Merging a Template with a ClientPrerequisities
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.
![]() To Merge a template with a Client
Select the template you would like to use from the Template Toolbar
![]() Or from the list of available templates on the right.
![]() Example of Template![]() Select the Client you wish to merge the template with from the drop down list.
![]() Choose the relevant appointment for the client.
![]() Click Merge to merge the client with the letter template.
![]() Example of a merged Template![]() Saving the letter
Click Save to Computer or Save to Clients Record
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