Templates toolbar

Templates toolbar
1

Template Selector

1. 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.
2

Client Selector

2. Client Selector
Select the client you wish to merge with the Template (if not already selected).
3

Appointment Selector

3. Appointment Selector
Select the appointment date that the letter will relate to.
4

Merge button

4. Merge button
Click Merge to merge the Template with the Clients Details and Appointment data.
5

Reload Template button

5. Reload Template button
Click Reload Template to open up the template again and clear any changes/merges you have made.
6

Refresh Client List button

6. 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.