This article is about how to create and manage letter templates. For information on how to create letters, see here.

Note: To create letter templates you must have a role assigned to you that gives you editing permissions for Letter templates. For more information on roles, see here.

In this article:

You can create a letter template from the Settings page:

1. Go to the Letter templates tab.

2. Click New in the top right-hand corner.

3. Select Body

4. Give the template a name.

5. Enter the content of the letter template using the text editor. Use the dropdown menus to insert automated tags and fields into the template. Below I have clicked "Insert logo" and am I clicked "Patients" to start using the patient placeholders e.g. "First name".

For information on how to get the best experience with the text editor, see here.

Use free text and the placeholders to create the letter template you would like, eventually you should have something that looks like this, a combination of placeholders and free text:

6. Click Save.

Your template appears in the Letter templates tab under Bodies.

Before creating your template you may click on this drop down which will allow you which type of spacing you require between each line:

You will have the choice between Double Line Spacing and Single Line Spacing, you may click on the type of spacing you would like for your letter. Kindly bear in mind that changes you make here will affect any new letters and letter templates you create, or any new changes you make to existing ones, it will not be applied to previously created templates.

Single Line Spacing:

Double Line Spacing:

You can also manually use two different line spaces to create gaps in your text.

Press Enter on your keyboard for a paragraph break:

Or press Shift + Enter for a new line:

If you want to format words that have been written in a different application (such as Microsoft Word), it is recommended that y

You can edit a letter template at any time from the Settings page:

1. Go to the Letter templates tab and scroll to 'Bodies' and click 'Expand' button.

2. Select the letter template that you want to edit and click the ellipsis as circled below then "Edit":

3. Make the edits you want.

4. Click Save in the top right-hand corner.

You can delete a letter template at any time from the Settings page:

1. Go to the Letter templates tab and scroll to 'Bodies' and click 'Expand' button.

2. Click the more options icon next to the letter template you want to delete.

3. Select Delete.

4. Click Delete in the confirmation box.

The letter template is deleted from Semble.