This article will walk you through how to create and save templates in Unity® Practice Management.
Merging Templates
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Navigate to Document List > Templates.
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Create a subfolder by clicking on the three dots > Create a Subfolder.
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You can also perform the following actions:
- Rename
- Move
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Delete a folder
- Once you've created a subfolder, open Word.
- Click Open > Open Template.
- In the new window, select a template you would like to open.
- In the body of this item, copy and paste the document you would like to create.
- To add an additional i-tag, go to Actions > Merge and Add Fields.
- On the right-hand side, double click on an i-tag you'd like to add into the document.
Saving Templates
- Once you've created your document, go to Save > Save template.
- Give the template a title.
- You can save directly into the folder that you've created. Then, click OK.
| Once you've done that, you will see your letter saved in Unity®, which you can then test. Simply click on the template, choose your client, and merge, then open. Your letter will look something like this. |