The following video will show you how to set up your letter templates, or you can read the step-by-step guide below:

To create a letter template, go to Settings and then 'Letter templates'. Here you will be able to view your current saved template(s):

To create a new template click on the blue button "New" in the top left hand corner as above which will lead you to the page below. Enter a "Template name":

To begin creating your template use the fields as circled below. You can insert your logo and different fields such as the patient details, recipient details (if sending the letter to a contact) and your user information such as your signature:

These different fields will populate automatically with the appropriate details.

While creating your template, if you would like to reduce spacing between sentences such as the example below:

Place your cursor where you would like the single space to occur as it is above then click "Shift" (small arrow going up) and "Enter" to make a single space between sentences.

If you would like to change the font/bold or generally edit the format of any of the fields circled below:

First select the font you would like to use, then add the fields:

You will not be able to edit the font of these fields once they have been inserted into the template or once the template is inserted into the letter you want to send.

Click "Save" once completed.

For guidance on how to use your template in a letter, click here.

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