|
|
 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 Clients 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.
| |
|
|
|
|