How do I Edit a Letter Template?

To access and edit your letter templates, please follow these steps.

1. Navigate to your letter template resources by selecting More at the top of your MediRecords screen, followed by Resources.

2. Select the checkbox of the letter template you wish to edit and click the Edit button.

3. A window will pop up containing the text editor. Any edits you make to the template will be saved automatically, but it is recommended to save manually. To do this, click the File menu and select Save.

4. The left side menu contains options for you for insert pre-written message formats for your template. This means that when the document is generated, it will pull the appropriate details from the relevant records. For example, {invoice.total-amount} will show the total amount of money an invoice would be for and {addressee.first-name} would show the Addressee's first name.