![1](drex_bullet_1.png) Template Selector
Choose your available templates from the drop down list.
![](drex_TemplateToolbar_custom.png) For this drop down list to work a Blank.doc (or .docx) must exist and MUST be blank.
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![2](drex_bullet_2.png) Client Selector
Select the client you wish to merge with the Template (if not already selected).
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![3](drex_bullet_3.png) Appointment Selector
Select the appointment date that the letter will relate to.
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![4](drex_bullet_4.png) Merge button
Click Merge to merge the Template with the Clients Details and Appointment data.
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![5](drex_bullet_5.png) Reload Template button
Click Reload Template to open up the template again and clear any changes/merges you have made.
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![6](drex_bullet_6.png) 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.
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