View source for Creating a Letter/Label Template

Once you have selected your Merge Fields in the Template Maintenance screen, click Template Editor and you will be taken to the built in Word Processor within Optisoft.NET.

<center>[[image:TemplateLetterEditor2022.png|border|700px|Template Letter Maintenance]]</center>

=Creating a Template=
In order to create a Letter/Label Template, in its simplest form, follow the below procedure:
*Give your Template a Name.
*Design your Template as necessary. To add merge codes to your template, use the Merge Codes button in the toolbar.
*Click Save and Back, or use the Auto Save feature.


=Word Processor Options=
The built in Word Processor has all the standard options such as Copy and Paste available. In addition, it also has an array of useful features as described below:
*Editor
**Toolbar - Editing tools such as Font, Font Size, Alignment and Insert Picture can all be found within the Toolbar
*Main Tab
**Word - Exports the document into a MS Word file.
**PDF - Exports the document into a PDF file.
**Email - Attaches the document to an Eamil.
**Character - Changes the Font, Font Size, Font Colour and other attributes associated with the selected Font.
**Merge Codes - Drop down button that lists all the Merge Fields selected in the Template Maintenance screen. The user should position the caret in the Template first before selecting a Merge Code.
**Preview - Will merge any Merge Codes currently in the Template so the user can see an example of what their Template will look like when printed out.
**Merge Block - Creates a block of text mainly, used when merging multiple patient records into one document. 
**Next Field - For use in conjunction with the Merge Block option. Moves the merging onto the next patient record.
**Spelling - Built in spell checker.
*View Tab
**Ruler - Turns both the Horizontal and Vertical Rulers on or off.
**Page - Zooms the current Template in/out so that the whole Page fits on the screen.
**100% Zoom - Sets the Zoom control to 100%.
**Page Width - Zooms the current Template in/out so that the width of the Page fits on the screen.
*Insert
**Page Break - Enters a Page Break into the current Template
**Header - Enabled the Header section of the Template.
**Footer - Enabled the Footer section of the Template.
**Page Numbers - Adds standard Page Numbers to the current Template. Footer is required to be Enabled first.
**Page Numbers (Roman) - Adds Page Numbers, in Roman numerals, to the current Template. Footer is required to be Enabled first.
**Table - Drop Down button that adds a Table to the current Template at the position of the caret. Includes a Custom Table option.
**Text Frame - Adds a Text Frame to the current Template at the position of the caret.
**Picture - Adds the selected Picture file to the current Template at the position of the caret.
**Hyperlink - Adds a Hyperlink to the current Template at the position of the caret.
**Date and Time - Adds a Date & Time merge field to the current Template at the position of the caret. Numerous formatting options are available.
*Page Layout
**Orientation - Changes the current Template to Portrait or Landscape layout.
**Page Size - Allows the user to change the size of the current Template. Fixed or custom sizes are available.
**Indent - Indents the caret to the next Tab position in the Template. Drop down option Un-indents.
**Line Spacing - Controls that allows the use to adjust the Line Spacing.
**Page Format - Gives options to adjust the margins of the current Template.
**Paragraph - Gives a list of formatting options to the current Template.
**List - Gives a selection of options for the format of a List within the current Template.

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