Uploading a new PDF template

Uploading a new PDF letter template

In this tutorial you will be shown how to upload a new PDF letter template. 

First, navigate to your letter template resources by selecting More at the top of your MediRecords screen, followed by Resources:

Then select, Letter Templates:

Once selected, you will be brought to a list of your existing active letter templates. To add a new PDF letter template, select New PDF Template:

Once selected, a pop up will appear for you to complete. Enter the templates:

• Category
• Letter Template
• Sharing level
• Name
• Description

Select Browse, this will let you search your desktop or shared drive for the PDF file you'd like to upload. Once a PDF file has been selected, it will begin to upload into your MediRecords account. When you have finished, select Save.

NOTE: If you are uploading a PDF document that's requires mail-merge fields, you must first create the document in a paid version of Adobe Acrobat as a Form using MediRecords mail-merge fields.

Your PDF will then be viewable from your Letter Templates resources:

You have now completed this article. To find out more, head to support.medirecords.com and search for your desired topic.