document.
• Insert the day of the week into the document.

Page

Put your cursor where the new page is to be inserted and click to insert the page.

Table

Insert a table. See Inserting tables for more information.

Illustrations

1. Put your cursor where the picture is to be inserted.
2. Choose to insert your picture either inline or floating.
3. The Open dialogue box displays.
4. Find the picture to insert.
5. Click Open.

The picture will be inserted.

The picture on the left has been inserted using the Inline Picture option and the picture on the right has been inserted using the Picture option.

Bookmark

A Bookmark is a point within a document that has been named so that hyperlinks can be assigned and used to jump to that location.

To create a new bookmark

1. Place the cursor at the chosen location, or select the text to mark.
2. Click the Bookmark button.
3. Specify the bookmark name.
4. Click Add.

Hyperlink

A Hyperlink is a link to another place within a document, file or location within an intranet or on the internet.

To create a hyperlink

1. Highlight the text to be hyperlinked.
2. Click the Hyperlink button.
3. Select Existing file or web page or Place in this document.



This uses any bookmarks created within the document to link to.



4. Click OK.

Header and Footer

Adds header and footer to a letter.

Text Box

Adds a text box to a letter.

Symbol

Adds a symbol box to a letter.

Document Views

These change the view of the document. It is set to Print Layout by default.

• A Simple View shows a document without a page layout. This view can be useful when you want to concentrate on text editing.
• The Draft View is a view without pagination. It does not display complex formatting features that are most appropriate to the page layout. You can use it for the simplest representation of the document, as well as quick text editing. In draft view the horizontal ruler is available.
• The Print Layout view is intended to display all formatting in the document, including complex formatting, and can be used to preview the document printout.

Show

These are used to turns the rulers displayed in Print Layout view on and off.

Zoom

Zoom allows you to increase and decrease the size of the document you are viewing.

Margins

Use either the default margin options or customise your own.

Orientation

Change between Portrait and Landscape.

Size

Change the page size. The standard default options are displayed or choose More Paper Sizes for an option not on the list.

Columns

Use this to split your page into columns in a similar way a newspaper is split up.

Breaks

Use this to insert page, column or section breaks. A Section (Next Page) break change be used if a different orientation is needed for a page within a document.

Line Numbers

This is used to show the number of lines used on a page.

Page Colour

Use to change the background colour of the document page.

By default this is set to No Colour.