Letter templates are stored on your server in the medilink32bnt\letters directory.


There are two ways of editing or creating a letter template: using Medilink's Letter Template Generator, or manually creating/editing a file. 


Using the Letter Template Generator

There are two ways of opening the Letter Template Generator. 


Option 1: From the Letters or Review Letters screens, click on the Templates button.



To create a new Letter, Click 'New Template' or double click a template to edit it.


Name the template similar to the others i.e. 'MainA' or 'MainT'.

If you receive the following pop-up, follow the instructions here to fix.



Option 2: From the Document Management System (DMS), select File menu >> Tools >> Letter Template Generator.



This will open up the letter template for editing as a word document.
From this screen, on the left hand side there is a list of auto-fill fields which you can insert into the letter template. All auto fill fields appear with << before and >> after.
Click the + next to the categories to see the list of fields.

In the document, click to place your cursor where you wish to have the autofill field and then double click it from the list to place it in the template.

Make sure to save the template by clicking the save button at the top of the screen (be careful there are two save buttons, the one you need is outlined below).



Manually creating/editing a template

Navigate to the medilink32bnt\letters directory on your server. Open whichever template you wish to edit in Microsoft Word. Save after editing. 


Note: Letter template filenames are prefixed with "Main". For example, the filename for the letter template MMM is "MainMMM.doc". 



Notes: creating/editing templates using this method means you won't have access to the custom Medilink merge fields. If you want to add merge fields to your template, use the Letter Template Generator. 



Troubleshooting


Letter Template Generator: Do you want to open or save this file?

We've encountered an issue where on opening the Letter Template Generator, users are faced with a dialog asking if they want to open or save the file. If this is happening you won't be able to use the Letter Template Generator. We've made a guide on how to fix the issue


I'm manually editing a template but I can't see my saved changes.

Make sure you're editing the right template. Remember, the templates are located in the medilink32bnt\letters folder on your server (that may or may not be your local machine).