Merging a Template with a Client
Prerequisities
Prior to creating a letter to a client an appointment needs to have been created for the client and some consultation details entered, if these are required in the letter.
![](drex_MergeTemplate_custom.png)
To Merge a template with a Client
Select the template you would like to use from the Template Toolbar
![](drex_MergeTemplate_custom_2.png)
Or from the list of available templates on the right.
![](drex_MergeTemplate_custom_3.png)
Example of Template
![](drex_MergeTemplate_custom_4.png)
Select the Client you wish to merge the template with from the drop down list.
![](drex_MergeTemplate_custom_5.png)
Choose the relevant appointment for the client.
![](drex_MergeTemplate_custom_6.png)
Click Merge to merge the client with the letter template.
![](drex_MergeTemplate_custom_7.png)
Example of a merged Template
![](drex_MergeTemplate_custom_8.png)
Saving the letter
Click Save to Computer or Save to Clients Record
![](drex_MergeTemplate_custom.png)